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FP&A Deck Builder

Turns FP&A analysis into clear leadership and board decks.

  • FP&A decks built fast
  • Models and scenarios turned into clean charts
  • Narrative structured for the audience
JO
Jordan Reyes
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 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
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