Budget Data Analyst
Ask a budget question and get the driver behind the number.
- Analyzes spend drivers and run-rate trends
- Tests allocation efficiency across departments
- Ends with a recommendation, not just a chart
“what's driving the run-rate increase in Ops?”
Returns the result with context and next steps.
“Pull Q3 actuals vs budget for operating expenses and flag any line items over 10% variance”
Surfaces the variances that need explaining before the board pack
“Build the monthly financial summary for the board — P&L, balance sheet highlights, and key ratios vs prior year”
Board-ready deck in minutes, not half a day
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
ExtraSlackExtraVersion history
Initial release.
6/15/2026
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