Finance Team Toolkit for Claude

Finance Team Toolkit for Claude: 25 finance playbooks with guides, prompts, templates and worked examples in one free ZIP.
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Description

Give recurring finance work a consistent starting point

Finance teams return to the same questions every month: what changed, what happens next and what should the business do? This free toolkit brings 25 practical finance playbooks into one downloadable ZIP, with Markdown guides, copy-ready prompts, CSV templates, fictional sample data and worked answers.

Use the collection with Claude to give an analysis task clearer inputs, a defined method and a result you can review. The playbooks cover FP&A, cash flow, reporting, profitability and CFO decisions. Start with one workflow, follow its example and then adapt the inputs to your own business.

What the download contains

The archive opens with README.html, a local guide that helps you choose a task and find its files. Each playbook has a defined purpose, required inputs, a step-by-step method, an output format and review checks. The accompanying prompt gives you a practical starting instruction for Claude.

  • 25 editable Markdown playbooks: task-specific procedures you can read, adapt and use alongside your financial data.
  • 25 ready-to-copy prompts: clear instructions with input placeholders and an expected response structure.
  • Reusable CSV input templates: a structured starting point for preparing your own information.
  • Worked examples: fictional source data and expected outputs that explain how each process fits together.
  • Optional Python checks: small local scripts that reproduce the included examples using the standard Python library.
  • A searchable start guide and catalogue: a quick route to the playbook, prompt, template and worked answer for each task.
Six types of files included in each finance playbook: guide, prompt, input template, sample data, worked answer and optional Python example check.
A consistent folder structure helps you move from a finance task to the files needed to work through it.

Five parts of the finance team’s work

Data & Control

Check the data before explaining the results. Identify incomplete periods, duplicate records and unmapped accounts; review account classifications, reconcile key balances and inspect the financial model. Use the Management Pack playbook to bring approved results into a recurring reporting structure.

Included: Data Health Check · Account Mapping · Close & Reconcile · Model QA · Management Pack.

Plan & Forecast

Start with the operating drivers behind the plan. Build a driver-based budget, refresh a rolling forecast and compare consistent scenarios. Review forecast bias and accuracy on the same period basis, then use sensitivity analysis to see which assumptions deserve the most attention.

Included: Driver-Based Budget · Rolling Forecast · Scenario Planner · Forecast Accuracy · Sensitivity Analysis.

Profit & Performance

Investigate the business drivers behind a result. Explain budget variances, reconcile price, volume and mix effects, and compare contribution across products, customers or projects. Define useful KPIs and explore the relationship between price, volume, fixed costs and break-even.

Included: Budget vs Actual · Price Volume Mix · Profitability Explorer · KPI Dashboard · Break-Even & Pricing.

Cash & Funding

Look ahead at receipts, payments and cash constraints. Build a 13-week cash view, examine working capital, prioritize collections and review runway and funding needs. Connect debt service and covenant headroom to the actual definitions and dates supplied for the business.

Included: 13-Week Cash Flow · Working Capital · Collections Planner · Runway & Funding · Debt & Covenants.

Cfo Decisions

Turn analysis into a reviewable decision. Structure a business case, connect risks to intervention triggers and prepare a source-backed board narrative. Use a CFO Decision Brief to compare options and an Action Tracker to follow owners, deadlines and subsequent results.

Included: Business Case · Risk & Triggers · Board Reporting · CFO Decision Brief · Action Tracker.

A practical way to work with Claude

Choose a playbook that matches the question you need to answer. Read the guide, inspect its sample data and compare the worked answer with the source. This makes the assumptions, sign conventions and review points visible before you bring in your own files.

When you are ready, prepare the required inputs, attach the relevant guide and data in your Claude session and use the supplied prompt. Ask Claude to show its calculations and highlight missing information. Compare the answer with the stated checks and resolve exceptions before using it in a management discussion.

For example, the collections workflow focuses on the items behind expected receipts, while the cash-flow workflow follows how receipts and payments affect weekly closing cash. The decision playbooks help turn the result into options, intervention triggers and accountable next steps.

Included fictional 13-week cash review: weekly closing cash, a $40,000 floor, first breach on 29 November, a $30,000 maximum gap to the floor and nine below-floor weekly closes.
A worked example from the included cash-flow playbook. The first below-floor weekly close is 29 November; the maximum gap to the $40,000 cash floor is $30,000. Review the underlying receipts, payment schedule and daily timing before deciding on action. Select the image for a larger view.

Designed for reviewable finance work

The material makes the basis of an answer explicit: reporting dates, currency and units, mapping definitions, assumptions and source references. New or unmapped accounts are treated as exceptions to resolve. Classification changes are separated from the economic movements they can otherwise obscure.

The examples also show where a calculation needs a specific definition. Forecast accuracy measures require comparable periods and a stated treatment of zero actuals. Working-capital ratios need aligned numerator and denominator periods. Covenant tests depend on the agreement’s definitions. Each relevant playbook explains the inputs and review boundaries for its own task.

Who this toolkit is for

The collection is intended for finance analysts, FP&A teams, fractional CFOs, finance leaders and founders who work with financial information and want a more structured starting point for recurring analysis. The files are editable, so the process can be adapted to the business’s terminology, reporting model and decision context.

You can read the guides and templates without a special installation. Using the prompts requires your own access to Claude and the ability to provide the relevant files in that environment. Running the optional local example checks requires Python 3; the checks use its standard library and apply to the supplied fictional examples.

Start with one useful question

Download the ZIP, extract it and open README.html. Choose a workflow, review its worked example and copy the relevant prompt. Keep your source files, assumptions and final review together so another person can follow the result.

Select GET FOR FREE to request the download link by email. One ZIP contains the full collection. No payment or checkout is required.