{"product_id":"7-claude-agents-budget-vs-actuals","title":"7 Claude Agents for Budget vs. Actuals","description":"\u003cp\u003e\u003cstrong\u003eWe beat revenue plan. Why did operating profit miss?\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eUse seven focused Claude roles to work through a monthly Budget vs. Actuals review, from source intake and account mapping to revenue and cost analysis, management commentary and independent checks.\u003c\/p\u003e\n\u003cp\u003eThis free FP\u0026amp;A pack by Henry Sheykin \/ FinModelsLab includes the agent definitions, an editable Excel workbook and a fictional worked example that you can trace back to its source rows.\u003c\/p\u003e\n\u003ch2\u003eWhat you receive\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003e7 Claude Code agent files\u003c\/strong\u003e with required inputs, defined outputs, handoffs, checks and instructions for missing data.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExcel workbook with formulas\u003c\/strong\u003e covering Monthly, YTD, Products, Drivers, Inputs, Mapping and Checks.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e4-page PDF playbook\u003c\/strong\u003e explaining the workflow, calculation conventions and worked example.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFictional budget and actuals CSVs\u003c\/strong\u003e, account and cost-center maps, source controls and driver evidence.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePython 3 calculation checker\u003c\/strong\u003e, expected control totals and a worked management note.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSTART-HERE and workflow instructions\u003c\/strong\u003e, plus a one-page PDF reference.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2\u003eWhat the seven agents do\u003c\/h2\u003e\n\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eLoad budget \u0026amp; actuals.\u003c\/strong\u003e Check source versions, closed periods, missing fields and duplicate rows.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMap accounts \u0026amp; cost centers.\u003c\/strong\u003e Bring budget and actuals into the same reporting structure using approved mappings.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReconcile \u0026amp; calculate.\u003c\/strong\u003e Tie the detail to source totals and calculate monthly, YTD and product variances.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBridge revenue.\u003c\/strong\u003e Separate volume, mix, price and sales without a comparable base.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExplain cost drivers.\u003c\/strong\u003e Split expense changes into activity, rate and spend effects, with evidence gaps kept visible.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWrite the management note.\u003c\/strong\u003e Turn measured variances into a short explanation and proposed actions, owners and dates.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReview independently.\u003c\/strong\u003e Recheck source ties, the operating profit bridge and the evidence behind the commentary.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003ch2\u003eFollow the worked example\u003c\/h2\u003e\n\u003cp\u003eIn fictional Alder Works' March 2026 close, revenue is \u003cstrong\u003e$150,000 versus a $140,000 budget\u003c\/strong\u003e. Operating profit is \u003cstrong\u003e$31,000 versus $38,000\u003c\/strong\u003e. The $10,000 revenue beat is outweighed by $17,000 of net extra cost, producing a \u003cstrong\u003e$7,000 profit miss\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eThe workbook explains the complete movement and reconciles the profit bridge to a $0 residual. Revenue follows the sequence \u003cstrong\u003evolume, then mix, then price\u003c\/strong\u003e, with new, lost and zero-base sales handled separately. YTD adds the monthly effects. Raw variances, cost favorability and zero-budget percentages are explicitly defined.\u003c\/p\u003e\n\u003ch2\u003eHow to use the pack\u003c\/h2\u003e\n\u003col\u003e\n\u003cli\u003eStart with the included \u003ccode\u003eSTART-HERE.md\u003c\/code\u003e guide.\u003c\/li\u003e\n\u003cli\u003eOpen the Excel workbook with March selected and inspect Monthly, YTD, Products and Checks.\u003c\/li\u003e\n\u003cli\u003eAdd the included \u003ccode\u003e.claude\/agents\/\u003c\/code\u003e files to your Claude Code project and follow the supplied work order. The role files can also be supplied as instructions in a regular Claude chat.\u003c\/li\u003e\n\u003cli\u003eProvide your budget and actuals CSVs, approved maps, independent totals and available operating drivers. Review each handoff and the resulting calculations.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003ch2\u003eRequirements and validation\u003c\/h2\u003e\n\u003cp\u003eUse your own Claude access and a spreadsheet tool to open and recalculate the Excel workbook. The agent files exchange CSV analyses and Markdown notes. Updating XLSX from Claude requires a spreadsheet-capable tool or script in the main session. Python 3 is optional for the included independent checker.\u003c\/p\u003e\n\u003cp\u003eThe supplied workbook contains three closed fictional months, January to March 2026, in USD. Its reporting grid can be extended by updating the source, driver, coverage and report ranges together.\u003c\/p\u003e\n\u003cp\u003eExcel recalculation and the independent numerical example were checked locally. End-to-end execution of the seven-agent workflow in Claude remains untested.\u003c\/p\u003e","brand":"FinancialModelsLab","offers":[{"title":"Default Title","offer_id":69107538690291,"sku":"7-claude-agents-budget-vs-actuals","price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/7-claude-agents-budget-vs-actuals-full-workbook.gif?v=1794565601","url":"https:\/\/financialmodelslab.com\/products\/7-claude-agents-budget-vs-actuals","provider":"Financial Models Lab Templates","version":"1.0","type":"link"}