Beginner
Preliminary analytics: identify unusual trends and inquiry questions
Performs preliminary analytical procedures and produces targeted inquiry questions for management. Great for planning meetings and focusing testing on unusual movements.
Perform preliminary analytics for {client_name}.
Inputs:
- Comparative financials: {comparative_financials}
- KPIs / operating metrics: {operating_metrics}
- Budget vs actual (optional): {budget_vs_actual}
- Known events: {known_events}
Deliver:
1) Trend and ratio analysis with notable fluctuations (table + brief commentary).
2) “What to ask management” question list, prioritized by risk/impact.
3) Suggested areas for expanded substantive testing.
4) Potential data quality concerns (classification changes, one-time items).
Keep outputs audit-ready and avoid speculative language.Related Prompts
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Drafts an audit planning memo with scope, key risks, materiality, and a fieldwork timeline. Built for audit seniors/managers who need a review-ready planning document quickly.
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1
2
6
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Measures how a percentage change in sales affects operating income.
GPT-4oClaude 3.5 Sonnet
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4
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Drafts a clear audit finding memo using the 5C format and proposes remediation. Useful for internal audit and external audit communications.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
6