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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_04/

Workflow detail · Open standalone ↗

Actions shown depend on current month state.

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_04/source/
  • Workbook

    No workbook yet for this month.

    Missing template(s): FS_Review_Template.xlsx and one_pager.xlsx. Upload the missing file(s) under the partner `_template` folder before running full output generation.

    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

    PP · Source File Preprocessor

    Pre-Run

    Monthly

    9 functions

    Phase 1

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

    AE · Adjusting Entry Review

    MonthlyDepends on PP

    BS · Balance Sheet Review

    MonthlyDepends on PP

    AR · AR Aging & Collections

    MonthlyDepends on PP

    RR · Rent Roll Reconciliation

    MonthlyDepends on PP

    Phase 2

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

    BV · Budget Variance Commentary

    MonthlyDepends on AE

    OR · Operational Review

    MonthlyDepends on AE, RR, BV

    CX · CapEx Tracker

    MonthlyDepends on AE

    Phase 3

    Synthesis · Synthesizes results from the earlier phases

    DC · Debt Covenant Compliance

    MonthlyDepends on BS, CF

    CF · Cash Flow & Liquidity

    MonthlyDepends on BS, BV, CX

    Weekly

    4 functions

    VP · Vacancy & Leasing Pulse

    Weekly

    CW · Collections Watch

    Weekly

    WO · Work Order Aging

    Weekly

    LE · Lease Expiration Monitor

    Weekly

    Quarterly

    3 functions

    IR · Investor Reporting Package

    QuarterlyDepends on AE, BV, BS, OR, AR, RR, CX

    MC · Market Comp Check

    Quarterly

    IT · Insurance & Tax Review

    Quarterly

    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 April 2026 for Legacy.
    Period folder: Legacy/2026_04/
    Selected functions: PP
    Completed phase sets: Phase 0 — Prep
    
    Execution order and purpose:
    - PP (Source File Preprocessor): Scans PM exports by content signature, splits combined workbooks into individual canonical files (trial_balance.xlsx, general_ledger.xlsx, etc.), and archives originals. Must run before any review function..