Consolidated Flux — Variance Commentary Rollup

Last updated: April 17, 2026

Merge flux commentary across entities, reports, accounts, and periods into a single unified narrative — rolling child-level explanations up to group level, stitching commentary across months for CFO or controller review.

Before You Begin

  • Numeric MCP connected.

  • Numeric Toolkit installed.

  • Flux commentary populated in the source reports (use Auto-Draft Flux Explanations to fill gaps first).

  • At least one flux report config (MoM IS, MoM BS, QoQ, etc.).

How It Works

  1. Ask Claude to consolidate. Example prompts:

    • "Consolidate flux across entities."

    • "Roll up variance commentary for March."

    • "Build the CFO flux summary."

    • "Unified variance view."

  2. Claude asks which dimension(s) to consolidate across (one or more):

    • Entities — merge flux from multiple subsidiaries

    • Reports — MoM IS and QoQ IS side-by-side per account

    • Accounts — child accounts rolled up to group narratives

    • Periods — trend commentary across months

  3. Claude pulls flux explanations, task comments, and report data for each dimension.

  4. Claude merges and — where applicable — synthesizes child narratives into group-level stories.

  5. Claude outputs an Excel workbook or markdown summary.

What You Get

A consolidated table with these columns:

Column

Content

Account Group

e.g. "OpEx", "Revenue"

Account

If showing detail

Entity

If multi-entity

Variance $

With period labels in trend mode

Variance %

Consolidated Commentary

Merged narrative

Four consolidation modes:

  • Across entities — total row sums per group across subsidiaries

  • Across reports — MoM and QoQ side-by-side with both commentaries

  • Across accounts — group-level narrative with top 2–3 drivers attributed to child accounts

  • Across periods — trend: "Software Expense up 3 months in a row, +$12K / +$8K / +$15K, driven by vendor onboarding → license true-up → additional seats"

Persistent trends (3+ months same direction) and inflection points are auto-flagged.

File output: Consolidated_Flux_{Period}.xlsx.

Troubleshooting

Issue

What to Check

Missing commentary

Only populated explanations get consolidated. Run Auto-Draft Flux Explanations first to fill gaps.

Rollup didn't flag a trend

Trend flagging requires 3+ months same direction. Shorter runs won't trigger a pattern callout.

Account hierarchy missing

Skill falls back to list_financial_accounts category codes to derive parent groups.

Duplicates across reports

Expected when the same account appears in both MoM and QoQ reports — side-by-side view shows both commentaries.

FAQ

  • Can I run on just one account? Yes — trend mode is great for single-account stories across 3–6 months.

  • Output format? Excel by default. Ask for markdown if you want a quick in-chat summary.

  • Does it pull task comments or just explanations? Both — comments often contain context not in the formal explanation.

Download & Install

Download the full Numeric Toolkit (15 community skills, including this one):

🔗 numeric-mcp-toolkit.zip

Install via Claude Code CLI:

/plugin marketplace add geoff-lew/numeric-toolkit
/plugin install numeric-mcp-toolkit

Direct link to the Skill

🔗 consolidated-flux.skill

In Cowork, go to Customize in the left sidebar, click +, select the Skills tab, and click Install to upload the downloaded skill file.

Need help? Reach out to support@numeric.io.