Solution

Earnings Commentary Generation

For FP&A, investor relations, and research teams covering earnings: a cited first draft of commentary, in your house structure, minutes after results land.

Earnings releasesKPI baskets10-QFinancial statementsPrior-period commentary
100% of figures cited to sourceEvery draft human-approvedFirst draft in minutes

The problem

Why this exists

Midnight

The crunch-night draft

Results land and analysts spend the night restating tables in prose — revenue up this much, margin down that much — before anyone gets to what it means.

Every figure

Reviewers redo the math

With no way to see where a number came from, reviewers re-derive each figure by hand. One transposed digit in investor material is a bad week.

3 writers

Framing drifts by author

Each analyst writes from a blank page, so the same movement gets different words, different emphasis, and different KPI definitions across entities and quarters.

The product, not a promise

A commentary draft you can interrogate

Earnings Commentary Generation — workspace
Period movements computed across the KPI basketQoQ · YoYcited
Actuals compared against the guidance you providedvs guidancecited
Segment commentary drafted in your house structureDraftedcited
Every figure linked to its statement line or release paragraph100% citedcited
Margin driver unclear from the release — held for the analystverify
Sign-off recorded: who approved, and whenNamed approvercited
HUMAN-APPROVED BEFORE IT POSTS

How it works

File in. Answer out.

  1. 1

    Ingest

    Earnings releases, statements, and KPI baskets load as soon as results are available.

  2. 2

    Compute

    Agents calculate period-over-period movements and compare actuals against guidance and consensus inputs you provide.

  3. 3

    Draft

    The platform writes first-pass commentary — what changed, by how much, and where the number lives.

  4. 4

    Cite

    Every figure in the draft links to the statement line or release paragraph it came from.

  5. 5

    Approve

    An analyst edits, signs off, and releases the commentary to its destination.

Who it's for

Built for the people who own the outcome

FP&A / IR analyst

Start from a cited draft instead of a blank page.

  • Movements computed and drafted minutes after results land
  • Click any figure to the statement line behind it
  • Crunch night goes to framing, not transcription

Head of FP&A / IR

The same structure and standard, every cycle.

  • Drafts follow your house template and KPI definitions
  • One pipeline covers one entity or a full coverage list
  • Reporting crunch shrinks without adding headcount

Controller / compliance

A trail behind every published number.

  • Named sign-off recorded before any draft releases
  • Every figure traceable to its source in one click
  • Evidence holds when commentary feeds regulated material
Corporate FP&AInvestor relationsEquity researchCredit researchAsset managersBanks
Minutesfrom results to first draft
100%figures cited to their source
Human-approvedevery draft before it publishes

Earnings commentary is skilled work built on unskilled hours. Analysts spend the crunch nights of every reporting cycle restating tables in prose: revenue moved this much, margin compressed that much, three segments beat and one missed. The judgment is in the framing; the hours go to the mechanics.

What it does

Botminds takes the mechanics. Feed it the earnings release, the financial statements, and the KPI basket you track, and agents compute the movements — quarter over quarter, year over year, actual versus guidance — and draft the commentary around them. Drafts follow your house structure and terminology because they are built from your prior commentary and your KPI definitions rather than a generic template.

Each number in the draft is cited to the statement line or release paragraph it came from: click the figure, see the source. Reviewers verify the claims that matter and skip the archaeology. The result is a first draft in minutes — analysts start from a near-complete draft and spend their time on what the numbers mean.

Governed by design

No draft self-publishes. Commentary moves through an approval flow: agents write, an analyst reviews and edits, a named person signs off, and the platform records who approved what and when. That trail matters when commentary feeds investor materials, credit reviews, or anything a regulator might later ask about.

The pattern holds at any scale. Whether you run one entity’s earnings or commentary across an entire coverage list, the same pipeline applies the same movement math, the same house structure, and the same evidence standard, every cycle — so quality stops depending on which analyst drew the crunch-night shift.

Objections, answered

What teams ask us first

How do I trust a generated draft with published numbers?

Every figure is cited to the statement line or release paragraph it came from — reviewers click the number and see the source. Anything the platform is less sure about is flagged rather than smoothed over, and a named analyst approves the draft before it goes anywhere.

Will it write in our house style?

Drafts are built from your prior commentary, your section structure, and your KPI definitions, so the terminology and framing are yours. The first cycle calibrates it against commentary you actually published; after that the draft reads like your team wrote it.

Where does our data live, and what does audit see?

Results and drafts stay in your governed workspace under your access controls. The platform records the source, the computation, the edits, and the approver for every draft, so audit reviews a trail instead of reconstructing one.

How long until a first draft on our own results?

Days, not a quarter. Load a prior release and your KPI basket, compare the draft against the commentary you published, and calibrate — then run live on the next reporting cycle.

Bring your last earnings release.

Watch a cited first draft of your commentary come together live in the demo.

Request a demo