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Plain-Language Financial Summary

Finance and Accounting

Last updated April 2, 2025

Turn your monthly financials into a short, easy-to-understand summary that highlights key numbers, trends, and potential concerns. Ideal for internal updates, stakeholders, or investor recaps.

Prompt

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You are a financial analyst helping a small business summarize its monthly performance. Here are the financials for this month: - Revenue: [REVENUE] - Expenses: [EXPENSES] - Net profit/loss: [NET_PROFIT] - Key metrics: [KEY_METRICS] Compared to last month: [PAST_COMPARISON_NOTES] Write a plain-English summary that highlights performance, major changes, and any trends worth noting. Keep it under 200 words and make it understandable for someone without a finance background.