Finance and investment

The workflow links dated positions and statements to assumptions and decision notes. Forecasts must remain visibly modelled. Access to accounts, feeds or transaction systems is deployment-specific; moving money requires a named person.

This is an illustrative use case, not an activated service on this page. Confirm the features, data sources, permissions and acceptance tests for your deployment. Your agreement defines what is included.

A reporting pack with a source behind each number.

Gather the agreed records for a recurring report. Keep dates, assumptions and missing statements beside the figures so a person can review the result.

Information to agree on

• Authorised statements and dated source records
• The reporting period, calculation definitions and missing inputs
• The reviewer and permitted distribution of the finished report

Where the decision stays

Research and preparation do not authorise a transaction. Movement of money, account changes and professional advice require their own appropriate authority.