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The Finance Agent Guardrail Checklist

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Reference creator: Deep Insight Labs / Simon Willison

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THE FINANCE AGENT
GUARDRAIL CHECKLIST

Before I trust an AI finance agent,
I check 5 things.

-> SOURCE: where did this come from?
-> TIMESTAMP: is the data current?
-> MATH: does the arithmetic check?
-> CONFLICT: what disagrees with this?
-> APPROVAL: who signs off before it ships?

The agent builds the work.
You approve the answer.

Save this. Run it before you trust the output.

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An AI finance agent will hand you a clean, confident answer. Clean and confident is not the same as verified.

The common mistake: you read the output, it sounds right, you act on it. The failure mode: it cited a number that does not exist, pulled last quarter as if it were this quarter, or quietly fabricated a figure to fill a gap. None of that shows up in the tone. It only shows up if you check.

Five guardrails I run before I trust a finance agent:

-> Source: every figure traces to a real document. A filing, a transcript, a dataset. No source, no use. -> Timestamp: the data is the period you think it is. As-of date stated, not assumed. -> Math: the arithmetic actually ties. Re-add the sum, re-run the ratio. Agents narrate math they did not do. -> Conflict: ask what disagrees. If two sources say different things, that gap is the work, not an error to hide. -> Approval: a human signs off before anything leaves the room. The agent never gets the last word.

What the agent is doing: pulling, drafting, and structuring fast. What it is not doing: deciding the answer is correct. That is your job, and it stays your job.

Save this and run it before you trust the next output.

Educational content only. Not investment advice, and not a recommendation to buy, sell, or hold any security. Wall Street Prompt. Always verify against the primary source.

Layout

Single vertical reference tile (4:5). Top title block in two heavy condensed lines: THE FINANCE AGENT / GUARDRAIL CHECKLIST. Below it a one-line subhook in regular weight: 'Before I trust an AI finance agent, I check 5 things.' Center body is the five-item arrow list, each item bold label in caps (SOURCE, TIMESTAMP, MATH, CONFLICT, APPROVAL) followed by a short plain-language question. A thin divider rule, then the two-line principle 'The agent builds the work. / You approve the answer.' Footer: small save line plus @wallstreetprompt handle bottom-left and a tiny 'Educational only. Not advice.' line bottom-right.

Design notes

WSP palette: near-black background (#0B0E0C or similar), bone/off-white body type, single green accent (#1FB85A-ish) used only for the five arrow glyphs (->) and the word GUARDRAIL in the title. Heavy condensed sans for the title (think compressed grotesque, tight tracking, all caps). Clean medium-weight sans for body and labels. Generous line spacing between the five list items so it reads as a scannable checklist, not a paragraph. Labels in green or bone-bold caps, questions in muted grey-bone. Divider rule in dim green at ~20% opacity. Keep one accent color only, no gradients, no drop shadows. Handle and disclaimer in small muted type so they do not compete with the list.

CTA

Save this and run it before you trust the next agent output. Comment 'AUDIT' and I'll send the full checklist.

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