Workflowmicrosoft-copilotchatgpt

Explain month-end variances in plain English

Turn a budget vs actual table into a short note your manager will read.

Ben Carr

Oct 16, 2026

Workflow
1. Paste the budget vs actual table (no client names).
2. Ask: "List the five biggest variances by amount and percentage."
3. Ask: "For each, suggest likely causes I should check, and write a 150-word summary for a non-finance manager."

Tips and gotchas

The AI guesses causes. Confirm each one before sending.

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