100 calls/day · No credit card
Enterprise / high-volume plans available on request.
Anonymous users get 10 free calls/day without a key.
Claude SKILL.md templates and MCP tools for Financial Planning & Analysis: budgeting, forecasting, variance analysis, rolling forecasts, board reporting, and driver-based financial models.
SKILL.md templates are structured prompt frameworks. Copy one into Claude's Projects system prompt — Claude will then follow professional fp&a & planning workflows automatically, step by step, for any task you give it.
Draft concise, board-ready financial narrative for monthly and quarterly board packages: executive summary, KPI dashboard commentary, variance explanation, and forward guidance language.
Analyze budget vs. actual variances by account, cost center, and driver. Draft management commentary explaining variances, identify root causes, and recommend corrective actions.
Evaluate capital investment proposals using NPV, IRR, payback period, and modified IRR. Compare multiple capex scenarios, run sensitivity analysis on key assumptions, and draft capital committee proposals.
Model department headcount plans with hiring timelines, fully-loaded cost (salary, benefits, equity, overhead), attrition scenarios, and productivity ramp curves. Output cost impact for annual budget and rolling forecast.
Build a 12-month rolling forecast using driver-based assumptions. Update with actuals each month, reproject remaining periods, and produce forecast-vs-prior-forecast waterfall to track model accuracy.
Compute and analyze the complete SaaS metric stack: ARR, NRR, GRR, CAC, LTV, payback period, Rule of 40, magic number, and cohort retention. Benchmark against SaaS public company comps.
Build multi-scenario financial models: base, bull, bear cases with defined assumption sets. Run Monte Carlo simulation, compute breakeven points, and produce sensitivity tables showing which drivers most impact EBITDA and cash.
Choose a template from the list above. Each is a structured prompt framework for a specific fp&a & planning workflow.
Open Claude → Create a Project → paste the SKILL.md into the project system prompt. Claude now follows the workflow automatically.
Describe your task in plain English. Claude executes the full fp&a & planning workflow — step by step, with professional output.