{"product_id":"financial-reporting-kit-for-claude","title":"Financial Reporting Kit for Claude","description":"\u003csection class=\"frk-content\" style=\"max-width:1200px;margin:0 auto;padding:24px 20px;box-sizing:border-box;color:#24344f;font-family:Arial,Helvetica,sans-serif;font-size:17px;line-height:1.7;overflow-wrap:anywhere\"\u003e\r\n\u003cstyle\u003e.frk-content *{box-sizing:border-box}.frk-content h2{font-size:28px;line-height:1.25;margin:0 0 16px;color:#18263d}.frk-content p{margin:0 0 16px}.frk-content li+li{margin-top:10px}.frk-content figure{margin:30px 0}.frk-content img{display:block;width:100%;max-width:100%;height:auto!important;object-fit:contain;border-radius:18px}.frk-content figcaption{font-size:14px;line-height:1.5;color:#52657f;margin-top:10px}.frk-content .frk-section{margin-top:34px}.frk-content .frk-grid{display:flex;flex-wrap:wrap;gap:16px}.frk-content .frk-pill{display:inline-block;padding:7px 12px;border:1px solid #cbdcff;border-radius:999px;background:#fff;color:#2459d7;font-size:14px;font-weight:700}@media(max-width:600px){.frk-content{padding:18px 10px!important;font-size:16px!important}.frk-content h2{font-size:25px!important}.frk-content .frk-card{padding:18px!important}.frk-content figure{margin:24px 0}.frk-content .frk-section{margin-top:28px}}\n.frk-content .frk-grid{align-items:stretch}\n.frk-content .frk-card{transition:box-shadow .18s ease,transform .18s ease}\n.frk-content .frk-card:hover{box-shadow:0 9px 24px rgba(30,61,111,.09);transform:translateY(-2px)}\n.frk-content .frk-section-heading{display:flex;align-items:center;gap:12px;margin:0 0 18px;min-width:0}\n.frk-content .frk-section-heading h2{margin:0!important;min-width:0}\n.frk-content .frk-card h3{overflow-wrap:normal}\n.frk-content .frk-step{display:flex;gap:16px;align-items:flex-start;min-width:0;padding:20px;border-radius:14px;border:1px solid #dce6f5;background:#f6f9ff}\n.frk-content .frk-step-copy{min-width:0;flex:1}\n.frk-content .frk-step-copy p{margin:5px 0 0}\n.frk-content .frk-periods{display:flex;flex-wrap:wrap;gap:12px;margin:18px 0 22px}\n.frk-content .frk-role{display:inline-block;padding:8px 14px;border-radius:999px;font-size:15px;font-weight:700}\n@media(prefers-reduced-motion:reduce){.frk-content .frk-card{transition:none}.frk-content .frk-card:hover{transform:none}}\n@media(max-width:600px){.frk-content .frk-icon{width:42px!important;height:42px!important;flex-basis:42px!important}.frk-content .frk-section-heading{gap:10px}.frk-content .frk-step{padding:16px;gap:12px}.frk-content .frk-card h3{font-size:20px!important}.frk-content .frk-period{flex-basis:100%!important}}\n\u003c\/style\u003e\r\n\u003cdiv style=\"padding:28px;background:linear-gradient(135deg,#edf4ff,#f5f0ff);border:1px solid #d4e0f7;border-top:4px solid #2864f0;border-radius:18px\"\u003e\r\n\u003ch2\u003eBuild a reporting workspace around your own finance data\u003c\/h2\u003e\r\n\u003cp\u003eStart with a structured brief and an editable master prompt. Ask Claude to turn your monthly Excel exports into an interactive financial report with connected period selections, comparable figures and a clear route from a variance to the next question.\u003c\/p\u003e\r\n\u003cp\u003eThis downloadable kit provides the prompts, mapping templates, sample inputs and worked example for that process. Its focus is the reporting workflow: understand the source, agree the definitions, build the views and check the result.