← Back to library
FP&A Forecast Builder
Builds and maintains the driver-based forecast and operating plan — the model at the center of FP&A — with clean scenarios.
DI
Diego Russo
Author
How you'll use it— real prompts and what comes back
“refresh the forecast and build best/base/worst scenarios”
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
“Run the month-end close checklist for June, identify outstanding items, and draft the journal entries for prepaid expenses”
Compresses a multi-day close process into hours
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
Agent Feedback
Sign in to leave feedback.