AI Controller Report Generation Agent

How Cassidy automates using AI

Step 1: Trigger on close calendar milestone

The Workflow activates automatically when your close calendar signals a key milestone—such as period lock, trial balance load, or flux analysis due date—pulling data from your ERP, subledgers, and FP&A tools.

Step 2: Run automated variance detection

Cassidy applies your configured materiality and percentage thresholds to flag accounts with significant period-over-period or budget-vs-actual fluctuations, then drills into transaction detail to surface potential variance drivers.

Step 3: Draft variance narratives

Using your Knowledge Base of prior explanations, terminology, and reporting standards, Cassidy drafts standardized variance narratives for each flagged account—ready for preparers to validate, enrich with business context, and attest.

Step 4: Route for review and certification

The Workflow assigns tasks to reviewers based on account ownership, captures review notes and rework cycles, and enforces segregation of duties. Human-in-the-Loop approval ensures each narrative and reconciliation meets your quality bar before sign-off.

Step 5: Assemble CFO advisory pack

Cassidy consolidates approved variance narratives, KPI bridges, executive summaries, and risk/opportunity call-outs into a board-ready management reporting deck—with numbers and commentary auto-synced to source data.

Step 6: Compile audit-ready documentation

Reconciliations, journal entry samples, flux analyses with approved explanations, control evidence, and certification logs are automatically packaged into an audit-ready pack, with secure auditor access and governed versioning for SOX compliance.