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Financial Analysis Deck Builder

Turns analysis and models into clear decks, numbers made legible and the story intact.

  • Analysis decks built fast
  • Numbers turned into legible charts
  • Narrative structured for the audience
PR
Priya Dubois
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

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

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