{"product_id":"finance-operations-kit-for-claude","title":"Finance Operations Kit for Claude","description":"\u003csection style=\"margin:0 0 28px;padding:24px;border:1px solid #d4e2f4;border-radius:16px;background:#edf4ff;color:#102c50;\"\u003e\n  \u003ch2 style=\"margin:0 0 12px;color:#102c50;\"\u003eFind the week your cash plan needs attention\u003c\/h2\u003e\n  \u003cp style=\"margin:0;\"\u003eBring your own numbers to recurring finance work. Use the kit to build a plan, review liquidity, check margins or explain monthly results. Each workflow gives you a specific task, the inputs to prepare and the checks to make before using the output.\u003c\/p\u003e\n\u003c\/section\u003e\n\u003csection style=\"margin:0 0 28px;color:#102c50;\"\u003e\n  \u003ch2 style=\"margin:0 0 10px;color:#102c50;\"\u003eWho it’s for and where to start\u003c\/h2\u003e\n  \u003cp style=\"margin:0 0 8px;\"\u003eThe kit is for founders, finance leads and FP\u0026amp;A teams that prepare budgets, cash forecasts or monthly reviews.\u003c\/p\u003e\n  \u003cp style=\"margin:0;\"\u003eOpen \u003cstrong\u003eSTART-HERE.html\u003c\/strong\u003e, copy the 13-week cash flow workflow into a new Claude chat, and try it with the sample inputs in the cash workbook.\u003c\/p\u003e\n\u003c\/section\u003e\n\u003csection style=\"margin:0 0 32px;color:#102c50;\"\u003e\n  \u003ch2 style=\"margin:0 0 14px;color:#102c50;\"\u003eWhat’s in the free ZIP\u003c\/h2\u003e\n  \u003cfigure style=\"margin:0 0 18px;\"\u003e\n    \u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/finance-operations-kit-for-claude-contents.png?v=1794304575\" width=\"1320\" height=\"830\" loading=\"lazy\" alt=\"Map of 32 workflows for planning, cash, profitability and reporting, plus 8 guides and 8 templates\" style=\"display:block;width:100%;height:auto;border-radius:12px;\"\u003e\n  \u003c\/figure\u003e\n  \u003cul style=\"margin:0;padding-left:24px;\"\u003e\n    \u003cli style=\"margin:0 0 8px;\"\u003e\n\u003cstrong\u003e32 Markdown workflows\u003c\/strong\u003e for tasks from a driver-based budget to a 13-week cash forecast, pricing review and monthly finance report.\u003c\/li\u003e\n    \u003cli style=\"margin:0 0 8px;\"\u003e\n\u003cstrong\u003e8 guides and playbooks\u003c\/strong\u003e for getting started in Claude, preparing exports, running cash reviews and checking the numbers.\u003c\/li\u003e\n    \u003cli\u003e\n\u003cstrong\u003e8 templates and trackers\u003c\/strong\u003e including a company brief, an assumptions register, a monthly report outline, a funding-readiness tracker and four editable Excel workbooks.\u003c\/li\u003e\n  \u003c\/ul\u003e\n  \u003ch3 style=\"margin:22px 0 10px;color:#102c50;\"\u003eFour editable Excel workbooks\u003c\/h3\u003e\n  \u003cul style=\"margin:0;padding-left:24px;\"\u003e\n    \u003cli style=\"margin:0 0 8px;\"\u003e\n\u003cstrong\u003e13-week cash flow.\u003c\/strong\u003e Schedule receipts and payments, compare scenarios and see which weeks fall below your minimum cash balance.\u003c\/li\u003e\n    \u003cli style=\"margin:0 0 8px;\"\u003e\n\u003cstrong\u003eBudget vs actual.\u003c\/strong\u003e Compare revenue, expenses and operating results against plan, with dollar and percentage variances.\u003c\/li\u003e\n    \u003cli style=\"margin:0 0 8px;\"\u003e\n\u003cstrong\u003eUnit economics and break-even.\u003c\/strong\u003e Calculate contribution per unit and check whether break-even volume fits within available capacity.\u003c\/li\u003e\n    \u003cli\u003e\n\u003cstrong\u003eKPI scorecard.\u003c\/strong\u003e Compare results with targets and assign a follow-up to the metric owner when performance falls short.