{ "schema": "aiblocks-page/1", "id": "agency-finance-financial-analyst", "type": "agent", "name": "Financial analyst agent", "summary": "Get your financial model checked: recalculated figures, errors, base, best and worst cases, and which assumption could change your decision.", "headline": "Financial analyst agent", "subhead": "Paste your model's assumptions and key results, and say what you are deciding. It recalculates the figures, finds errors, runs a base, best and worst case and shows which assumption flips the answer. You get a model review and a plain-words choice between options.", "job": { "id": "plan-budgets-and-cash", "name": "Plan budgets, costs and cash flow" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-10-28", "first_published": "2026-10-26", "inputs": [ { "type": "question", "required": true, "label": "Question", "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like" }, { "type": "spreadsheet", "required": false, "label": "Spreadsheet", "what": "a spreadsheet with its data, formulas and charts" } ], "outputs": [ { "type": "audit_report", "required": true, "label": "Audit report", "what": "findings with evidence, severity, missing inputs and next actions" }, { "type": "brief", "required": true, "label": "Brief", "what": "a creative brief: goal, audience, angle, offer, mandatory claims (by ID), formats" } ], "you_give": [ "The decision you are making, in one or two lines.", "Your model's assumptions, such as growth, margins, costs and timing, pasted as a list or table.", "The model's key results, such as profit, cash and payback, as they show in your spreadsheet.", "The source of each assumption, such as last year's sales or a supplier quote (optional)", "Any figure you are unsure of, and the range you think it could take (optional)" ], "you_get": [ "A list of your assumptions marked as history, estimate or guess", "Recalculated figures set beside the model's figures, with any mismatch explained", "A base, better and worse case with the inputs that differ", "The inputs that move the answer most, and the point where your choice flips", "A tradeoff table for your options and a list of checks still needed" ], "use_when": [ "You built a forecast or a pricing model and want a second pair of eyes before you rely on it.", "You have two options, such as a new product line or a new hire, and want the numbers set side by side.", "A lender or investor will read your model and you want to find the weak spots first.", "You inherited a spreadsheet and do not know which inputs drive the answer." ], "skip_when": [ "You want a new model built from scratch. Use the Financial model builder.", "You want to know if a single purchase pays back. Use the Business investment analyst.", "You want new results worked into an existing model. Use the Financial model refresher.", "You need tax, audit or personal investment advice. Take those to a qualified accountant or adviser." ], "output_sample": { "input": [ "The decision you are making, in one or two lines", "Your model's assumptions, as a list or table", "The model's key results, as your spreadsheet shows them", "The source of each assumption and any ranges you think are fair (optional)" ], "prerequisites": [ "An AI that can read pasted tables or a spreadsheet file" ], "output": [ { "name": "Decision and scope", "contains": "The choice under review, the outputs that matter and the time span." }, { "name": "Assumptions", "contains": "Each input with its source, labelled history, estimate or guess." }, { "name": "Recalculated figures", "contains": "The model's figures beside recalculated ones, with any difference and its likely cause." }, { "name": "Errors found", "contains": "Mistakes with where they sit, their effect on the answer and a fix." }, { "name": "Scenarios", "contains": "A base, better and worse case with the inputs that differ." }, { "name": "What moves the answer", "contains": "Each input tested, its effect and whether your choice flips." }, { "name": "Decision tradeoffs", "contains": "Each option's result in every case, its main risk and what to watch." }, { "name": "Checks still needed", "contains": "What to verify, why it matters and who can do it." } ] }, "output_shape": "DECISION AND SCOPE\n Decision | Outputs that matter | Time span \n\nASSUMPTIONS\n | | | \n\nRECALCULATED FIGURES\n
| Model says | Recalculated | Difference | Likely cause \n\nERRORS FOUND\n | | | \n\nSCENARIOS\n | | \n\nWHAT MOVES THE ANSWER\n | | | \n\nDECISION TRADEOFFS\n