\u003c\/p\u003e\r\n\u003cdiv style=\"display:flex;flex-wrap:wrap;gap:8px\"\u003e\r\n\u003cspan class=\"frk-pill\" style=\"display:inline-flex;align-items:center;gap:7px;padding:8px 12px;border:1px solid #245CDF35;border-radius:999px;background:#fff;color:#245CDF;font-size:14px;font-weight:700\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"17\" stroke=\"#245CDF\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:17px;height:17px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"17\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003cpath d=\"M5 3h10l4 4v14H5z\"\u003e\u003c\/path\u003e\u003cpath d=\"M14 3v5h5M8 11h8M8 15h8M8 18h5\"\u003e\u003c\/path\u003e\u003c\/svg\u003eEditable Markdown prompts\u003c\/span\u003e\u003cspan class=\"frk-pill\" style=\"display:inline-flex;align-items:center;gap:7px;padding:8px 12px;border:1px solid #7351CF35;border-radius:999px;background:#fff;color:#7351CF;font-size:14px;font-weight:700\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"17\" stroke=\"#7351CF\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:17px;height:17px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"17\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003cellipse cx=\"12\" cy=\"5\" rx=\"8\" ry=\"3\"\u003e\u003c\/ellipse\u003e\u003cpath d=\"M4 5v14c0 4 16 4 16 0V5M4 12c0 4 16 4 16 0\"\u003e\u003c\/path\u003e\u003c\/svg\u003eExcel + CSV sample data\u003c\/span\u003e\u003cspan class=\"frk-pill\" style=\"display:inline-flex;align-items:center;gap:7px;padding:8px 12px;border:1px solid #14797535;border-radius:999px;background:#fff;color:#147975;font-size:14px;font-weight:700\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"17\" stroke=\"#147975\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:17px;height:17px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"17\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003crect height=\"7\" rx=\"1.6\" width=\"7\" x=\"3\" y=\"3\"\u003e\u003c\/rect\u003e\u003crect height=\"7\" rx=\"1.6\" width=\"7\" x=\"14\" y=\"3\"\u003e\u003c\/rect\u003e\u003crect height=\"7\" rx=\"1.6\" width=\"7\" x=\"3\" y=\"14\"\u003e\u003c\/rect\u003e\u003crect height=\"7\" rx=\"1.6\" width=\"7\" x=\"14\" y=\"14\"\u003e\u003c\/rect\u003e\u003c\/svg\u003eSeven reporting views\u003c\/span\u003e\u003cspan class=\"frk-pill\" style=\"display:inline-flex;align-items:center;gap:7px;padding:8px 12px;border:1px solid #A45A0B35;border-radius:999px;background:#fff;color:#A45A0B;font-size:14px;font-weight:700\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"17\" stroke=\"#A45A0B\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:17px;height:17px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"17\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003crect height=\"18\" rx=\"2\" width=\"20\" x=\"2\" y=\"3\"\u003e\u003c\/rect\u003e\u003cpath d=\"M2 8h20M6 5.5h.1M10 5.5h.1M6 17l4-4 4 3 4-5\"\u003e\u003c\/path\u003e\u003c\/svg\u003eOne ZIP download\u003c\/span\u003e\r\n\u003c\/div\u003e\r\n\u003c\/div\u003e\r\n\u003cfigure\u003e\u003cimg alt=\"Contents of the Financial Reporting Kit: master prompt, brief and mapping templates, validation and action templates, sample Excel and CSV data, and a seven-view HTML example\" height=\"1024\" loading=\"lazy\" src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/financial-reporting-kit-for-claude-inside.png?v=1794578856\" width=\"1536\"\u003e\u003cfigcaption\u003eThe kit combines working files with an offline start guide and an illustrative reporting example.\u003c\/figcaption\u003e\u003c\/figure\u003e\r\n\u003cdiv class=\"frk-section\"\u003e\n\u003cdiv class=\"frk-section-heading\"\u003e\n\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #245CDF25;border-radius:13px;background:#EDF3FF\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#245CDF\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003cellipse cx=\"12\" cy=\"5\" rx=\"8\" ry=\"3\"\u003e\u003c\/ellipse\u003e\u003cpath d=\"M4 5v14c0 4 16 4 16 0V5M4 12c0 4 16 4 16 0\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch2\u003eWhat you receive\u003c\/h2\u003e\n\u003c\/div\u003e\r\n\r\n\u003cdiv