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Update the forecast

Revise expected results as the year unfolds.

For Financial analyst · Knowledge pack

What do you want to know from your data?

One line is enough. Step 1 asks the rest in your AI app, and nothing is done until you approve the brief it writes.

It never leaves this computer: not uploaded to Cheatcode, never used to train a model. Your AI app reads it from the case folder.

Add details (optional)
Start

Step 1 asks anything else it needs, in your AI app. Nothing you write here or put in the case folder comes to Cheatcode.

In the case folder's materials/: Your data exports (CSV or spreadsheets) and any metric definitions, or a connected warehouse.

The 3 steps

  1. 01

    Agree the definitions and plan

    Then you approve, before the next step starts.

  2. 02

    Compute with code

  3. 03

    Explain and write up

How it does this well

One analyst, every number from code. Not found and out of scope are valid answers here: it says so instead of guessing.

How the field does this well
  • Detect variances, filter by materiality stated up front, explain each with the entries behind it, and assign an owner.
  • Tie out totals in code, never by the model.
  • Match with deterministic rules first and leave the rest unmatched for a person; never force a match.
  • Draft the narrative from plan, actuals and last period's commentary; the person supplies causality.
Ground it first

Ask for, or look in materials/ for: the plan or budget, the actuals, the materiality thresholds, and last period's commentary. If there is none, say plainly that the result rests on general defaults, and name them.

What stays with the person

Causal explanation of material variances, booking or approving entries, and sign off. Prepare these; never decide them.

The check that makes it trustworthy

Totals tie out in code, every explanation cites the entries that produce it, and unmatched items are listed.

The person's own data

If the person has connected NetSuite, Google Drive / Docs / Sheets, Microsoft 365 (Excel, SharePoint, Teams), Snowflake, BigQuery (managed remote), read their data through that connector instead of asking for exports, and say which source each number or fact came from. Without one, work from materials/.

Where things stay

On your computer
Your files in materials/, every result in outputs/, the work itself. It runs in your AI app, on the plan you already pay for.
With Cheatcode
The steps, the gates and how far each case has come, so a case survives closing the app. See your cases.