Budget season · 4
Budget season · Prepare
Turns last year's actuals into a pre-filled budget request for every department head: their real starting numbers and no more than three asks.
Turns last year's actuals into a pre-filled budget request for each owner.
You give it
12 months of actuals by department
Budget season · Review
Reviews a submission the moment it lands, against the owner's history and guardrail. Flags the padding and the gaps, and drafts your reply.
Reviews each submission as it lands and drafts your reply to the owner.
You give it
One department's submission and its actuals
Budget season · Track
Compares two versions of your budget and reports what moved: every material change tied to an owner and a reason, and the ones nobody explained.
Shows what moved between two budget versions, and what nobody explained.
You give it
Two versions of the budget
Budget season · Review
A CFO-grade review of your draft budget. Returns a readiness scorecard: what holds, what the board will challenge, and what to fix first.
A CFO-grade review of your draft budget, returned as a readiness scorecard.
You give it
A draft budget, plan or reforecast
Board and targets · 2
Board and targets · Communicate
Upload your draft deck and financials. It predicts what your board will ask, drafts evidence-backed answers, and writes a first-pass opening narrative.
Predicts what your board will ask and drafts evidence-backed answers.
You give it
Your draft board deck and the financials behind it
Board and targets · Decide
Point it at a target. It reverse-engineers the growth, hiring, and margin path required, then flags what's unrealistic against your history.
Works back from a target and flags what your history can't support.
You give it
A target number and date, plus trailing actuals
Big decisions · 1
Big decisions · Decide
Before you commit, it surfaces the assumptions you're betting on and what would sink the plan, then returns a Go, Hold, or Go-with-conditions verdict.
Surfaces what would sink the plan before you commit, then returns a verdict.
You give it
The memo, plan or a few paragraphs on the call
Every week · 2
Every week · Run
A routine that drafts your recurring update to Slack overnight: what moved, versus last week and last year. You review, tweak, post.
Drafts your recurring update to Slack overnight, for you to review and post.
You give it
A live data connection and a Slack channel
Every week · Review
Reviews any model like a senior analyst: the broken formula, the buried hardcode, the assumption fighting another tab, the total that won't tie.
Finds the broken formula, the buried hardcode, and the total that won't tie.
You give it
A model as .xlsx, .xlsm, .csv or a Google Sheet
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Guide · Free
Claude skills for finance
Turn one-off prompts into repeatable FP&A workflows.
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