You don’t need us to tell you that Year-End is a high-pressure time for accountants and finance teams, with reports to build, variances to explain, packs to prepare and questions waiting on the other side. Now you can use Joiin AI to keep things moving smoothly. It works with the data already in your Joiin account and turns it into quicker answers, clearer explanations and an easier starting point for the reporting ahead.
Powered by Joiin Intelligence, it looks at the context behind your data, checks across entities and spots anything worth a second look. Ask a question, reference a report or describe what you need, and Joiin AI brings back explanations tied directly to your numbers. It works whether you’re reporting on a single entity, a consolidated group or using non-financial data as well.
Here are 10 prompts to help Year-End run more smoothly.
1) Understand what really moved
Prompt: “What changed most across the full year and why. List the top three shifts and link to the source data.”
Why it helps: Gives you a straightforward read on performance and a head start on commentary.
Try this: “Compare this year with last year and highlight anything that sits outside the usual trend.”
2) Build a first pass annual P&L
Prompt: “Create a full year P&L for (Group or Entity), using our chart of accounts. Include revenue, COGS, gross profit, operating expenses, EBITDA and net profit.”
Why it helps: Saves you from the blank start and gets you to the review stage faster.
Try this: “Add full year variances versus budget and versus last year.”
3) Spot anomalies before sign off
Prompt: “Scan all entities for entries that look unusually high or out of pattern for the year. List anything that may need checking, with entity and account detail.”
Why it helps: A simple way to pick up potential errors early, tidy up data quality and move into close with more confidence.
Try this: “Show any invoices that have been coded differently than usual.”
4) Build a quick cash bridge
Prompt: “Summarise the change in cash from the start of the year to the end. Show opening balance, closing balance and the main movements.”
Why it helps: Cash is always top of the list at Year-End, this gives you a clear picture in seconds.
Try this: “Highlight any unusual inflows or outflows and suggest what I should review next.”
5) Compare entities at a glance
Prompt: “Compare full year performance across all entities. List revenue, gross profit and operating expenses side by side.”
Why it helps: Shows the group picture without needing to run individual reports.
Try this: “Flag any entity that changed by more than ten per cent versus last year.”
6) Draft a year end variance note
Prompt: “Write a short year end variance summary versus budget focusing on the top five movements. Keep it clear and under 120 words.”
Why it helps: Ideal for packs, audit review and internal briefings.
Try this: “Add one question the board is likely to ask based on these movements.”
7) Run a consolidation check
Prompt: “Run a consolidation review across all entities to make sure intercompany balances align and highlight anything that needs reconciling.”
Why it helps: Brings everything into one view so you can compare entities easily
Try this: “Show the entries behind anything you flagged.”
8) Build a year-end pack
Prompt: “For a year end board pack, create a structure with the key reports, charts and KPIs we should include. This is for a multi entity group.”
Why it helps: Gives you a well shaped outline to build on instead of starting from scratch.
Try this: “Add a short intro paragraph summarising overall performance this year.”
9) Turn numbers into a short update
Prompt: “Draft a short year end update for (Client or Team) covering revenue, gross margin, cash position and one risk for next year. Keep it under 120 words.”
Why it helps: A practical first version that is easy to refine and share.
Try this: “Write three simple and professional subject lines for this update.”
10) Build a reusable year end checklist
Prompt: “Create a year end checklist for a multi entity group. Include eliminations, FX rates, KPI updates, balance reviews, audit folder steps and pack creation. Add owners and due dates.”
Why it helps: Gives you a clear process you can follow again when year end comes around.
Try this: “Add the key reports to run for each step.”
Tips for better results
- Be clear about what you want. Name the entities, periods and KPIs where you can.
- Say if you want a number, a paragraph or a list.
- Keep prompts focused on one task.
- Give everything a quick check before sharing. Any AI can get things wrong now and then.
Where this fits
Think of Joiin AI as your finance companion. It handles summaries, quick analysis, anomaly checks and early structure, leaving you with more time for the insight, judgement and conversations that matter.
Joiin AI is live across reports and report packs. Try a few prompts as you move through Year-End and see how much time you save.
Ready to explore more? Start a 14 day free trial today. You’ll get full access to every feature, with no credit card required.
If you’d like to see more first, book a demo with the team or watch a pre recorded walkthrough.
