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Financial Report Builder

Build deterministic financial report JSON from aggregated finance sections.

Build Financial Report

AI-generated

Summary

Build a structured financial report JSON from given aggregated financial sections, selecting from multiple report types like balance sheet, cash summary, executive summary, and others.

Inputs

  • Report Type (required) — Select the type of financial report to build, such as 'Executive Summary', 'Balance Sheet', 'Profit and Loss', 'KPI Table', 'Cash Summary', 'Dashboard JSON', or 'AI Agent Report'. Defaults to 'executive_summary'.
  • Currency — Set the currency code used in the report metadata and for currency metrics, defaulting to 'EUR' if not specified or if input data does not provide it.
  • Include Dashboard Data — Define whether to include dashboard-ready cards and tables along with non-dashboard report types. Defaults to false.
  • Include Source Data — Choose whether to embed sanitized input source financial data into the output for traceability and review. Defaults to false.
  • Reporting Period Label — Provide an optional label for the reporting period that will appear in the report title and executive summary.

Output shape

a single JSON object representing the financial report with detailed sections, metrics, narrative summaries, warnings, errors, audit trail, and metadata about the report generation process.

Output includes report metadata (generation timestamps, row and column count), an array of report sections pertinent to the chosen report type, a metrics map keyed by metric names, and optionally dashboard data, source data, and AI agent instructions depending on the report type and input options. Errors and warnings are reported if input validation or metric calculations fail. The node expects a single aggregated financial report object as input and validates required sections depending on the report type.

Examples

Example 1: Build an Executive Summary report in USD with a custom period label

Set Report Type to 'Executive Summary', Currency to 'USD', Reporting Period Label to 'Q1 2024'.

Example 2: Generate a full Dashboard JSON report including dashboard cards and tables

Select Report Type as 'Dashboard JSON' and enable 'Include Dashboard Data'.

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