Finance · Project Kit
How to Build Your Board Finance Pack with Claude
Built for performance reporting in Financial Planning & Analysis (FP&A)
Claude builds the storyline and a presentation from your source material.
Coming soon
Notify me at launch- Format
- Claude Project kit
- Delivery
- Instant download after payment, link also sent by email
- For
- FP&A Manager, and anyone doing this work in a smaller team
- Human check
- The owner checks every number against the source data.
01 · Overview
A ready-made Claude Project for work that repeats. Claude builds the storyline and a presentation from your source material. You bring: trial balance, budget, forecast, KPI data, business commentary.
You will be able to
- Produce your board finance pack with Claude from your own material.
- Know exactly which inputs Claude needs.
- Review the result before anyone relies on it.
What is inside
- 01Project instructions
- 02Knowledge file templates
- 03Starter prompts
- 04Setup guide
02 · How buying works
- 01ChoosePick a single product or a bundle.
- 02Check out securelyPay by card through a secure hosted checkout. Taxes and invoices are handled automatically.
- 03Download instantlyYour download link appears right after payment and arrives by email with your receipt.