A finance library for your next client question.
Fifty industry financial models, a broad Excel reference collection and fourteen AI and playbook packs for planning, reporting and review.
Keep a range of operating formats available for the next business plan or client review. Match the company to a financial model, then choose the supporting reports, cash tools and procedures needed for the work.
Give the finance review a defined method
14 AI and playbook packs
The named packs provide instructions, templates, worked examples and review checks for use with your own source information and compatible Claude access.
7 Claude Agents for Budget vs. Actuals
A monthly review from source intake and account mapping through revenue and cost analysis, management commentary and independent checks.
- 7 agent files with required inputs, defined outputs, handoffs and review checks.
- A formula-driven Excel workbook covering Monthly, YTD, Products, Drivers, Inputs, Mapping and Checks.
- A four-page playbook, workflow instructions and a one-page reference.
- Fictional budget and actuals CSVs, mapping files, driver evidence, expected control totals and a worked management note.
- An optional Python calculation checker for the supplied example.
Use it for: Explaining revenue and operating-profit movements while keeping the calculations tied to their source evidence.
Finance Team Toolkit for Claude
25 finance playbooks covering data checks, planning, profitability, cash, funding and CFO decisions.
- 25 editable Markdown playbooks and 25 copy-ready prompts.
- Reusable CSV input templates, fictional sample data and worked answers.
- A searchable start guide and catalogue, plus optional Python checks for the supplied examples.
Use it for: Giving a recurring finance task clear inputs, a defined method and an output another person can review.
12 Shopify Finance Agents for Claude
A Shopify finance kit organised around sales, cash and profit, with a worked close that traces figures back to their source records.
- 12 Markdown agent definitions for Claude Code, with guidance for using selected roles in regular Claude chat.
- An editable Excel control workbook with sales, cash, profit, SKU and reconciliation views.
- A five-page PDF playbook, setup instructions and 12 synthetic source CSVs.
- An independent Python calculation checker for the included example.
Use it for: Understanding how orders, returns, fees and costs connect to payouts, deposits and operating profit.
Pitch Deck Skills Kit for Claude
A slide-by-slide kit for preparing a pitch from company evidence, operating data and a funding plan.
- 20 slide skills in Markdown, one deck builder and four prompts.
- Five editable templates: company brief, evidence register, slide outline, slide blueprint and financial plan.
- A complete Northstar example in PowerPoint with editable charts, tables and speaker notes.
Use it for: Drafting a pitch and checking that its financial claims can be traced to supporting evidence.
13-Week Cash Flow Forecast with 8 Claude Agents
A 13-week cash forecast and eight focused agent definitions for reviewing receipts, payments and minimum cash balances.
- An editable Excel forecast comparing a base plan with a delayed customer payment.
- Eight Claude Code agent definitions and a four-page PDF playbook.
- Fictional source CSVs and a Python calculation checker for the worked case.
Use it for: Reviewing settlement-date cash timing and the week in which closing cash may fall below a chosen floor.
Finance Operations Kit for Claude
A collection of finance workflows, guides and templates for recurring planning, liquidity and performance work.
- 32 Markdown workflows, including budgeting, cash forecasting, pricing and monthly reporting.
- 8 guides and playbooks for preparing inputs, using Claude and reviewing the result.
- 8 templates and trackers, including a company brief, assumptions register, report outline and funding-readiness tracker.
- Four editable Excel workbooks covering cash, budget vs. actual, unit economics and a KPI scorecard.
Use it for: Preparing the inputs and review steps for a recurring finance process.
Xero + Claude FP&A Playbook - Free PDF
A 70-page English PDF containing 150 practical FP&A workflows for Xero information and Claude-assisted analysis.
- 150 numbered workflows with a tip, required inputs, a copy-ready prompt and a specific check.
- An index covering reporting, forecasts, performance analysis and management decisions.
- Session guidance for reviewing reporting dates, accounting basis, currency and source totals.
Use it for: Preparing a source-based review from Xero reports and the operating information behind them.
The Claude Finance Department
A planning and review kit for founders, owners and small finance teams.
- 32 task-specific workflows, eight practical guides and eight editable templates.
- Four formula-driven Excel workbooks for cash flow, budget vs. actual, unit economics and a KPI scorecard.
- A company brief, assumptions register and supporting reporting templates.
Use it for: Selecting a finance workflow and working through it with reconciled figures and explicit assumptions.
The Claude Sales Department
48 working resources for founders, consultants and small B2B sales teams.
- Workflows, playbooks, question and script libraries, editable messages and CSV trackers.
- One organised ZIP in Markdown and CSV, with a self-contained start page.
- Task prompts for use with company context and the relevant source material.
Use it for: Structuring a sales task and reviewing the resulting draft or analysis before use.
25 Claude Skills for FP&A
25 self-contained Claude Skills for financial planning and analysis, from preparing source data to reviewing a management result.
- 25 individual skill folders with editable Markdown instructions.
- Fictional inputs, a worked answer and a local calculation checker within each skill.
- Tasks spanning mapping, consolidation, data quality, period reconciliation, variance analysis and other FP&A reviews.
Use it for: Turning a repeated analysis task into an inspectable workflow with a worked example and defined checks.
QuickBooks + Claude FP&A Playbook - Free PDF
A 68-page English PDF containing 150 practical FP&A workflows for QuickBooks information and Claude-assisted analysis.
- 150 numbered workflows, each with a practical tip, required data, a copy-ready prompt and a check.
- An index for selecting the next reporting, forecasting or management-review task.
- Session guidance for using reviewed exports or connected reports where the required tools are available.
Use it for: Structuring analysis from QuickBooks reports and related operating records.
AI Finance Roadmap & Prompt Pack
A learning roadmap from messy finance inputs to repeatable, reviewed AI workflows.
- A 25-page illustrated PDF covering six learning stages.
- Eight copy-ready instructions in a Markdown prompt pack.
- Three fictional CSV files for a monthly reporting exercise, plus expected results.
- A readiness checklist and a short start guide.
Use it for: Practising source preparation, variance analysis, review and management summaries against a worked answer.
AI Agent Loop Starter Kit for Claude
An inspectable code example for understanding the loop between a model, local tools and execution checks.
- Editable Python source for the Claude adapter, three local tools, the execution loop and logging.
- Task instructions, fictional contacts and a CSV price-list attachment.
- 16 offline tests plus setup, validation and extension guides.
- A package manifest for checking the downloaded files.
Use it for: Learning how an agent prepares a local email draft and validates the attachment; the example is a learning resource.
50 Finance Agents for Claude
50 specialist agent definitions for modeling, planning, valuation, cash management and reporting.
- 50 Markdown role definitions with inputs, methods, deliverables, acceptance checks and example requests.
- An Excel agent catalogue with a filterable directory and six workflow routes.
- A 22-page PDF playbook and a coordinating Skill for Claude Code.
- A synthetic retail financial example, expected results and a Python checker.
- Templates for work orders, source and assumption registers, findings, change logs and structured handoffs.
Use it for: Choosing specialist roles and organising a finance task into explicit inputs, deliverables and review stages.
