{"product_id":"xero-claude-fpa-playbook","title":"Xero + Claude FP\u0026A Playbook - Free PDF","description":"\u003cstyle\u003e\n\/* Scope PDF-specific template exceptions to this product section. *\/\n.t4s-section-main-product:has(.fml-fpa-playbook) .product_ftrs .feature-box:nth-child(1),\n.t4s-section-main-product:has(.fml-fpa-playbook) .product_ftrs .feature-box:nth-child(2),\n.t4s-section-main-product:has(.fml-fpa-playbook) .product_ftrs .feature-box:nth-child(4),\n.t4s-section-main-product:has(.fml-fpa-playbook) .product_ftrs .feature-box:nth-child(5){display:none!important}\n\n.fml-fpa-playbook{--fpa-purple:#6067F2;--fpa-ink:#0F1017;--fpa-muted:#4C4F62;--fpa-soft:#F2F2FF;--fpa-gold:#FCBD01;color:var(--fpa-ink);font-family:Inter,Arial,sans-serif;font-size:17px;line-height:1.65;overflow-wrap:break-word}\n.fml-fpa-playbook *{box-sizing:border-box}\n.fml-fpa-playbook h2,.fml-fpa-playbook h3{font-family:Poppins,Inter,Arial,sans-serif;line-height:1.25;letter-spacing:-.025em;color:var(--fpa-ink)}\n.fml-fpa-playbook h2{font-size:28px;margin:32px 0 14px}\n.fml-fpa-playbook h3{font-size:20px;margin:0 0 10px}\n.fml-fpa-playbook p{margin:0 0 18px}\n.fml-fpa-playbook .fpa-lead{font-size:20px;line-height:1.55}\n.fml-fpa-playbook .fpa-file-note{display:block;margin-top:10px;font-size:14px;color:var(--fpa-muted)}\n.fml-fpa-playbook .fpa-sections{display:grid;grid-template-columns:repeat(auto-fit,minmax(min(100%,230px),1fr));gap:16px;margin:22px 0 28px}\n.fml-fpa-playbook .fpa-section{padding:22px;border-radius:10px;background:var(--fpa-soft)}\n.fml-fpa-playbook .fpa-count{display:block;margin-bottom:12px;color:var(--fpa-purple);font-size:42px;font-weight:800;line-height:1}\n.fml-fpa-playbook .fpa-section p{font-size:15px;line-height:1.6;margin:0}\n.fml-fpa-playbook ul,.fml-fpa-playbook ol{padding-left:23px;margin:0 0 22px}\n.fml-fpa-playbook li{margin:0 0 9px}\n.fml-fpa-playbook .fpa-note{padding:20px 22px;border-left:4px solid var(--fpa-purple);border-radius:0 10px 10px 0;background:var(--fpa-soft);margin:24px 0}\n.fml-fpa-playbook .fpa-note p{margin:0}\n.fml-fpa-playbook details{border-top:1px solid #E0E2F3;padding:15px 0}\n.fml-fpa-playbook summary{cursor:pointer;font-weight:650}\n.fml-fpa-playbook details p{margin:12px 0 0;color:var(--fpa-muted)}\n@media(max-width:760px){.fml-fpa-playbook{font-size:16px;padding:0 20px}.fml-fpa-playbook .fpa-sections{grid-template-columns:1fr}.fml-fpa-playbook h2{font-size:25px}.fml-fpa-playbook .fpa-lead{font-size:18px}}\n\u003c\/style\u003e\n\u003cdiv class=\"fml-fpa-playbook\"\u003e\n\u003cp class=\"fpa-lead\"\u003e\u003cstrong\u003e150 practical FP\u0026amp;A workflows for Xero + Claude.\u003c\/strong\u003e Get the free 70-page English PDF for analyzing performance, preparing forecasts and supporting management decisions.\u003c\/p\u003e\n\u003cp\u003eEvery 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.\u003c\/p\u003e\n\u003cp class=\"fpa-file-note\"\u003e70 pages · English · PDF · approximately 2 MB. Add this product to your cart and complete checkout to order the playbook.\u003c\/p\u003e\n\u003ch2\u003eWhat is inside the FP\u0026amp;A Playbook?\u003c\/h2\u003e\n\u003cdiv class=\"fpa-sections\"\u003e\n\u003csection class=\"fpa-section\"\u003e\u003cspan class=\"fpa-count\"\u003e50\u003c\/span\u003e\u003ch3\u003eFinancial Analysis\u003c\/h3\u003e\n\u003cp\u003eRevenue trends, customer concentration, gross margins, working capital, budget variances and source-data reconciliation.\u003c\/p\u003e\u003c\/section\u003e\n\u003csection class=\"fpa-section\"\u003e\u003cspan class=\"fpa-count\"\u003e50\u003c\/span\u003e\u003ch3\u003eForecasting \u0026amp; Modeling\u003c\/h3\u003e\n\u003cp\u003eOperating drivers, hiring costs, 13-week cash planning, scenario analysis and checks for an existing financial model.\u003c\/p\u003e\u003c\/section\u003e\n\u003csection class=\"fpa-section\"\u003e\u003cspan class=\"fpa-count\"\u003e50\u003c\/span\u003e\u003ch3\u003eCFO Reporting \u0026amp; Decisions\u003c\/h3\u003e\n\u003cp\u003eManagement commentary, board reporting, business partnering, investment reviews, decision memos and release checks.