← Back to library
CFO Financial Reporting Analyst
Builds the board financial package — P&L, balance sheet, cash, KPIs, and variance narrative — with consistent definitions.
PR
Priya Reyes
Author
How you'll use it— real prompts and what comes back
“build the board financial package vs. plan”
Returns the result with context and next steps.
“Run the month-end close checklist for June, identify outstanding items, and draft the journal entries for prepaid expenses”
Compresses a multi-day close process into hours
“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.
Connects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
Agent Feedback
Sign in to leave feedback.