Budget Deep Analysis

Problem it addresses

Budget analysis often breaks when reports quote pre-filled totals, mix duplicate account names, treat monthly rate fields as annual rates, or compute growth rates for newly added items. This skill turns the path from raw Excel data to a verified Excel and Word report into a repeatable workflow, so every figure can be traced to a validated variable.

How it works

• Structure recognition: distinguishes actual-data sheets from budget sheets and checks column layout before extraction.
• Full extraction: pulls revenue, cost, gross profit, expense subtotals, expense details, headcount, and summary rows.
• Cross-validation: flags material variances, traces them to driver accounts, and blocks unvalidated numbers from entering the report.
• Output rules: produces an Excel workbook with color codes, ★ markers, and monthly trends, plus a structured Word report.

Boundaries

Best suited to finance workbooks with clear budget and actual structures. It does not resolve missing account definitions, disordered rows, or audit-grade evidence needs. It assumes sheet roles can be identified and that rates should be recomputed from totals.