Agent

Management reporting commentary

Writing the commentary is the part of reporting that gets done late at night. This agent drafts it from the numbers finance has already signed off, in the structure your pack uses, with each figure pointing back to where it came from. The finance lead edits and approves before the pack goes anywhere.

How it runs

Step by step

01

Take the signed-off numbers

The agent works only from the approved reporting workbook for the period, not from drafts still in progress.

02

Read last period's pack

It picks up the structure, headings and phrasing your readers are used to, so the pack stays comparable from month to month.

03

Draft the movements section

Each section is drafted describing what moved and against what, with the sheet or table behind every figure cited.

04

Pull the existing explanations

Where a note, ticket or thread already explains a movement, the explanation is quoted and linked rather than invented.

05

Mark what is unexplained

Movements with no supporting explanation are flagged as open in the draft, so finance chases them before the reader finds them.

06

The finance lead approves

The finance lead edits the commentary and approves the pack. Nothing is circulated before that happens.

The harness

Exactly what this agent can see, touch and change

The same five controls sit behind every Askollo agent. These are this one's settings — visible before you build it, not buried in an admin screen afterwards.

Context

What reaches the model

Finance leads and FP&A teams producing a monthly pack for management, especially where the same commentary is rewritten from a blank page every period.

Escalation

When it asks a person

The finance lead approves the commentary before the pack is circulated

Applications & Rights

Which tools it uses, and what it may do in each
SharePointRead only
NotionRead only
Google DriveReadWrites newCreates new records or documents. Never edits, moves or deletes anything that was already there.

Verification

How you know it’s right

Every claim links to the document it came from. A statement the agent cannot cite does not make it into the output — which is what makes the result reviewable in minutes rather than re-read end to end.

Who it’s for

Finance leads and FP&A teams producing a monthly pack for management, especially where the same commentary is rewritten from a blank page every period.

What you’ll need

  • An approved reporting workbook
  • Last period's pack for structure
  • An agreed materiality for commentary
  • A finance lead to approve

What you get

  • Drafted commentary in your pack structure
  • A citation for each figure used
  • A list of unexplained movements

What it doesn’t do

It writes about numbers you have already approved. It does not calculate results, adjust figures, or decide what is material, and it will not explain a movement your connected sources do not explain.

How you get it

We build the first one with you

Not a template you configure alone. We sit with your team, build it on real data, and hand over the controls.

01

Scope

One session with the people who actually do the work. We agree what the agent reads, what it may write, and who approves.

02

Co-build

Built on your own data, not a sandbox. You watch it being made, so you know why it behaves the way it does.

03

Handover

You own the controls. Change the context, tighten the rights, move the approval gate — without coming back to us.

What it replaces

Parts of the work currently spread across the categories below. It does not replace any of those products outright.

Writing commentary from a blank pageCopying last month's wording by handChasing explanations after the pack is out
Estimated savingNot setNo figure ships until someone at ollo owns it and the method behind it.

Frequently asked

Does it produce the numbers?

No. It reads the workbook you have signed off and writes about it. If the numbers change, you rerun the draft. Keeping the calculation in your own model is deliberate: the audit trail stays where your reviewers expect to find it.

How do we know a figure in the text is right?

Every figure is cited to the sheet, cell or table it came from, so a reviewer clicks through and checks. Anything the agent could not tie to a source is left out of the draft and listed separately.

Can it match our house style?

Yes. It takes the structure and phrasing from your previous packs, and the finance lead's edits at approval feed the next draft. Where you have a written style guide, we connect it during the co-build.

What if a movement has no explanation anywhere?

It marks the movement as unexplained rather than reaching for a plausible reason. That list is often the most useful part of the draft, because it is exactly what management will ask about.

Let's Build

AI is a capability you build. Let's build it together.

30 minutes with our team and you'll leave with a real plan — not a sales pitch.