Claude FP&A Department — 10 Claude Agents + Excel Dashboard

Claude FP&A Department with 10 Claude agents and a faithful illustration of the editable calendar-2027 monthly FP&A report.
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Claude FP&A Department with 10 Claude agents and a faithful illustration of the editable calendar-2027 monthly FP&A report.
Fictional utilization scenario: 75% to 65% in Jul–Dec reduces revenue by $186,000 and EBITDA by $176,700 with the same headcount.
Free digital product — no payment required
Request your copy with your name and email
Receive the download link directly in your inbox
No credit card or billing address needed
No checkout or store account to create
Save your copy for later
Description

Connect the monthly close to an explainable budget, rolling forecast and management dashboard. Claude FP&A Department is a free working kit for finance leaders and analysts planning a service business.

The kit includes 10 specialized Claude agent definitions, a macro-free editable Excel workbook, a quick-start guide, a workflow and data contract, and a Python workbook adapter. Each role has specific inputs, actions, owned cells, outputs and checks.

Work through actuals reconciliation, revenue drivers, workforce and OPEX, an approved budget, a closed-month variance bridge, a rolling forecast, named scenarios, independent review and management reporting.

In the clearly labelled fictional calendar-2027 example, reducing Jul–Dec utilization from 75% to 65% lowers revenue by $186,000 and EBITDA by $176,700. June budget EBITDA of $59,300 reconciles to actual EBITDA of $44,460.80 through an exact driver bridge.

The workbook runs directly in desktop Microsoft Excel. Claude use requires your own access. Local adapter writes require Python 3, Windows and desktop Excel. The workbook is an operating P&L and does not calculate cash flow or a full three-statement model.

Created by Henry Sheykin / FinModelsLab. The visuals illustrate the supplied case and do not document a live Claude execution.