class=\"frk-grid\"\u003e\r\n\u003carticle class=\"frk-card\" style=\"flex:1 1 420px;min-width:0;padding:24px;background:#EDF3FF;border:1px solid #245CDF30;border-radius:16px;box-sizing:border-box\"\u003e\u003cdiv style=\"display:flex;align-items:center;gap:14px;margin:0 0 14px\"\u003e\n\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #245CDF25;border-radius:13px;background:#FFFFFF\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#245CDF\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003cpath d=\"M5 3h10l4 4v14H5z\"\u003e\u003c\/path\u003e\u003cpath d=\"M14 3v5h5M8 11h8M8 15h8M8 18h5\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3 style=\"margin:0;font-size:21px;line-height:1.3;color:#245CDF\"\u003eA rewritten master prompt\u003c\/h3\u003e\n\u003c\/div\u003e\r\n\u003cp style=\"margin:0\"\u003eA complete brief for the reporting app, plus \u003cstrong\u003eseven focused section prompts\u003c\/strong\u003e. It covers the global controls, KPI definitions, tables, charts, commentary and delivery checks without making you start from a blank chat.\u003c\/p\u003e\u003c\/article\u003e\u003carticle class=\"frk-card\" style=\"flex:1 1 420px;min-width:0;padding:24px;background:#F3EFFF;border:1px solid #7351CF30;border-radius:16px;box-sizing:border-box\"\u003e\u003cdiv style=\"display:flex;align-items:center;gap:14px;margin:0 0 14px\"\u003e\n\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #7351CF25;border-radius:13px;background:#FFFFFF\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#7351CF\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003crect height=\"6\" rx=\"1\" width=\"7\" x=\"2\" y=\"4\"\u003e\u003c\/rect\u003e\u003crect height=\"6\" rx=\"1\" width=\"7\" x=\"15\" y=\"14\"\u003e\u003c\/rect\u003e\u003cpath d=\"M5.5 10v7h9M11 5h8v6M16 8l3 3 3-3\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3 style=\"margin:0;font-size:21px;line-height:1.3;color:#7351CF\"\u003eTemplates for the input and review\u003c\/h3\u003e\n\u003c\/div\u003e\r\n\u003cp style=\"margin:0\"\u003eUse the discovery brief and \u003cstrong\u003einput-mapping table\u003c\/strong\u003e to describe your workbook. Keep financial definitions, calculation checks, commentary and follow-up actions consistent as the report develops.\u003c\/p\u003e\u003c\/article\u003e\u003carticle class=\"frk-card\" style=\"flex:1 1 420px;min-width:0;padding:24px;background:#EAF8F5;border:1px solid #14797530;border-radius:16px;box-sizing:border-box\"\u003e\u003cdiv style=\"display:flex;align-items:center;gap:14px;margin:0 0 14px\"\u003e\n\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #14797525;border-radius:13px;background:#FFFFFF\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#147975\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003cellipse cx=\"12\" cy=\"5\" rx=\"8\" ry=\"3\"\u003e\u003c\/ellipse\u003e\u003cpath d=\"M4 5v14c0 4 16 4 16 0V5M4 12c0 4 16 4 16 0\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3 style=\"margin:0;font-size:21px;line-height:1.3;color:#147975\"\u003ePopulated sample data\u003c\/h3\u003e\n\u003c\/div\u003e\r\n\u003cp style=\"margin:0\"\u003eOpen the sample Excel workbook or its CSV counterparts. The sample contains \u003cstrong\u003e24 months\u003c\/strong\u003e of illustrative P\u0026amp;L and closing balance data, with Actual, Budget and Forecast for each month.