Chipmunk P&L Flux Anlaytics AI Agent

Open-Source AI Agent for Account Flux Analytics

Chipmunk P&L Flux is an open-source tool that automates quarter-over-quarter (QoQ) and month-over-month (MoM) flux analysis for financial accounts. Instead of spending hours comparing transactions and drafting explanations, the agent processes your data and produces clear summaries of what changed — and why.

Key Features include:

1. Support either Excel or CSV files

2. Support reports generated from common ERPs and other accounting software :

Required Columns: Period, Amount, Memo

Optional Columns: Department, Class

3. Support multi-account analysis (simply put multiple account transactions in one file)

4. Support flexible fiscal year-end and quarters

5. Support underlying workpaper creation (Excel workpaper will be created for your easy reference)

Bring your own API key to use the Chipmunk P&L Flux AI Agent for free. No need to spend big $$$$$ for flux analysis.

• Reduce manual work – Automates the repetitive process of analyzing account variances.

• Explain changes clearly – Uses Memo and Class details to identify what’s driving fluctuations.

• Audit-ready analysis – Summaries can be incorporated directly into your close or review process.

• Fully open-source – Inspect, extend, and adapt it to fit your company’s accounting policies.

• Accountants & Controllers – faster quarter-end close and cleaner variance explanations.

• Financial Analysts – quicker insight into what drives account movement.

• CFOs & Audit Teams – ready-to-use documentation for reviews and compliance.

1. Export transaction data (CSV/Excel) from your ERP for any accounts (you can combine multiple account details in one file for combined analysis).

Required Columns: Period, Amount, Memo

Optional Columns: Department, Class

2. Run it through Chipmunk P&L Flux.

3. Get a period-over-period summary with explanations by class and memo.

4. Review, adjust, and drop into your reporting package.

📦 Download the project on GitHub (link here). 

The Windows machine only needs to download the exe file. MacOS machines can directly run the .py file after pip install -r requirements.txt

🎥 Watch the step-by-step tutorial

🚀 Customize it for your reporting needs or embed it in your existing software