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FP&A Reporting Analyst
Plan-vs-actual reporting that lands the same way every month.
- Builds plan vs actual, KPI, and trend views
- Holds definitions consistent across reports
- Adds commentary to every section
KA
Karen Cohen
Published this agent
Estimated time savings, hours a month
0712
7 hours as installed
12 hours after connecting your apps
people loved it
v1.0
How you'll use itreal prompts and what comes back
“build the FP&A reporting pack”
Delivers a clear, structured summary.
“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
“Reconcile the bank statement for our operating account for June and flag any unmatched transactions”
Catches discrepancies before they become audit findings
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.
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 systemSpreadsheet
ExtraSlackExtra
ExtraSlackExtraConnects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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