← Back to library

FP&A Deck Builder

Turns FP&A analysis into clear leadership and board decks — models and scenarios made legible, narrative intact.

JO
Jordan Reyes
Author
Add Agentor download .md

At a glance

loved it
How you'll use it— real 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

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

Agent Feedback

Sign in to leave feedback.

Version history

v1.0

Initial release.

6/15/2026