\u003c\/p\u003e\u003c\/article\u003e\u003carticle class=\"frk-card\" style=\"flex:1 1 420px;min-width:0;padding:24px;background:#FFF5E6;border:1px solid #A45A0B30;border-radius:16px;box-sizing:border-box\"\u003e\u003cdiv style=\"display:flex;align-items:center;gap:14px;margin:0 0 14px\"\u003e\n\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #A45A0B25;border-radius:13px;background:#FFFFFF\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#A45A0B\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003crect height=\"18\" rx=\"2\" width=\"20\" x=\"2\" y=\"3\"\u003e\u003c\/rect\u003e\u003cpath d=\"M2 8h20M6 5.5h.1M10 5.5h.1M6 17l4-4 4 3 4-5\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3 style=\"margin:0;font-size:21px;line-height:1.3;color:#A45A0B\"\u003eAn interactive worked example\u003c\/h3\u003e\n\u003c\/div\u003e\r\n\u003cp style=\"margin:0\"\u003eExplore a \u003cstrong\u003estandalone HTML report\u003c\/strong\u003e in your browser. Change the period, month, year and reporting view, then compare its figures with the expected-results file supplied in the kit.\u003c\/p\u003e\u003c\/article\u003e\r\n\u003c\/div\u003e\r\n\u003c\/div\u003e\r\n\u003cdiv class=\"frk-section\"\u003e\n\u003cdiv class=\"frk-section-heading\"\u003e\n\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #7351CF25;border-radius:13px;background:#F3EFFF\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#7351CF\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003crect height=\"7\" rx=\"1.6\" width=\"7\" x=\"3\" y=\"3\"\u003e\u003c\/rect\u003e\u003crect height=\"7\" rx=\"1.6\" width=\"7\" x=\"14\" y=\"3\"\u003e\u003c\/rect\u003e\u003crect height=\"7\" rx=\"1.6\" width=\"7\" x=\"3\" y=\"14\"\u003e\u003c\/rect\u003e\u003crect height=\"7\" rx=\"1.6\" width=\"7\" x=\"14\" y=\"14\"\u003e\u003c\/rect\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch2\u003eSeven connected reporting views\u003c\/h2\u003e\n\u003c\/div\u003e\r\n\r\n\u003cp\u003eExplore seven parts of the same reporting workspace, from headline performance to the next management action. The selected scope stays consistent across the summary, detail and commentary.\u003c\/p\u003e\r\n\u003cdiv class=\"frk-grid\"\u003e\r\n\u003carticle class=\"frk-card\" style=\"flex:1 1 280px;min-width:0;padding:24px;background:#EDF3FF;border:1px solid #245CDF25;border-top:4px solid #245CDF;border-radius:16px;box-sizing:border-box\"\u003e\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #245CDF25;border-radius:13px;background:#FFFFFF\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#245CDF\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003crect height=\"7\" rx=\"1.6\" width=\"7\" x=\"3\" y=\"3\"\u003e\u003c\/rect\u003e\u003crect height=\"7\" rx=\"1.6\" width=\"7\" x=\"14\" y=\"3\"\u003e\u003c\/rect\u003e\u003crect height=\"7\" rx=\"1.6\" width=\"7\" x=\"3\" y=\"14\"\u003e\u003c\/rect\u003e\u003crect height=\"7\" rx=\"1.6\" width=\"7\" x=\"14\" y=\"14\"\u003e\u003c\/rect\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3 style=\"margin:14px 0 11px;font-size:21px;line-height:1.3;color:#245CDF\"\u003eDashboard\u003c\/h3\u003e\r\n\u003cp style=\"margin:0\"\u003eRead \u003cstrong\u003eeight headline KPIs\u003c\/strong\u003e, the revenue and EBITDA trend, and the operating cost mix. Compare the selected result with its budget.\u003c\/p\u003e\u003c\/article\u003e\u003carticle class=\"frk-card\" style=\"flex:1 1 280px;min-width:0;padding:24px;background:#F3EFFF;border:1px solid #7351CF25;border-top:4px solid #7351CF;border-radius:16px;box-sizing:border-box\"\u003e\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #7351CF25;border-radius:13px;background:#FFFFFF\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#7351CF\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003cpath d=\"M5 3h10l4 4v14H5z\"\u003e\u003c\/path\u003e\u003cpath d=\"M14 3v5h5M8 11h8M8 15h8M8 18h5\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3 style=\"margin:14px 0 11px;font-size:21px;line-height:1.3;color:#7351CF\"\u003eIncome statement\u003c\/h3\u003e\r\n\u003cp style=\"margin:0\"\u003ePut \u003cstrong\u003eActual, Budget and Forecast\u003c\/strong\u003e beside each other. Trace revenue through gross profit, operating expenses, EBITDA, tax and net income.