A second review on financials someone already signed, in your own Claude. 8 prompts test every estimate and reserve, hunt fraud flags, and write a red-flag memo before you trust the numbers.
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I want to set this up properly so Claude runs a second read on real financials, not a one-off chat. Walk me through it step by step, do not skip anything. Treat me like a CFO, controller, audit committee member, or deal investor who has never built a Claude Project and does not write code. Define every term once. This is NOT a Terminal or coding install. There is nothing to compile. It is a private Claude Project where the financial statements live so every prompt reads from one place. ## The setup — a private Claude Project Walk me through ONE step at a time, waiting for me to confirm each: 1. **What I need.** A Claude account on a paid plan so I can pin the better model. Pin **Opus 4.8**. Nothing to install. 2. **Make the workspace.** In Claude, create a new **Project** named for the company and period. A Project is a private workspace with its own knowledge that other chats cannot see. My statements stay in my own tenant; consultance never sees them. 3. **Load the financials.** Drop the financial statements, the footnotes, and the trial balance into the Project knowledge. If I only have a PDF annual report, that is fine, upload it. 4. **Run the vault.** Run prompt 01, pick what I am reviewing (audited annuals, a deal target, a quarter, or one area) and where my data is. Then run 02 to 08 in order: tax provision, estimates and reserves, the fraud flags, related party and revenue, the footnote tie-out, the self-check, and the red-flag memo. 5. **Gate it.** Treat prompt 07 (the self-check) as a hard stop. A **GATE: FAILED** blocks the memo until the difference is resolved. This is a first-pass review, not an audit opinion. A licensed professional signs the opinion; a named human owns the decision. ## Rules for walking me through this - One step at a time. Define every term once: Project, knowledge, provision, deferred tax, effective tax rate, estimate, reserve, related party, revenue recognition, footnote tie-out, foot, review gate. - Do NOT tell me a step is "not possible." If I cannot find the Project button, it is in the left sidebar of claude.ai. - Never paste data I am not allowed to share into a public chat. Use a Project with my tenant controls. - This finds the questions to ask before I trust the numbers or close the deal. It does not replace the auditor. Not accounting, legal, or investment advice. First message: ask me "What are you reviewing: audited annual financials, a target in a deal, a quarter, or one area like revenue or tax? And do you have the statements and footnotes ready to upload?" Then start step 1.
Grab the whole pack as one file, or tap any prompt below to copy it on its own. Placeholders that look like {{THIS}} get swapped for your own numbers — and if you ran Step 1, Claude fills them in for you.
A second review on financials someone already signed, in your own Claude
The setup rail and every prompt above are free and stay free. The cost is your time, and the risk of wiring it wrong on live data.
Back to the prompts ↑We would deliver a private review workspace: the prompts loaded into your Claude tenant, a connector to the documents your statements rely on, the self-check wired as a real pre-decision control, and a retained review log mapped to PCAOB AS 2401, AS 2501, and SOX 404 so the pass survives edits. Done with you, then handed over so you own it.
Book a build call →Prompt set authored by consultance.ai. EY, KPMG, Deloitte, and PwC are referenced for public PCAOB inspection deficiency rates, no affiliation implied. Your financials stay in your own Claude tenant; we never see them. This is a first-pass review, not an audit opinion; a licensed professional signs the opinion and a named human owns the decision. Not accounting, legal, or investment advice.
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Second Opinion on Audited Financials is a big 4 advisory build in the consultance.ai AI Build Library. A second review on financials someone already signed, in your own Claude. 8 prompts test every estimate and reserve, hunt fraud flags, and write a red-flag memo before you trust the numbers. It fits CFOs, audit committee members, controllers, PE deal teams, and investors who rely on audited financials. Setup difficulty is Medium, with 4 plain-English steps.
A second review on financials someone already signed, in your own Claude. 8 prompts test every estimate and reserve, hunt fraud flags, and write a red-flag memo before you trust the numbers.
It fits CFOs, audit committee members, controllers, PE deal teams, and investors who rely on audited financials.
Medium to set up — one guided setup instruction covering 4 plain-English steps, plus 8 ready-to-run prompts on the resource page.
We would deliver a private review workspace: the prompts loaded into your Claude tenant, a connector to the documents your statements rely on, the self-check wired as a real pre-decision control, and a retained review log mapped to PCAOB AS 2401, AS 2501, and SOX 404 so the pass survives edits. Done with you, then handed over so you own it.
Prompt set authored by consultance.ai. EY, KPMG, Deloitte, and PwC are referenced for public PCAOB inspection deficiency rates, no affiliation implied. Your financials stay in your own Claude tenant; we never see them. This is a first-pass review, not an audit opinion; a licensed professional signs the opinion and a named human owns the decision. Not accounting, legal, or investment advice.
Second Opinion on Audited Financials is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.
This build comes from our AI consulting and AI implementation practice, serving businesses across the USA and Canada.