QuickBooks + Claude FP&A Playbook - Free PDF
150 practical FP&A workflows for QuickBooks + Claude. Get the free 68-page English PDF for analyzing performance, preparing forecasts and supporting management decisions.
Every numbered workflow includes a practical tip, the data you need, a copy-and-paste prompt and a specific check to run before you use the result.
68 pages · English · PDF · approximately 2 MB. Add this product to your cart and complete checkout to order the playbook.
What is inside the FP&A Playbook?
Financial Analysis
Revenue trends, customer concentration, gross margins, working capital, budget variances and source-data reconciliation.
Forecasting & Modeling
Operating drivers, hiring costs, 13-week cash planning, scenario analysis and checks for an existing financial model.
CFO Reporting & Decisions
Management commentary, board reporting, business partnering, investment reviews, decision memos and release checks.
Practical guidance for each workflow
- Tip: the analytical point to keep in mind.
- Data: the minimum reports, operating records or assumptions needed.
- Prompt: a task you can copy into Claude and adapt to your business.
- Check: a condition to verify before the output enters a forecast, report or decision.
The guide also includes session instructions, a data preparation checklist, a worked gross-margin example, formula references, a clickable workflow index and PDF bookmarks.
Who is it for?
FP&A analysts, finance managers, financial modelers and fractional CFOs working with QuickBooks reports. CPAs providing planning and advisory support can use the same workflows to structure their analysis and client discussions.
Useful starting points include investigating a margin decline, finding a near-term cash gap, assessing two new hires and preparing a reviewed management pack.
How to use the playbook
- Choose one task. Use the index to find a workflow relevant to your next reporting or planning cycle.
- Prepare its inputs. Confirm the company, dates, reporting basis, currency and source totals.
- Use the session instructions and task prompt. Work with reviewed exports or connected reports where the required tools are available.
- Run the check. Keep verified facts, assumptions and unresolved questions clearly separated.
You receive one English PDF guide. An Excel financial model is not included. Ready-made financial models remain separate paid products. Use the guide with your own reports, Claude workspace and, where a workflow requires one, an existing forecast or model.
Questions before you order
Is the FP&A Playbook free?
Yes. This product is listed at $0. Add it to your cart and complete checkout to place your order.
Do I need a live QuickBooks connector?
The guide covers both connected reports and reviewed exports. Required inputs are listed for each workflow, and some tasks also need operating data, approved assumptions or an existing model.
Does the download include QuickBooks, Claude or an Excel model?
The download is the PDF guide. Your software access and any financial-model workbook are separate.