Consolidated Flux — Variance Commentary Rollup
Merge flux commentary across entities, reports, accounts, and periods into a single unified narrative — rolling child-level explanations up to group level, stitching commentary across months for CFO or controller review.
Merge flux commentary across entities, reports, accounts, and periods into a single unified narrative — rolling child-level explanations up to group level, stitching commentary across months for CFO or controller review.
Before You Begin
- Numeric MCP connected.
- Numeric Toolkit installed.
- Flux commentary populated in the source reports (use Auto-Draft Flux Explanations to fill gaps first).
- At least one flux report config (MoM IS, MoM BS, QoQ, etc.).
How It Works
- Ask Claude to consolidate. Example prompts:
- "Consolidate flux across entities."
- "Roll up variance commentary for March."
- "Build the CFO flux summary."
- "Unified variance view."
- Claude asks which dimension(s) to consolidate across (one or more):
- Entities — merge flux from multiple subsidiaries
- Reports — MoM IS and QoQ IS side-by-side per account
- Accounts — child accounts rolled up to group narratives
- Periods — trend commentary across months
- Claude pulls flux explanations, task comments, and report data for each dimension.
- Claude merges and — where applicable — synthesizes child narratives into group-level stories.
- Claude outputs an Excel workbook or markdown summary.
What You Get
A consolidated table with these columns:
Four consolidation modes:
- Across entities — total row sums per group across subsidiaries
- Across reports — MoM and QoQ side-by-side with both commentaries
- Across accounts — group-level narrative with top 2–3 drivers attributed to child accounts
- Across periods — trend: "Software Expense up 3 months in a row, +$12K / +$8K / +$15K, driven by vendor onboarding → license true-up → additional seats"
Persistent trends (3+ months same direction) and inflection points are auto-flagged.
File output: Consolidated_Flux_{Period}.xlsx.
Troubleshooting
FAQ
- Can I run on just one account? Yes — trend mode is great for single-account stories across 3–6 months.
- Output format? Excel by default. Ask for markdown if you want a quick in-chat summary.
- Does it pull task comments or just explanations? Both — comments often contain context not in the formal explanation.
Download & Install
Download the full Numeric Toolkit (15 community skills, including this one):
Install via Claude Code CLI:
/plugin marketplace add geoff-lew/numeric-toolkit
/plugin install numeric-mcp-toolkit
Or drop the .skill directory into ~/.claude/skills/ manually. Once installed, just describe what you need — the skill activates automatically.
Need help? Reach out to support@numeric.io.
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