\u003c\/p\u003e\u003c\/article\u003e\u003carticle class=\"frk-card\" style=\"flex:1 1 280px;min-width:0;padding:24px;background:#EAF8F5;border:1px solid #14797525;border-top:4px solid #147975;border-radius:16px;box-sizing:border-box\"\u003e\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #14797525;border-radius:13px;background:#FFFFFF\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#147975\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003cpath d=\"M3 8h18L12 3zM5 11v7M10 11v7M14 11v7M19 11v7M3 21h18\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3 style=\"margin:14px 0 11px;font-size:21px;line-height:1.3;color:#147975\"\u003eBalance sheet\u003c\/h3\u003e\r\n\u003cp style=\"margin:0\"\u003eRead the selected \u003cstrong\u003emonth-end position\u003c\/strong\u003e. Compare assets, liabilities and equity without adding closing balances across months.\u003c\/p\u003e\u003c\/article\u003e\u003carticle class=\"frk-card\" style=\"flex:1 1 280px;min-width:0;padding:24px;background:#FFF5E6;border:1px solid #A45A0B25;border-top:4px solid #A45A0B;border-radius:16px;box-sizing:border-box\"\u003e\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #A45A0B25;border-radius:13px;background:#FFFFFF\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#A45A0B\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003cpath d=\"M6 19 18 5\"\u003e\u003c\/path\u003e\u003ccircle cx=\"6.5\" cy=\"6.5\" r=\"3\"\u003e\u003c\/circle\u003e\u003ccircle cx=\"17.5\" cy=\"17.5\" r=\"3\"\u003e\u003c\/circle\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3 style=\"margin:14px 0 11px;font-size:21px;line-height:1.3;color:#A45A0B\"\u003eMargins\u003c\/h3\u003e\r\n\u003cp style=\"margin:0\"\u003eCalculate gross, EBITDA and net margins from the \u003cstrong\u003eselected totals\u003c\/strong\u003e. See how profitability changes over time.\u003c\/p\u003e\u003c\/article\u003e\u003carticle class=\"frk-card\" style=\"flex:1 1 280px;min-width:0;padding:24px;background:#FFF0F5;border:1px solid #B03C6125;border-top:4px solid #B03C61;border-radius:16px;box-sizing:border-box\"\u003e\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #B03C6125;border-radius:13px;background:#FFFFFF\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#B03C61\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003cpath d=\"M4 20V10M10 20V4M16 20v-7M2 20h20M16 5h6M19 2v6\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3 style=\"margin:14px 0 11px;font-size:21px;line-height:1.3;color:#B03C61\"\u003eBudget variance\u003c\/h3\u003e\r\n\u003cp style=\"margin:0\"\u003eSeparate the size of a variance from whether it is \u003cstrong\u003efavorable\u003c\/strong\u003e. Compare Actual, Budget, signed differences and percentage variances using expense-aware interpretation.\u003c\/p\u003e\u003c\/article\u003e\u003carticle class=\"frk-card\" style=\"flex:1 1 280px;min-width:0;padding:24px;background:#EAF7FC;border:1px solid #18769325;border-top:4px solid #187693;border-radius:16px;box-sizing:border-box\"\u003e\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #18769325;border-radius:13px;background:#FFFFFF\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#187693\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003cpath d=\"M3 20V4M3 20h18M5 15l5-5 4 3 6-8\"\u003e\u003c\/path\u003e\u003cpath d=\"M16 5h4v4\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3 style=\"margin:14px 0 11px;font-size:21px;line-height:1.3;color:#187693\"\u003eForecast\u003c\/h3\u003e\r\n\u003cp style=\"margin:0\"\u003eCompare supplied Forecast, Actual and Budget for the same period. Keep \u003cstrong\u003eforecast vintages\u003c\/strong\u003e and coverage visible, and define an error metric only when a suitable frozen forecast is available.