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Management questions, generated from the numbers

Mgmt Questions reads the active sheet, spots the movements, gaps and anomalies a reviewer would query, and writes FDD-grade questions for management. Every question lands in an MQ log with area, priority and status, so the list doubles as your tracker.

The problem

Management question lists are written late, from memory, and miss the movements the schedules actually show. The same generic questions go out on every deal.

What you get

  • Management questions tied to specific lines and periods
  • MQ log with area, priority and status
  • Exportable question list for management meetings

How it works

  1. Open a P&L, balance sheet, NWC or revenue schedule.
  2. Click Mgmt Questions on the ZAF AI ribbon.
  3. Review, edit and prioritise the questions in the MQ log.
  4. Export the list to Word or send it with the information request.

Questions about management questions

Are the questions generic?

No. They are written from the figures on the active sheet, so they reference the actual movements and periods. Run Full FDD generates them alongside statements and commentary.

Related

See it on your own trial balance

Book a 30-minute live demo on your own trial balance, or request a trial for your team.