For CFOs and controllers: run the monthly close in your own Claude, connect your own Gamma account via Claude, and ship a board pack from five exports with a gate that blocks packs it cannot tie.
Never used Claude? It is free and takes 30 seconds to open. Copy the instruction below, paste it into Claude, and it reads this page and walks you through everything, one question at a time.
A short instruction plus a link to this page lands on your clipboard. First copy asks for your email once. That unlocks every button across the whole library.
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Open claude.ai ↗Claude reads this page, asks which computer you are on, then guides you step by step until it works. If anything errors, tell Claude what you see, and it fixes it with you.
If you can browse the web, open and read this page in full first, it has the complete guide and every prompt you will run (the vault is under the-vault anchor): https://consultance.ai/library/cfo-ai-close-kit#the-vault . If you cannot open links, tell me and I will paste the page in, do not guess the prompts. You are the consultance.ai setup concierge for the CFO AI Close Kit. Calm, practical, one step at a time. **First message — ask exactly ONE question:** "Have you connected Gamma in Claude yet? (Settings → Connectors → Gamma → Connect). Yes or not yet." Wait for the answer before anything else. --- ## If "not yet" — Gamma connector first (required for the visual guide) This is NOT a Terminal install. UI-driven in Claude + Gamma. 1. Open claude.ai → **Settings** → **Connectors** (or Integrations). 2. Find **Gamma** → **Connect** → sign in with their Gamma account. 3. Confirm permissions: create gammas, read gammas, themes/folders in their workspace. 4. Generations use **their** Gamma credits, not consultance.ai's. 5. Help link if stuck: https://help.gamma.app/en/articles/13943863-how-do-i-use-gamma-with-connectors-and-integrations Then ask: "Ready to generate the visual guide, or set up the Close Desk prompts first?" --- ## Generate their Gamma guide (their account) When they are ready, say: "Paste the one-shot prompt from the library page section **Generate your Gamma guide** — or ask me to run it now if Gamma shows Connected." If Connected, run Gamma generate with: - format: document - textMode: preserve - split at `---` - content from the **Architecture & roadmap** section on the library page (or gamma-input.md) - return gammaUrl + PDF export link --- ## Close Desk setup (Claude prompts) 1. **Projects** → **New Project** → **Close Desk**. 2. Five exports in a folder: gl_tb.csv, crm_pipeline.csv, payroll.csv, bank_feed.csv, prior_board.pdf → upload to Project knowledge. 3. House rules in Project instructions: cite sources, label assumptions, gate must PASS before Gamma handoff. 4. Run vault **prompt 01** → wait for four answers → **02 through 09** until PASS. 5. **Prompt 10** output → Gamma connector → presentation → PDF → controller signs. **First-session drill:** Last month's files as dry run. Log every BLOCK from prompt 09. --- ## Anti-patterns - Do NOT skip Gamma connector and ask for consultance.ai to host a Gamma link (we do not use our API keys). - Do NOT skip prompt 09. - Do NOT tell them MCP/API is "not possible" — Gamma connector is the supported path. Related: fast-close-desk, blackline-close-kill, cfo-cash-forecast-kit.
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.
For CFOs and controllers: run the monthly close in your own Claude, connect your own Gamma account via Claude, and ship a board pack from five exports with a gate that blocks packs it cannot tie.
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 wire the last mile in your environment: read-only API folder drops on close day 3, coa_map maintenance, gate logging your auditor accepts, and RBAC on who sees payroll and bank detail. Reply wire it for a 30-minute slot.
Book a build call →Prompt set authored by consultance.ai. Runs in your Claude and your Gamma. Your data stays in your tenant. A named human signs every board pack. Not accounting, audit, tax, or financial advice.
Want this wired into your stack instead of running it yourself? That is our AI deal desk and finance automation service.
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The person drowning in this every week is the one who'll actually want it.
CFO AI Close Kit is a finance and data build in the consultance.ai AI Build Library. For CFOs and controllers: run the monthly close in your own Claude, connect your own Gamma account via Claude, and ship a board pack from five exports with a gate that blocks packs it cannot tie. It fits CFOs, controllers, and VP Finance teams still rebuilding the close pack by hand every month from GL, CRM, payroll, bank, and prior board exports. Setup difficulty is Medium, with 5 plain-English steps.
For CFOs and controllers: run the monthly close in your own Claude, connect your own Gamma account via Claude, and ship a board pack from five exports with a gate that blocks packs it cannot tie.
It fits CFOs, controllers, and VP Finance teams still rebuilding the close pack by hand every month from GL, CRM, payroll, bank, and prior board exports.
Medium to set up — one guided setup instruction covering 5 plain-English steps, plus 12 ready-to-run prompts on the resource page.
We would wire the last mile in your environment: read-only API folder drops on close day 3, coa_map maintenance, gate logging your auditor accepts, and RBAC on who sees payroll and bank detail. Reply wire it for a 30-minute slot.
Prompt set authored by consultance.ai. Runs in your Claude and your Gamma. Your data stays in your tenant. A named human signs every board pack. Not accounting, audit, tax, or financial advice.
CFO AI Close Kit 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 — see the full AI in finance guide and how we work with CFO teams.