\u003c\/p\u003e\u003c\/article\u003e\u003carticle class=\"frk-card\" style=\"flex:1 1 100%;min-width:0;padding:24px;background:#F3F0FF;border:1px solid #DAD2F5;border-left:4px solid #5D50B2;border-radius:16px;box-sizing:border-box\"\u003e\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #5D50B225;border-radius:13px;background:#FFFFFF\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#5D50B2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003crect height=\"18\" rx=\"2\" width=\"16\" x=\"4\" y=\"3\"\u003e\u003c\/rect\u003e\u003cpath d=\"m7 8 1.5 1.5L11 7M13 8h4M7 13h3M13 13h4M7 17h3M13 17h4\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3 style=\"margin:14px 0 11px;font-size:21px;line-height:1.3;color:#5D50B2\"\u003eAction plan\u003c\/h3\u003e\r\n\u003cp style=\"margin:0\"\u003eTurn verified findings into proposed actions. Record the issue, evidence, \u003cstrong\u003eowner\u003c\/strong\u003e, checkpoint and information still needed before making a decision.\u003c\/p\u003e\u003c\/article\u003e\r\n\u003c\/div\u003e\r\n\u003c\/div\u003e\r\n\u003cdiv class=\"frk-section\" style=\"padding:26px;border:1px solid #d7e2f5;border-radius:18px;background:#f4f7fd\"\u003e\n\u003cdiv class=\"frk-section-heading\"\u003e\n\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #14797525;border-radius:13px;background:#EAF8F5\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#147975\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003crect height=\"16\" rx=\"2\" width=\"18\" x=\"3\" y=\"5\"\u003e\u003c\/rect\u003e\u003cpath d=\"M7 3v4M17 3v4M3 10h18M7 14h3M14 14h3M7 18h3\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch2\u003ePeriod logic that respects the numbers\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"frk-periods\"\u003e\n\u003cdiv class=\"frk-period\" style=\"flex:1 1 220px;min-width:0;background:#fff;border:1px solid #245CDF35;border-radius:12px;padding:14px 16px\"\u003e\n\u003cstrong style=\"display:block;font-size:22px;line-height:1.2;color:#245CDF;margin-bottom:5px\"\u003eMoM\u003c\/strong\u003e\u003cspan style=\"font-size:15px;color:#3e536e\"\u003eSelected month\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"frk-period\" style=\"flex:1 1 220px;min-width:0;background:#fff;border:1px solid #7351CF35;border-radius:12px;padding:14px 16px\"\u003e\n\u003cstrong style=\"display:block;font-size:22px;line-height:1.2;color:#7351CF;margin-bottom:5px\"\u003eYTD\u003c\/strong\u003e\u003cspan style=\"font-size:15px;color:#3e536e\"\u003eFiscal year to date\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"frk-period\" style=\"flex:1 1 220px;min-width:0;background:#fff;border:1px solid #14797535;border-radius:12px;padding:14px 16px\"\u003e\n\u003cstrong style=\"display:block;font-size:22px;line-height:1.2;color:#147975;margin-bottom:5px\"\u003eTTM\u003c\/strong\u003e\u003cspan style=\"font-size:15px;color:#3e536e\"\u003eTwelve complete months\u003c\/span\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\r\n\r\n\u003cp\u003e\u003cstrong\u003eMoM, YTD and TTM need different selections.\u003c\/strong\u003e The specification treats MoM as the selected month, YTD as the fiscal-year-to-date window, and TTM as twelve complete months. It asks the builder to flag missing coverage rather than present a partial period as a complete result.\u003c\/p\u003e\r\n\u003cp\u003eIncome-statement amounts are summed over the selected period. Balance-sheet amounts come from the selected closing date. Margins are calculated from the matching totals. Budget variances and forecast errors compare the same scope and retain unavailable results when the denominator or source is missing.\u003c\/p\u003e\r\n\u003cp style=\"margin-bottom:0\"\u003eMoM compares with the preceding month; YTD with the same fiscal window last year; TTM with the preceding non-overlapping twelve months. Budget Variance and Forecast retain the selected dates while displaying their explicitly labeled comparison scenarios.