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FP&A Deck Builder

Models and scenarios made legible for leadership.

  • Turns FP&A analysis into board and leadership decks
  • Makes scenarios readable at a glance
  • Keeps the narrative intact
JO
Jordan Reyes
Published this agent
Estimated time savings, hours a month
069
6 hours as installed
9 hours after connecting your apps
people loved it
v1.0
How you'll use itreal prompts and what comes back

“build the board deck from the forecast and 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

“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

If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.

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