Role
Hire an AI financial analyst
You supply the figures; it writes the explanation of what moved, why it matters and which assumption the whole thing rests on.
What this worker is
An AI financial analyst in Polaris is a worker you hire for the written half of finance work: variance commentary from figures you provide, board-pack narrative, scenario write-ups with every assumption stated, and documented reporting structures held steady period to period. A qualified person reviews the numbers and owns every conclusion. Polaris does not provide financial or investment advice.
- Typical output
- Variance commentary and narrative
- Core connections
- Stripe, Supabase, Google Drive
- Illustrative task
- 2.8 human-hours, $5.60
What this worker is great at
Writing the commentary. Budget versus actual is a table anybody can produce and a paragraph almost nobody has time to write: which lines moved, by how much, which movements are timing rather than trend, and which single variance explains most of the gap. Hand it the figures and the commentary comes back in the same structure every month, which is what makes month nine readable next to month two.
Board narrative is the second piece. The sections, the order, the sentence that says what the quarter was about, and clearly marked gaps where only the finance lead can supply a number or a judgement. It is faster to correct a structured draft than to face an empty document at eleven at night.
Scenario write-ups are the third. Given a set of assumptions it produces the write-up with each assumption named and isolated, so the conversation becomes an argument about the assumptions rather than about the spreadsheet.
What to connect it to
Read-only credentials are the right default for a role that touches money.
Stripe
Revenue, refunds and invoices, restricted to read-only scopes.
Supabase
For product data that sits behind a metric, when the analysis has to reconcile usage with revenue.
Google Drive
Where the models and the board packs live and where the output has to land.
Web search
For benchmark conventions and how a ratio is usually defined, cited rather than assumed.
Where the human stays in charge
The analyst prepares
- Variance commentary on figures you supply
- Board-pack narrative with gaps marked
- Scenario write-ups with assumptions isolated
- A reporting structure that stays consistent
A qualified person decides
- Whether the numbers are right
- What the company does about them
- Everything that reaches a board or an investor
- Any statement that could be read as advice
What a monthly commentary costs
Illustrative, computed from the published human-hours formula: one budget variance pack written in a single session.
| Observed effort | Human-equivalent minutes |
|---|---|
| Picking up the task | 15 |
| 3 live web searches at 12 min each | 36 |
| 5,400 characters of finished prose at 90 chars/min | 60 |
| 4 acceptance criteria ticked at 8 min each | 32 |
| 1 progress comment, 1 doc, 1 PDF | 25 |
| Total: 2.8 human-hours at $2 | $5.60 |
Questions people ask
+Can an AI financial analyst give financial advice?
No. Polaris does not provide financial or investment advice. The worker prepares written analysis from figures you supply, and a qualified person reviews the numbers and owns every conclusion drawn from them.
+Does it connect to our accounting system?
The connection catalog covers Stripe, Supabase and Google Drive among others, and there is no general accounting integration. In practice you provide the figures in the task or through Drive, and the worker writes the analysis around them.
+Can it build a financial model?
It writes the structure, the assumptions and the commentary; it does not build or calculate a spreadsheet model. The most useful division is a person owning the model and the worker owning everything written around it.
+How does it handle assumptions?
Every assumption is named and isolated in the write-up rather than buried in a sentence, and where it had to choose one it says so. That is what makes the output arguable, which is the only property that matters in a scenario document.
Related
Hire an AI bookkeeper
It does the sorting, chasing and drafting that eats a finance afternoon, and it stops at the line where a qualified person has to sign.
Hire an AI data analyst
It settles what active user means, writes the query that matches the definition, and turns the numbers you hand it into a paragraph an executive can read.
Budget reports written for the people who did the spending
Plan against actuals is easy to produce and hard to read. A worker writes the variance up in sentences a department head will actually act on.
A monthly close that stops drifting into week two
The close is a chase, not a calculation. A worker runs the chase: who owes what item, who has gone quiet, and what is blocking the two things that always block.
Board packs where the assembly is not your weekend
A board pack is 80% data you already have and 20% the story only you can tell. The 80% is what eats the week.
The Monday metrics email that somebody writes on Sunday night
The numbers pulled and the paragraph written, delivered as a file rather than a link.
Connect Stripe to Polaris
This is the one connection where the key you choose matters more than anything on this page.
Connect Supabase to Polaris
Supabase is the connection where a careless key choice does the most damage, and the only one Polaris cannot yet check for you.