Monthly management accounts commentary
Plain-English variance commentary a non-finance trustee can follow.
When to use
At month-end, once numbers are in but before the finance meeting. Anonymise any personal information first.
Prompt template
Write plain-English commentary for our monthly management accounts. For each variance greater than 10% or £5k, produce: (1) what happened in one sentence, (2) is it timing or a real change, (3) what we'll watch next month. Do not spin misses. Under 400 words.
Variances: {PASTE_TABLE}Replace each highlighted placeholder with real context. Keep names and safeguarding details out.
When to use this prompt
Reach for this prompt when you need to plain-English variance commentary a non-finance trustee can follow. It's designed for Finance lead, CEO. Typically used within Finance work.
Draft with AI, then have a colleague verify facts and tone before use.
How to use it
- 1
Gather your inputs
Have your local context, audience and goal to hand. - 2
Fill in the highlighted placeholders
Copy the template above and replace every highlighted placeholder with real, local context. - 3
Run it in your AI tool
Paste into your preferred AI assistant. Ask a follow-up if the output misses your association's tone. - 4
Work through the checklist
Tick every item before you send, publish or act on the output.
Why this prompt works
Forces honest interpretation rather than optimistic gloss on missed budgets.
Worked example
Variances: Youth Programme income -18% (£12,400 under)\nFacilities repairs +32% (£3,800 over)
What good output looks like
A structured commentary block per material variance, ready to paste into finance report.
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