\u003c\/p\u003e\r\n\u003c\/div\u003e\r\n\u003cfigure\u003e\u003cimg alt=\"Four steps in the reporting workflow: map source data, build the report, check figures and review actions with an owner and due date\" height=\"1024\" loading=\"lazy\" src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/financial-reporting-kit-for-claude-workflow.png?v=1794578855\" width=\"1536\"\u003e\u003cfigcaption\u003eMap the files first, then build and review. The illustrations explain the workflow; they are not a recording of a live Claude session.\u003c\/figcaption\u003e\u003c\/figure\u003e\r\n\u003cdiv class=\"frk-section\"\u003e\n\u003cdiv class=\"frk-section-heading\"\u003e\n\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #245CDF25;border-radius:13px;background:#EDF3FF\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#245CDF\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003crect height=\"18\" rx=\"2\" width=\"16\" x=\"4\" y=\"3\"\u003e\u003c\/rect\u003e\u003cpath d=\"m7 8 1.5 1.5L11 7M13 8h4M7 13h3M13 13h4M7 17h3M13 17h4\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch2\u003eHow to start in Claude\u003c\/h2\u003e\n\u003c\/div\u003e\r\n\r\n\u003cdiv style=\"display:flex;flex-direction:column;gap:12px\"\u003e\n\u003cdiv class=\"frk-step\"\u003e\n\u003cspan style=\"display:inline-flex;align-items:center;justify-content:center;flex:0 0 38px;width:38px;height:38px;border-radius:11px;background:#245CDF;color:#fff;font-size:19px;font-weight:700\"\u003e1\u003c\/span\u003e\u003cdiv class=\"frk-step-copy\"\u003e\n\u003ch3 style=\"margin:0;font-size:19px;line-height:1.4;color:#18263d\"\u003eExtract the ZIP and double-click README.html.\u003c\/h3\u003e\n\u003cp\u003e\r\n Open the example and inspect the sample data before using your own numbers.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"frk-step\"\u003e\n\u003cspan style=\"display:inline-flex;align-items:center;justify-content:center;flex:0 0 38px;width:38px;height:38px;border-radius:11px;background:#7351CF;color:#fff;font-size:19px;font-weight:700\"\u003e2\u003c\/span\u003e\u003cdiv class=\"frk-step-copy\"\u003e\n\u003ch3 style=\"margin:0;font-size:19px;line-height:1.4;color:#18263d\"\u003eComplete the brief and mapping.\u003c\/h3\u003e\n\u003cp\u003e\r\n Confirm the company, reporting currency, scale, accounting signs, fiscal calendar, periods and available scenarios.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"frk-step\"\u003e\n\u003cspan style=\"display:inline-flex;align-items:center;justify-content:center;flex:0 0 38px;width:38px;height:38px;border-radius:11px;background:#147975;color:#fff;font-size:19px;font-weight:700\"\u003e3\u003c\/span\u003e\u003cdiv class=\"frk-step-copy\"\u003e\n\u003ch3 style=\"margin:0;font-size:19px;line-height:1.4;color:#18263d\"\u003eUpload your inputs and use the master prompt.\u003c\/h3\u003e\n\u003cp\u003e\r\n In a Claude chat that supports file attachments, supply the workbook and ask Claude to confirm the mapping and missing information before building.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"frk-step\"\u003e\n\u003cspan style=\"display:inline-flex;align-items:center;justify-content:center;flex:0 0 38px;width:38px;height:38px;border-radius:11px;background:#A45A0B;color:#fff;font-size:19px;font-weight:700\"\u003e4\u003c\/span\u003e\u003cdiv class=\"frk-step-copy\"\u003e\n\u003ch3 style=\"margin:0;font-size:19px;line-height:1.4;color:#18263d\"\u003eReview the calculations and interactions.\u003c\/h3\u003e\n\u003cp\u003e\r\n Reconcile the KPIs to the source, test the controls and use the action template to assign the follow-up. The focused section prompts support subsequent improvements.