Template · Finance close · Opening soon

Flux analysis template for the month-end close

Compare every account's month with the month before, straight from your ledger, and flag the moves over your percent and amount limits that need an explanation.

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You bring

Ledger entries128 rows

AccountDateAmount

Mammoth does the work

You get

One table9 rows

Every account's last month against the month before, with moves over your limits flagged.

Explain this moveWithin limits

Not a spreadsheet to fill inIt is a ready-made workflow in Mammoth. You bring the files, and it does the work.
Your files, as they areUpload a file or connect a source. Your column names do not have to match.
Runs again by itselfWhen new data arrives, every step runs again and the result updates.

What you get back

The real result of this template, run on sample data.

Flux analysis: the resultSample data9 rows

5 within limits4 explain this move

Account	Account name	Month	Month before	This month	Change	Change %	Status
4000	Revenue	2026-09-01	-47,535.20	-52,386.81	-4,851.61	-10.2	Explain this move
6200	Marketing	2026-09-01	4,280.26	6,796.28	2,516.02	58.8	Explain this move
6400	Travel	2026-09-01	917.53	2,199.32	1,281.79	139.7	Explain this move
6300	Software	2026-09-01	2,612.87	1,547.30	-1,065.57	-40.8	Explain this move
5000	Cost of sales	2026-09-01	19,046.98	20,052.88	1,005.90	5.3	Within limits
1000	Cash	2026-09-01	-7,250.47	-6,344.03	906.44	12.5	Within limits
6000	Salaries	2026-09-01	21,351.45	21,104.64	-246.81	-1.2	Within limits
6500	Bank charges	2026-09-01	122.92	368.20	245.28	199.5	Within limits

9 rows in the result · made from 128 input rows · first 8 shown. Sample data: illustrative figures, not business results.

What is flux analysis?

Flux analysis compares each account's balance or activity between two periods and asks for an explanation of every move above a set threshold, such as 10% and 1,000 in your currency. It is a standard review step in the month-end close.

How it works

How to use the flux analysis template

1Bring your dataConnect a source, or upload a file.
2Check the columnsMammoth matches each column the template needs and asks only when it is unsure.
3Choose where it goesA table, a sheet, or a dashboard. It rebuilds on every refresh.

See the exact columns and steps ›

What it needs

General ledger entries: account, date, amount (or debit and credit)

Ledger entries

Account
Date
AmountDebits positive. Debit and credit columns work too.
Account name(optional)

The steps it runs

1Match columns
2Last month against the month before

Every step is an ordinary Mammoth step you can open and change.

Flux analysis: questions

Does it compare activity or balances?

Each account's total for the month. Point it at ledger entries and that is the month's activity; point it at month-end balances (one row per account and month) and it compares balances.

Does it update by itself?

Yes. The template becomes an ordinary workflow in Mammoth. When your data refreshes, from a connector, a scheduled pull or a new file, every step runs again and the result table updates.

Can I change the steps?

Every step is an ordinary Mammoth step you can open and edit. Mammoth remembers which steps came from the template, so an update never overwrites your changes.

Do my column names have to match?

No. You point the template at your columns once. Mammoth suggests a match for each one and asks only when it is unsure.