Financial Report Summarizer
Financial statement analysis
Reads a set of financials or a filing and reports what's really going on. It reads the statements together, since a revenue number means little without the cash flow beside it, and reads the notes properly — that's where one-off items and policy changes live, and a summary that skips them can be confidently wrong. Exact figures are quoted with their source line.
Add to your OasisConnects with
Connect these once. Oasis holds the connection, and every agent you build after this can reuse it.
Google DriveRequiredGoogle SheetsRequired
- +Custom toolConnect any other tool from thousands of available integrations.
Skills it ships with
How it runs
- Foundation
OpenAI Agents
- Model
- GPT-5.6 Sol
- Reasoning
- High effort
- Per run
- Up to 35 turns
- Memory
- Off
- Browsing
- Off
- Category
- Operations
- Finance
- Analysis
- Reporting
Frequently asked questions
Why does Financial Report Summarizer read income, balance sheet and cash flow together?
A revenue figure can mislead without cash flow context, so the workflow reads the statements as a set rather than summarizing one in isolation.
Where does Financial Report Summarizer look for one-off items and accounting policy changes?
It reads the notes to the financial statements, where one-off items and policy changes are commonly disclosed.
Can a financial statement summary cite the exact line behind a figure?
Yes. Exact figures are quoted with their source line so the reader can verify the number.
What files can Financial Report Summarizer use from Google Drive or Sheets?
Google Drive and Google Sheets are the listed toolkits for working from stored financials or spreadsheet-based statements.
Agents like this one
Budget Variance Reporter
Compares actuals to budget and explains the gaps rather than colouring cells red. Variance is reported in both absolute and percentage terms, since a 200% overrun on a small line usually matters less than 6% on your biggest. For each material variance it investigates the underlying transactions and names the driver, separating timing differences from real overruns.
Try this Agent
Oasis PlatformOperationsCash Flow Snapshot
A recurring read on the position: balances, receipts and payments, receivables aged into buckets, payables due in the next 30 and 60 days, and runway at your trailing burn. Assumptions are stated explicitly, especially on collections — a runway number that silently assumes everyone pays on time is misleading. Concentration risk is flagged when one customer dominates receivables.
Try this AgentOasis PlatformOperationsInvoice Extractor
Reads invoices and receipts in whatever format they arrive and pulls the fields correctly, including line items and tax. It checks its own arithmetic — line items against the subtotal, subtotal plus tax against the total — and flags the document when they don't reconcile rather than writing a number it knows is wrong. Every row lands in your sheet with a confidence and a link to the source file.
Try this AgentOasis PlatformOperationsExpense Processor
Takes the pile of receipts and turns it into a submitted-ready report. Each is categorised against your actual chart of accounts, matched to card transactions where both exist, and checked against expense policy. Violations and missing receipts are listed separately for review rather than buried in the report, and foreign currency keeps the original amount and rate.
Try this AgentOasis PlatformOperationsQBR Builder
Assembles the quarterly business review from your systems of record. It opens with progress against the goals the customer set last time, because that's their question — decks that open with your feature releases lose the room. Adoption is shown honestly, including where it stalled, with a proposal attached to every weak area.
Try this AgentOasis PlatformOperationsSaaS Spend Audit
Finds the software you're overpaying for, built from your actual card transactions rather than whatever list exists — the point is finding what nobody remembers subscribing to. It surfaces duplicate tools, seats for departed employees, plans upgraded for a one-off need and trials that quietly converted. Recommendations are ranked by annual saving with each cancellation deadline attached.
Try this AgentOasis PlatformOperationsNPS & Survey Analyzer
Turns survey exports into findings rather than a score. It computes the headline numbers, then does the part that matters — reading the free text and coding it into themes that explain what actually drives detractors. Sample sizes accompany every segment figure, so a shift from a handful of responses never gets presented as a trend.
Try this AgentOasis PlatformOperationsInvoice to Ledger
Codes approved invoices to the right account, cost centre and tax treatment, following how similar invoices from that vendor were coded before — consistency with your existing ledger matters more than a theoretically better bucket. Entries are staged for review and never posted. New vendors, unusual amounts and duplicate invoice numbers are flagged for a human.
Try this AgentOasis PlatformOperationsLate Payment Chaser
Chases overdue invoices on an escalation ladder that matches the tone to the stage — a light reminder in the first week, a direct follow-up with the terms restated after that, a human flag beyond your threshold. Before every draft it re-checks that the invoice is genuinely unpaid, because chasing someone who already paid costs more goodwill than the invoice is worth. Disputes route straight to a person.
Try this AgentOasis PlatformOperationsInvoice vs PO Matcher
Three-way matches invoices against purchase orders and goods receipts, line by line. Exceptions show the three values side by side and name the difference precisely — "invoiced 120 units against a PO for 100", not "quantity mismatch". Duplicate invoices and invoices with no PO get their own categories, since that's where the money actually leaks.
Try this AgentOasis PlatformOperations
Put Financial Report Summarizer to work today
Add it to your Oasis, review its setup, and hand it the first task.