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\r\n\u003c\/div\u003e\r\n\u003cdiv class=\"frk-section\"\u003e\n\u003cdiv class=\"frk-section-heading\"\u003e\n\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #7351CF25;border-radius:13px;background:#F3EFFF\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#7351CF\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003ccircle cx=\"9\" cy=\"7\" r=\"3\"\u003e\u003c\/circle\u003e\u003cpath d=\"M2 21v-3a7 7 0 0 1 14 0v3M17 4a3 3 0 0 1 0 6M20 21v-3a7 7 0 0 0-3-5\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch2\u003eWho this kit is for\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv style=\"display:flex;flex-wrap:wrap;gap:9px;margin:0 0 16px\"\u003e\n\u003cspan class=\"frk-role\" style=\"background:#EDF3FF;color:#245CDF\"\u003eFP\u0026amp;A teams\u003c\/span\u003e\u003cspan class=\"frk-role\" style=\"background:#F3EFFF;color:#7351CF\"\u003eFinancial controllers\u003c\/span\u003e\u003cspan class=\"frk-role\" style=\"background:#EAF8F5;color:#147975\"\u003eFinance managers\u003c\/span\u003e\u003cspan class=\"frk-role\" style=\"background:#FFF5E6;color:#A45A0B\"\u003eFractional CFOs\u003c\/span\u003e\n\u003c\/div\u003e\r\n\r\n\u003cp\u003eFP\u0026amp;A teams, controllers, finance managers and fractional CFOs who prepare recurring reporting packs from spreadsheet data. It is useful when you want Actual, Budget and Forecast in one reviewable workspace, with fewer disconnected tables and more explicit calculation rules.\u003c\/p\u003e\r\n\u003cp\u003eThe worked example is a starting point for understanding the structure. Adapt the master prompt to your chart of accounts, source layout and management questions; your own files do not have to match the sample exactly.\u003c\/p\u003e\r\n\u003c\/div\u003e\r\n\u003cdiv class=\"frk-section\" style=\"padding:24px;border-left:4px solid #7355dd;background:#f5f2ff;border-radius:0 14px 14px 0\"\u003e\n\u003cdiv class=\"frk-section-heading\"\u003e\n\u003cspan class=\"frk-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border:1px solid #18769325;border-radius:13px;background:#EAF7FC\"\u003e\u003csvg aria-hidden=\"true\" fill=\"none\" focusable=\"false\" height=\"26\" stroke=\"#187693\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"1.8\" style=\"width:26px;height:26px;display:block;flex:none\" viewbox=\"0 0 24 24\" width=\"26\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"\u003e\u003ccircle cx=\"12\" cy=\"12\" r=\"9\"\u003e\u003c\/circle\u003e\u003cpath d=\"M12 11v6M12 7h.01\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch2 style=\"font-size:23px\"\u003eWhat to know before using it\u003c\/h2\u003e\n\u003c\/div\u003e\r\n\r\n\u003cp\u003eThis is an editable resource kit, not a hosted reporting service or an automatic connection to your accounting system. The sample workbook and example use illustrative data. The example runs locally with the included data; it is not a generic Excel import engine.\u003c\/p\u003e\r\n\u003cp style=\"margin-bottom:0\"\u003eYou will need access to a suitable Claude session to build a version for your files. Review generated figures, explanations and proposed actions before using them in management reporting. The prompts require Claude to distinguish calculations it has tested from checks still outstanding.\u003c\/p\u003e\r\n\u003c\/div\u003e\r\n\u003c\/section\u003e","brand":"FinancialModelsLab","offers":[{"title":"Default Title","offer_id":69109114929395,"sku":"financial-reporting-kit-for-claude","price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/financial-reporting-kit-for-claude-cover.png?v=1794578855","url":"https:\/\/financialmodelslab.com\/products\/financial-reporting-kit-for-claude","provider":"Financial Models Lab Templates","version":"1.0","type":"link"}