FS Review

fs_review

Integration
connected app
Connected app id
fs_review
Primary skill / app slug
fs-review
Output type
fs_review_package
Tier
top_25
Manual approval
Required

Execute Workload

Required inputs

Fallback tools

None listed

Connected app

Standalone app for financial statement intake and review: operator picks partner, month, and year; the UI shows what is missing versus provided, runs preprocessing, and can run server-side AI review when configured. Optional flows copy refinement commands into Cursor.

This page is the Alpha Engine catalog entry. The live application runs in your deployed environment—use "Open app" when a URL is set in connected_apps.json (open_url or env from open_url_env).

In the standalone app

  • Partner, month, and year selection (e.g. Legacy / March / 2026)
  • Archive month action for period hygiene
  • Upload / sync for statement inputs (cloud upload control in app)
  • Preprocessing and gap view: missing vs provided
  • AI review on the server when ANTHROPIC_API_KEY is set
  • Command reference and Cursor-oriented refinement hooks

Output: Workbook naming follows partner and posting period, e.g. `{Partner}/{YYYY_MM}/FS_Review_Workbook.xlsx` (exact layout is defined by the deployed app, not this repo).

Environment
KeyPurpose
ANTHROPIC_API_KEYEnables Run AI review in the standalone FS Review backend when configured.

Related workflows: dcf_valuation, lbo_case, public_comps, financial_model_audit

Host the FS Review app on your own URL; set that base URL in operator env or your gateway. Do not commit API keys or customer paths. Alpha Engine lists this app and links related model workflows only—execution stays in the FS Review deployment.