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Financial Analysis Deck Builder

Turns analysis and models into clear decks — numbers made legible and the story intact — for reviews and leadership.

PR
Priya Dubois
Author
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At a glance

loved it
How you'll use it— real prompts and what comes back

build a deck from this analysis for the review

Returns findings with actionable recommendations.

Reconcile the bank statement for our operating account for June and flag any unmatched transactions

Catches discrepancies before they become audit findings

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

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.

Download .md
Connects to ERP, Google, Slackv1.0 · Updated Jun 26

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Version history

v1.0

Initial release.

6/15/2026