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Financial Statement Review

Full FS Review runtime consolidated into Alpha Engine. Upload reports, preprocess, manage workbooks, archive periods, import with verification, and run review output from this app using the existing Alpha Engine design system.

Period folder
Legacy/2026_03/
Workflow detail

Actions are shown only when they apply to the current month state. Hover any action for a brief description.

Selected

1

functions in this run set

Monthly

0

core monthly reviews

Weekly

0

watchlist functions

Quarterly

0

Phase 0 — Prep

Source intake

Load a period to inspect source files.

  • Status: —
  • Folder: Legacy/2026_03/source/

    • Workbook

    No workbook yet for this month.

    Partner template is missing, so this month’s workbook cannot be created from template yet.

    Prior periods

    No archived periods yet.

    Function presets

    Jump to a standard selection set, then adjust individual functions below.

    Current preset

    PP only

    Active selection: PP.

    Pre-Run

    1 functions

    Monthly

    9 functions

    Phase 1

    Core Analysis · Independent foundation analyses with no cross-function dependencies

    Phase 2

    Variance & Ops · Cross-references Phase 1 findings for variance commentary

    Phase 3

    Synthesis · Synthesizes results from the earlier phases

    Weekly

    4 functions

    Quarterly

    3 functions

    Run selected work

    Use the first action to execute workbook updates. Use the AI action only when you want a narrative review drafted from the prepared data.

    AI review is unavailable because the current Alpha Engine server process does not see OPENAI_API_KEY.

    Operator brief

    Run FS Review for March 2026 for Legacy.
Period folder: Legacy/2026_03/
Selected functions: PP
Completed phase sets: Phase 0 — Prep

Execution order and purpose:
- PP (Source File Preprocessor): Identify, split, and rename source files by content..