{"product_id":"the-claude-finance-department","title":"The Claude Finance Department","description":"\u003cp\u003e\u003cstrong\u003eA free financial planning and review kit for founders, business owners and small finance teams.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThe 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.\u003c\/p\u003e\n\u003ch2\u003eWhat is included\u003c\/h2\u003e\n\u003ctable\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eSection\u003c\/th\u003e\n\u003cth\u003eResources\u003c\/th\u003e\n\u003cth\u003eWhat you can work on\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003ePlan the business\u003c\/td\u003e\n\u003ctd\u003e8 workflows\u003c\/td\u003e\n\u003ctd\u003eRevenue drivers, revenue forecasts, cost structure, operating budgets, headcount, CapEx, scenarios and sensitivity reviews.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eManage cash\u003c\/td\u003e\n\u003ctd\u003e8 workflows\u003c\/td\u003e\n\u003ctd\u003eOpening cash reconciliation, a 13-week forecast, receivables, payables, working capital, burn and runway, stress tests and funding gaps.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eImprove profitability\u003c\/td\u003e\n\u003ctd\u003e8 workflows\u003c\/td\u003e\n\u003ctd\u003eUnit economics, contribution margin, break-even, pricing, product mix, capacity, debt service and investment payback.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eReport and prepare\u003c\/td\u003e\n\u003ctd\u003e8 workflows\u003c\/td\u003e\n\u003ctd\u003eFinancial statement reviews, budget variances, KPI scorecards, monthly reporting, model checks and funding readiness.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eGuides and playbooks\u003c\/td\u003e\n\u003ctd\u003e8 guides\u003c\/td\u003e\n\u003ctd\u003eStarting in Claude, preparing exports, weekly cash reviews, monthly close-to-forecast routines, downside drills, pricing decisions, investor preparation and numerical checks.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eTemplates and trackers\u003c\/td\u003e\n\u003ctd\u003e8 files\u003c\/td\u003e\n\u003ctd\u003eA company brief, assumptions register, four Excel workbooks, a monthly report template and funding-readiness tracker.\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003ch2\u003eFour working Excel templates\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003e13-week cash flow:\u003c\/strong\u003e opening cash, receipts, payments, closing balances, base and stress cases, and gaps against a minimum cash buffer.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBudget vs actual:\u003c\/strong\u003e revenue and expense comparisons, dollar and percentage variances, operating results and a profit bridge.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eUnit economics and break-even:\u003c\/strong\u003e contribution per unit, contribution margin, whole-unit break-even, capacity and operating surplus.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eKPI scorecard:\u003c\/strong\u003e explicit numerators and denominators, actuals, targets, direction, units, periods and ownership.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eSample inputs are clearly marked illustrative. Editable inputs and calculated outputs are distinguished, and the workbooks include formulas and numerical checks.\u003c\/p\u003e\n\u003ch2\u003eHow to use the kit\u003c\/h2\u003e\n\u003col\u003e\n\u003cli\u003eDownload and extract the ZIP archive.\u003c\/li\u003e\n\u003cli\u003eOpen \u003cstrong\u003eSTART-HERE.html\u003c\/strong\u003e for the short launch instructions and resource links.\u003c\/li\u003e\n\u003cli\u003eComplete the company brief, choose one workflow and provide your own reconciled figures. Replace illustrative workbook inputs before using the calculations.\u003c\/li\u003e\n\u003cli\u003eCopy the relevant prompt into Claude and provide the matching source data. Review periods, definitions, assumptions and outputs.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003ch2\u003eFormat and requirements\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eLanguage:\u003c\/strong\u003e English.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e one clean ZIP containing 48 working resources in Markdown, CSV and XLSX, plus a short self-contained launch page.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrice:\u003c\/strong\u003e free.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eVersion:\u003c\/strong\u003e 1.1, 8 November 2026.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAccess:\u003c\/strong\u003e 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.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThe 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.\u003c\/p\u003e\n\u003cp\u003eCreated by Henry Sheykin \/ FinModelsLab. Claude is a product of Anthropic.\u003c\/p\u003e","brand":"FinancialModelsLab","offers":[{"title":"Default Title","offer_id":68739480813811,"sku":"FML-CLAUDE-FINANCE-48-FREE","price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/claude-finance-department-free-kit.png?v=1794135579","url":"https:\/\/financialmodelslab.com\/products\/the-claude-finance-department","provider":"Financial Models Lab Templates","version":"1.0","type":"link"}