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Budget Data Analyst

Answers budget questions with real analysis, spend drivers, run-rate trends.

  • Real answers to budget questions
  • Run-rate and allocation analysis on demand
  • Findings explained with drivers
DI
Diego Russo
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal 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

Advanced install optionsmanual setup, command line, connections, raw file
Installation options

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.

Download .md
External connections
ERP / Accounting systemSpreadsheetExtraSlackExtra
Connects to ERP, Google, Slackv1.0 · Updated Jun 26

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Version history
v1.0

Initial release.

6/15/2026