\u003c\/li\u003e\n  \u003c\/ul\u003e\n\u003c\/section\u003e\n\u003csection style=\"margin:0 0 32px;color:#102c50;\"\u003e\n  \u003ch2 style=\"margin:0 0 14px;color:#102c50;\"\u003eWhat you can do with the kit\u003c\/h2\u003e\n  \u003cul style=\"margin:0;padding-left:24px;\"\u003e\n    \u003cli style=\"margin:0 0 8px;\"\u003e\n\u003cstrong\u003eBuild a plan.\u003c\/strong\u003e Forecast revenue from business drivers, build an operating budget and test changes in hiring or capital spending.\u003c\/li\u003e\n    \u003cli style=\"margin:0 0 8px;\"\u003e\n\u003cstrong\u003eManage cash.\u003c\/strong\u003e Reconcile opening balances, review collections and payments, and see when a cash shortfall would need attention.\u003c\/li\u003e\n    \u003cli style=\"margin:0 0 8px;\"\u003e\n\u003cstrong\u003eReview pricing and margins.\u003c\/strong\u003e Compare contribution across products or services, assess break-even volumes and estimate investment payback.\u003c\/li\u003e\n    \u003cli\u003e\n\u003cstrong\u003eReview the month and prepare for funding.\u003c\/strong\u003e Explain budget variances, draft a finance report and track the evidence still needed for a funding discussion.\u003c\/li\u003e\n  \u003c\/ul\u003e\n\u003c\/section\u003e\n\u003csection style=\"margin:0 0 32px;color:#102c50;\"\u003e\n  \u003ch2 style=\"margin:0 0 12px;color:#102c50;\"\u003eTry a collection delay in the cash workbook\u003c\/h2\u003e\n  \u003cp style=\"margin:0 0 18px;\"\u003eMove a $25,000 customer receipt from week 4 to week 6. In the illustrative case, both scenarios finish week 13 at $63,000. The delayed scenario closes week 4 at $5,000, compared with $30,000 in the base case and a $10,000 cash floor.\u003c\/p\u003e\n  \u003cfigure style=\"margin:0;\"\u003e\n    \u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/finance-operations-kit-for-claude-cash-example.png?v=1794304574\" width=\"1320\" height=\"820\" loading=\"lazy\" alt=\"Illustrative cash stress test. Week 4 closing cash is $30,000 in the base case and $5,000 with the late payment. Both cases end week 13 at $63,000.\" style=\"display:block;width:100%;height:auto;border-radius:12px;\"\u003e\n  \u003c\/figure\u003e\n\u003c\/section\u003e\n\u003csection style=\"padding:22px 24px;border:1px solid #d4e2f4;border-radius:16px;background:#f8faff;color:#102c50;\"\u003e\n  \u003ch2 style=\"margin:0 0 12px;color:#102c50;\"\u003eStart with one task\u003c\/h2\u003e\n  \u003col style=\"margin:0 0 14px;padding-left:24px;\"\u003e\n    \u003cli style=\"margin:0 0 8px;\"\u003eUnzip the kit and open \u003cstrong\u003eSTART-HERE.html\u003c\/strong\u003e to find the workflow and its matching files.\u003c\/li\u003e\n    \u003cli style=\"margin:0 0 8px;\"\u003eCopy the workflow into Claude and provide the requested inputs. The Excel workbooks contain sample figures you can replace with your own.\u003c\/li\u003e\n    \u003cli\u003eCheck the calculations against the workbook and review the assumptions before acting on the result.\u003c\/li\u003e\n  \u003c\/ol\u003e\n  \u003cp style=\"margin:0;\"\u003e\u003cstrong\u003eFormats included\u003c\/strong\u003e Markdown, Excel (.xlsx), CSV and an offline HTML index.\u003c\/p\u003e\n\u003c\/section\u003e\n","brand":"FinancialModelsLab","offers":[{"title":"Default Title","offer_id":68906026270963,"sku":"finance-operations-kit-for-claude","price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/finance-operations-kit-for-claude-product-cover.png?v=1794305823","url":"https:\/\/financialmodelslab.com\/products\/finance-operations-kit-for-claude","provider":"Financial Models Lab Templates","version":"1.0","type":"link"}