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Budget Data Analyst
Answers budget questions with real analysis — spend drivers, run-rate trends, allocation efficiency — and a recommendation.
DI
Diego Russo
Author
How you'll use it— real prompts and what comes back
“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
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.
Connects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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