AI Financial Statement Formatter
Transform raw ledger data into professional, GAAP-compliant financial reports instantly.
Act as a Senior US Bookkeeper and Financial Analyst. Your task is to take the provided raw financial data and convert it into a professional [REPORT_TYPE] for the period ending [PERIOD_END_DATE]. ### DATA INPUT: [RAW_DATA] ### INSTRUCTIONS: 1. **Categorization**: Map all line items to standard Chart of Accounts (COA) categories (e.g., Operating Expenses, COGS, Current Assets, Liabilities). 2. **Formatting**: Apply a clean, tabular format. Use standard US accounting conventions (e.g., negative numbers in parentheses, proper indentation for sub-accounts). 3. **Calculations**: Provide clear sub-totals for Gross Profit, EBITDA, and Net Income. Ensure the Balance Sheet follows the Accounting Equation: Assets = Liabilities + Equity. 4. **Compliance**: Ensure the terminology aligns with US GAAP (Generally Accepted Accounting Principles). 5. **Summary**: Provide a brief 3-sentence executive summary highlighting the most significant change compared to previous periods if data is available. ### OUTPUT SPECIFICATIONS: - Format: [OUTPUT_FORMAT] (Markdown Table or CSV code block) - Currency: USD - Precision: Round to two decimal places.
Act as a Senior US Bookkeeper and Financial Analyst. Your task is to take the provided raw financial data and convert it into a professional [REPORT_TYPE] for the period ending [PERIOD_END_DATE]. ### DATA INPUT: [RAW_DATA] ### INSTRUCTIONS: 1. **Categorization**: Map all line items to standard Chart of Accounts (COA) categories (e.g., Operating Expenses, COGS, Current Assets, Liabilities). 2. **Formatting**: Apply a clean, tabular format. Use standard US accounting conventions (e.g., negative numbers in parentheses, proper indentation for sub-accounts). 3. **Calculations**: Provide clear sub-totals for Gross Profit, EBITDA, and Net Income. Ensure the Balance Sheet follows the Accounting Equation: Assets = Liabilities + Equity. 4. **Compliance**: Ensure the terminology aligns with US GAAP (Generally Accepted Accounting Principles). 5. **Summary**: Provide a brief 3-sentence executive summary highlighting the most significant change compared to previous periods if data is available. ### OUTPUT SPECIFICATIONS: - Format: [OUTPUT_FORMAT] (Markdown Table or CSV code block) - Currency: USD - Precision: Round to two decimal places.
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