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Next step: one AI toolSource-backedVerified 2026-04-20

Accountant / Draft financial statements (balance sheet, P&L, cash flow)

Claude-drafted MD&A commentary and footnote skeletons

After the numbers are mapped, paste the trial balance and prior-year statements into Claude.ai and ask for a first-draft MD&A commentary, a footnote skeleton, and a list of disclosures the statements should include. You verify and edit every sentence.

Tool

Claude.ai

Open tool

Best for

Analysis & Decisions

Free tier covers normal monthly volume

Setup

15 min

One-time setup estimate

Workflow

  1. 1Collect the source material for "Draft financial statements (balance sheet, P&L, cash flow)" before opening the tool.
  2. 2Run the starter prompt in Claude.ai and paste in the real context.
  3. 3Review the output for accuracy, tone, names, numbers, and policy-sensitive details.
  4. 4Save the improved prompt or checklist so the next run takes less time.

Inputs you need

  • - Accountant
  • - Draft financial statements (balance sheet, P&L, cash flow)
  • - Examples, notes, files, or customer context for this task
  • - Your preferred tone, constraints, and final format

Expected output

  • - Claude-drafted MD&A commentary and footnote skeletons
  • - A usable draft or workflow for draft financial statements (balance sheet, p&l, cash flow)
  • - A repeatable prompt you can improve after each run

Ready-to-copy asset

Starter prompt

You are drafting first-pass financial-statement commentary for a CPA to review. Do NOT assert compliance — draft only.

Inputs:
- Current-period statements (BS, P&L, CF): [PASTE]
- Prior-period statements: [PASTE]
- Entity type: [Private / Public / Non-profit]
- Reporting framework: [US GAAP / IFRS / other]
- Known events this period: [LIST]

Return:
1) MD&A style commentary (revenue drivers, margin, cash story, significant items) — 200-300 words.
2) Footnote skeleton: topic headers and one-line scope for each (related parties, commitments, contingencies, subsequent events, etc.).
3) Disclosures likely required under [framework] for this entity type.
4) Items the CPA must confirm before finalizing.

Caveats

  • - Do a human review before sending, publishing, filing, or making a decision.
  • - Verify numbers, names, claims, citations, and compliance-sensitive details.
  • - AI drafts. You decide. Final responsibility is yours.

Measurable value

2 hrs saved per run

Before: 4 hrs. After: 2 hrs.

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