◆ Assistive Specialist
Loads the actuals, refreshes the rolling revenue and expense forecast, and writes the variance commentary … what beat plan, what missed, and why … for the management pack. Drafts on close completion in a single overnight run, each variance tied to its driver and source figure.
Memory
Working The current actuals, the forecast model and the variance findings.
Episodic Prior forecasts, plan vs. actual accuracy, recurring variance drivers.
Semantic The cost/revenue driver tree, the chart of accounts, business segments.
Procedural Forecasting methodology tuned against realised accuracy.
Store File-based memory tool + results warehouse
Orchestration
MCP
Harness · Managed Agents … session with code-exec for the forecast model; compaction on long horizons.
Tools
{ } Planning / EPM system API { } Actuals data mart API ›_ Driver-based forecast model Code exec ⌕ Management-reporting templates Retrieval
Evals & guardrails
- Forecast accuracy tracked vs. realised; systematic bias flagged for retuning.
- Variance commentary cites the underlying driver and the source figure.
- Gold-set replay against a closed prior period.
Offline reflection
Offline replay of forecast-vs-actual gaps to retune the driver weights … a Reflexion-style loop on its own prediction errors.
Frontier edge
- ▲Causal variance attribution: separates what drove the miss (deposit volume) from what merely moved with it, so the commentary explains cause not correlation.
- ▲World-model forecast simulation: runs the driver tree across hundreds of forward paths to bracket the forecast, not hand back a single point.
- ▲Continual learning (eval-gated): every forecast-vs-actual gap retunes the driver weights, lifting accuracy without a full model rebuild.
A sample run
Trigger Close completes; the monthly forecast refresh is requested for the management pack.
- 1Load actuals; compute variances against plan and prior forecast.
- 2Re-run the driver-based forecast for the remaining quarters.
- 3Attribute material variances to drivers; draft the commentary.
Output An updated rolling forecast and a variance narrative (NII +$18m on higher deposit volumes, expenses +$6m on contractor spend) ready for the management pack.
In numbers
overnight on close
Forecast refresh
drafted in minutes
Variance commentary
Handoffs
Fed by ← Month-End Close Agent