A Work Agent for Financial Analysts and Finance Teams

Give Floatboat approved financial sources, metric definitions, and reporting rules. It prepares research packets, variance commentary, and monitoring briefs with visible assumptions for analyst review.

Floatboat Agent

financial analysts and finance teams · Quarterly review · Variance preparation

Working

Organize filings, transcripts, metrics, and open questions before deeper analysis.

▱ Financial statements▱ Operating metrics▱ Assumption set

I’ll run the “Prepare a company research packet” workflow, starting with the materials you provided.

Activity0/4

·Define scopeRunning…
·Collect sources
·Extract metrics
·Build brief

Organizing context and preparing editable deliverables

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Ask a follow-up, add files, or ask the agent to revise the deliverable…

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Streaming interface preview · Click the composer to download Floatboat. No real data is processed.

Common tasks and representative workflows

What Financial Analysts Can Delegate

Financial analysis breaks down when updated numbers, operating explanations, model assumptions, and management commentary no longer reconcile to the same period and source.

Common tasksPrepare a company research packetDraft a variance reviewMaintain recurring market monitoringVariance tableQuestion listReview narrative

Prepare a Company Research Packet

The problem

Numbers and narrative live apart

A workbook may show the movement while filings, transcripts, emails, and operating notes contain the explanation.

What the agent handles

Organize filings, transcripts, metrics, and open questions before deeper analysis.

Define scope · Collect sources · Extract metrics · Build brief

Deliverable

A source-linked company brief and diligence question list.

Human boundary: Analysts verify every figure and decide what is financially material.

Draft a Variance Review

The problem

Source updates trigger repetitive work

Each new filing, forecast, close, or market update triggers another round of extraction, normalization, and commentary.

What the agent handles

Connect actuals, plan, prior periods, and operating context into an editable management narrative.

Load approved data · Calculate changes · Gather context · Draft commentary

Deliverable

A variance table, drivers, and review-ready commentary.

Human boundary: Finance owners validate calculations, causes, and management implications.

Maintain Recurring Market Monitoring

The problem

Recurring reports restart from old copies

Monthly and weekly reviews are often rebuilt from copied files instead of a controlled trail of sources, assumptions, and changes.

What the agent handles

Update a controlled watchlist and surface changes that deserve analyst attention.

Set watchlist · Collect updates · Compare periods · Prepare alert

Deliverable

A dated monitoring brief with changed assumptions and follow-ups.

Human boundary: The analyst decides significance and retains all investment or financial judgment.

A capability stack for the work

Floatboat Capabilities for Financial Analysts

The Work Agent uses these capabilities inside a persistent workspace to read context, execute steps, and deliver results. People retain consequential decisions.

Agent Workspace

an Agent Workspace that preserves financial analysts project context can keep approved financial sources, calculations, assumptions, commentary, review notes, and editable outputs connected across recurring reporting cycles.

The same context stays available across follow-ups, revisions, and recurring work, so the agent can continue from an inspectable project instead of starting over in a new chat.

FloatboatQuarterly review · Variance preparation

Project files

▱ Financial statements

▱ Operating metrics

▱ Assumption set

Agent run

Variance tableQuestion listReview narrative

Multiple AI Models

multiple AI models inside one financial analysts project can select models for long filings, structured extraction, analytical challenge, or fast drafting while preserving the approved sources, assumptions, instructions, and working context.

The model can change with the stage of work while approved files, instructions, prior decisions, and deliverables remain in the same workspace. Users do not need separate provider API keys for officially available models.

FloatboatQuarterly review · Variance preparation

Auto

Automatic routing

Same workspace context

Claude Opus 4.6

GPT-6 Astra

Gemini 3.1 Pro

AI File Organizer

Organize statements, exports, reports, and supporting documents locally with recognizable periods and versions before recurring analysis and review.

The organizer handles file preparation as a separate, visible step; people still decide which folders are in scope and verify the proposed structure before relying on it.

FloatboatQuarterly review · Variance preparation

Before

□ 1_Financial statements_final

□ 2_Operating metrics_final

□ 3_Assumption set_final

Suggested structure

└ Financial statements

└ Operating metrics

└ Assumption set

AI Scheduling Assistant

Prepare recurring close, reporting, monitoring, and management-review work around real deadlines, with the required inputs and expected outputs attached.

Calendar time becomes an execution context with the relevant files and expected result attached, while changes and external actions remain reviewable.

FloatboatQuarterly review · Variance preparation

MTWTF

Prepared: Variance table

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Questions before you start

Work Agent Questions for Financial Analysts and Finance Teams

Finance teams need number-level provenance, visible assumptions, period consistency, and clear ownership of every financial conclusion.

Is Floatboat a financial model, ERP, or market-data terminal?+

No. Those systems remain the sources of record and calculation. Floatboat helps analysts organize approved extracts, filings, transcripts, assumptions, and commentary into reviewable work products.

Can it make an investment or financial recommendation?+

It can prepare evidence, changes, scenarios, and questions, but analysts remain responsible for materiality, valuation, forecasts, recommendations, and any decision based on them.

Can it follow our chart of accounts, KPI definitions, or research template?+

Yes. Supply the approved metric definitions, periods, sign conventions, reporting structure, assumption register, and review format before analysis begins.

How do we keep numbers from being mixed across periods or units?+

Carry source, period, currency, unit, and calculation status with each figure; reject silent gaps; and reconcile all numbers to the source system or approved model before using the commentary.

How should confidential financial data be handled?+

Use only data permitted by company policy and applicable obligations, restrict each workspace to necessary files, and review the processing and retention behavior of every model and connector.

Will it publish a report or update a model automatically?+

Not in the recommended workflow. Draft commentary, watchlist updates, and proposed changes remain pending until an analyst validates the figures and approves the destination.

What is a practical first finance workflow?+

Take one completed reporting period, provide the approved actuals, plan, definitions, and operating notes, then compare the generated variance table and commentary with the signed-off version.

Make the variance commentary traceable to the figures

Use a closed period, approved metrics, and source tables to prepare commentary an analyst can verify line by line.

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