How AI helps
We use AI to compare results with budgets or earlier periods and draft explanations of the main changes.
Prepared with AI. Checked by us.
Budget-versus-actual & management reporting
Help your clients make sense of their numbers. We compare results with their budget, look into the main differences and write a plain-language summary for your firm to review.
What we do
- Compare actual results against the approved budget
- Highlight significant income and expense differences
- Check the records to understand the differences
- Write clear summaries for your clients
- Bring any unanswered questions to your firm
Helping your clients understand their numbers
What we check
We check the numbers and explanations against the records. If something needs more context, we ask.
What you receive
A comparison report, a plain-language summary and any questions to discuss with your client.
How it works
What will the report include?
Actual and budgeted results for the agreed period, significant differences, explanations supported by the available records and a concise management summary.
What if a difference cannot be explained?
We tell you what we found and ask for more information. If we cannot explain a difference from the records, we leave it open for discussion.
Do we need an existing budget?
Yes, for budget-versus-actual comparisons. If your client does not have one, we can agree reporting against prior periods instead.
How is this priced?
We agree the fee based on the number of clients, report complexity, reporting frequency and the condition of the underlying records.