finance

Financial reports and summaries

Ask for a financial summary that you can verify, control the period and currency, and avoid acting on an unverified figure.

Last verified 13 October 2026 · OpenbirdAI documentation

A useful financial summary states what period it covers, which entity it came from, what currency it uses, and which records it was based on. Ask for all four every time.

This guide describes a capability that depends on the connected provider, the permissions granted to it, and your current plan. If the provider cannot supply the required data, OpenbirdAI reports it as unavailable rather than estimating.

A well-specified request

text

"For the connected company, summarise Q2 income by category in USD,
 list the five largest expenses, and cite the accounts used."

Name the entity or confirm the connected one.
State the period precisely — quarter, month, or date range.
State the reporting currency.
Ask for the sources.

Reading a financial summary

Check that the stated period matches what you asked for.
Check whether any figure was converted, estimated or rounded.
Compare one headline number against the provider before relying on the rest.
Treat narrative conclusions as commentary, not findings.

Common sources of confusion

Cash basis versus accrual basis.
Gross versus net figures after refunds and fees.
Partial-period data compared against a full period.
Currency conversion across periods with different rates.

Reporting to others

When you share a summary, carry the caveats with it: the period, the currency, the entity, and the fact that it was generated. A summary without those qualifiers is how financial misunderstandings start.

OpenbirdAI is not an auditor. Anything that must stand up to audit, lending or a regulator needs the provider record and a qualified reviewer.

Keeping a reusable reporting rhythm

Monthly and quarterly reviews go quickly once the scope is written down once and reused.

Store the reporting scope — entity, periods, currency, categories — in workspace memory.
Ask for the same comparison each cycle so trends stay comparable.
Keep the sources with each cycle so a later reader can reproduce the numbers.

Comparability matters more than novelty. A consistent format across cycles is what makes a change visible.

Handling figures you cannot reconcile

Occasionally a number will not match your own records. That is worth chasing rather than accepting in either direction.

Ask for the figure with its source and the exact period used.
Check whether a currency conversion or a rounding step was applied.
Check whether the provider exposes synced rather than live data.
Compare with the provider record rather than with a screenshot of a report.

A persistent discrepancy usually means the connected company or period is not the one you think, not that the arithmetic is wrong.

Common questions

Why does a summary look different from my management report?

Different periods, bases, or currency handling. Compare the scope first, then the numbers.

Can I export the underlying records?

Ask for the specific accounts or transactions and their sources; exports remain subject to the same workspace permissions.