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Run an Analysis

Analysis Flow is Moby’s AI-powered tool for dataset analysis. Upload one or more Excel/CSV files, describe your question in plain language, and Moby produces reviewable result tables you can export.

When to use Analysis Flow

Use Analysis Flow for:

  • Variance analysis (actual vs budget)
  • Outlier / anomaly detection
  • Trend analysis (YoY, MoM)
  • Consistency checks on large listings (journals, GL extracts)

If your starting point is PDFs/Word documents, use Extraction or a Test of Details first.

Inputs

Create an analysis

VIDEO PLACEHOLDER

Watch: Running an Analysis Flow See how to use natural language prompts to analyze your data.

  1. Go to Analysis Flow in the sidebar
  2. Click New Analysis
  3. Describe what you want to analyze (in plain language)
  4. Select your dataset files
  5. Review the AI-generated plan
  6. Click Run

Example prompts

Variance analysis:

"Compare actual expenses to budget and explain variances greater than 10%"

Anomaly detection:

"Find unusual transactions compared to historical patterns"

Trend analysis:

"Compare revenue by product category year-over-year"

Review and export

  1. Open the completed analysis
  2. Review intermediate tables and the final output
  3. Export results to Excel (or CSV for very large outputs)
Be specific

Good prompts include what to compare, thresholds (e.g., 10%), and any filters (period, account, entity).