\u003c\/p\u003e\u003c\/section\u003e\n\u003c\/div\u003e\n\u003ch2\u003ePractical guidance for each workflow\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eTip:\u003c\/strong\u003e the analytical point to keep in mind.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eData:\u003c\/strong\u003e the minimum reports, operating records or assumptions needed.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrompt:\u003c\/strong\u003e a task you can copy into Claude and adapt to your business.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCheck:\u003c\/strong\u003e a condition to verify before the output enters a forecast, report or decision.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThe guide also includes session instructions, a data preparation checklist, a worked gross-margin example, formula references, a clickable workflow index and PDF bookmarks.\u003c\/p\u003e\n\u003cp\u003eA dedicated Xero checklist covers organisation and source timestamps, tracking coverage and aged balance settings. Use the official read-only Xero connector or reviewed exports, with the required inputs listed for each workflow.\u003c\/p\u003e\n\u003ch2\u003eWho is it for?\u003c\/h2\u003e\n\u003cp\u003eFP\u0026amp;A analysts, finance managers, financial modelers and fractional CFOs working with Xero reports. CPAs providing planning and advisory support can use the same workflows to structure their analysis and client discussions.\u003c\/p\u003e\n\u003cp\u003eUseful starting points include investigating a margin decline, finding a near-term cash gap, assessing two new hires and preparing a reviewed management pack.\u003c\/p\u003e\n\u003ch2\u003eHow to use the playbook\u003c\/h2\u003e\n\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eChoose one task.\u003c\/strong\u003e Use the index to find a workflow relevant to your next reporting or planning cycle.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrepare its inputs.\u003c\/strong\u003e Confirm the company, dates, reporting basis, currency and source totals.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eUse the session instructions and task prompt.\u003c\/strong\u003e Work with reviewed exports or connected reports where the required tools are available.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRun the check.\u003c\/strong\u003e Keep verified facts, assumptions and unresolved questions clearly separated.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cdiv class=\"fpa-note\"\u003e\u003cp\u003e\u003cstrong\u003eYou receive one English PDF guide.\u003c\/strong\u003e 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.\u003c\/p\u003e\u003c\/div\u003e\n\u003ch2\u003eQuestions before you order\u003c\/h2\u003e\n\u003cdetails\u003e\u003csummary\u003eIs the FP\u0026amp;A Playbook free?\u003c\/summary\u003e\u003cp\u003eYes. This product is listed at $0. Add it to your cart and complete checkout to place your order.\u003c\/p\u003e\u003c\/details\u003e\n\u003cdetails\u003e\u003csummary\u003eDo I need a live Xero connector?\u003c\/summary\u003e\u003cp\u003eThe 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.\u003c\/p\u003e\u003c\/details\u003e\n\u003cdetails\u003e\u003csummary\u003eDoes the download include Xero, Claude or an Excel model?\u003c\/summary\u003e\u003cp\u003eThe download is the PDF guide. Your software access and any financial-model workbook are separate.\u003c\/p\u003e\u003c\/details\u003e\n\n\u003c\/div\u003e","brand":"FinancialModelsLab","offers":[{"title":"Default Title","offer_id":68740525916403,"sku":"FML-XERO-FPA-PLAYBOOK-150-PDF","price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/xero-claude-fpa-playbook-landscape-cover.png?v=1794136152","url":"https:\/\/financialmodelslab.com\/products\/xero-claude-fpa-playbook","provider":"Financial Models Lab Templates","version":"1.0","type":"link"}