The Claude Finance Department

The Claude Finance Department: 48 free finance workflows, guides and templates, including four Excel workbooks, by Henry Sheykin.
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The Claude Finance Department: 48 free finance workflows, guides and templates, including four Excel workbooks, by Henry Sheykin.
Free digital product — no payment required
Request your copy with your name and email
Receive the download link directly in your inbox
No credit card or billing address needed
No checkout or store account to create
Save your copy for later
Description

A free financial planning and review kit for founders, business owners and small finance teams.

The Claude Finance Department combines 32 task-specific workflows, eight practical guides and eight editable templates. Four formula-driven Excel workbooks are included, together with an assumptions register, company brief and reporting templates.

What is included

Section Resources What you can work on
Plan the business 8 workflows Revenue drivers, revenue forecasts, cost structure, operating budgets, headcount, CapEx, scenarios and sensitivity reviews.
Manage cash 8 workflows Opening cash reconciliation, a 13-week forecast, receivables, payables, working capital, burn and runway, stress tests and funding gaps.
Improve profitability 8 workflows Unit economics, contribution margin, break-even, pricing, product mix, capacity, debt service and investment payback.
Report and prepare 8 workflows Financial statement reviews, budget variances, KPI scorecards, monthly reporting, model checks and funding readiness.
Guides and playbooks 8 guides Starting in Claude, preparing exports, weekly cash reviews, monthly close-to-forecast routines, downside drills, pricing decisions, investor preparation and numerical checks.
Templates and trackers 8 files A company brief, assumptions register, four Excel workbooks, a monthly report template and funding-readiness tracker.

Four working Excel templates

  • 13-week cash flow: opening cash, receipts, payments, closing balances, base and stress cases, and gaps against a minimum cash buffer.
  • Budget vs actual: revenue and expense comparisons, dollar and percentage variances, operating results and a profit bridge.
  • Unit economics and break-even: contribution per unit, contribution margin, whole-unit break-even, capacity and operating surplus.
  • KPI scorecard: explicit numerators and denominators, actuals, targets, direction, units, periods and ownership.

Sample inputs are clearly marked illustrative. Editable inputs and calculated outputs are distinguished, and the workbooks include formulas and numerical checks.

How to use the kit

  1. Download and extract the ZIP archive.
  2. Open START-HERE.html for the short launch instructions and resource links.
  3. Complete the company brief, choose one workflow and provide your own reconciled figures. Replace illustrative workbook inputs before using the calculations.
  4. Copy the relevant prompt into Claude and provide the matching source data. Review periods, definitions, assumptions and outputs.

Format and requirements

  • Language: English.
  • Format: one clean ZIP containing 48 working resources in Markdown, CSV and XLSX, plus a short self-contained launch page.
  • Price: free.
  • Version: 1.1, 8 November 2026.
  • Access: a Claude account and a compatible spreadsheet application. XLSX handling in Claude requires its code-execution and file-creation capability; CSV and manual-input alternatives are explained.

The kit provides focused planning and review workflows. It does not automatically connect to bank or accounting systems. The sample figures are educational examples, and real-business conclusions require your own reconciled data and review.

Created by Henry Sheykin / FinModelsLab. Claude is a product of Anthropic.