For CFOs and finance leaders: the map of seven finance desks, deal, diligence, close, tax, underwriting, family office, and market, each one a free prompt vault that runs inside your own Claude, plus the order to install them in so a team actually adopts them.
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.
Free account, no card, 30 seconds. This tab stays open so you can come back.
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.
Install The CFO Claude Stack on my computer. Walk me through it. Repo: https://consultance.ai/library/cfo-claude-stack What it does: For CFOs and finance leaders: the map of seven finance desks, deal, diligence, close, tax, underwriting, family office, and market, each one a free prompt vault that runs inside your own Claude, plus the order to install them in so a team actually adopts them. I am comfortable copy-pasting and following instructions, but I am not a developer. Rules: - Plain English. Define jargon the first time it appears (repo, env var, port, dependency). - One step at a time. Exact command in a code block. Tell me which app to paste it into (Terminal on Mac, PowerShell on Windows). - One sentence per command explaining what it does and what success looks like. - After each command, wait. I will tell you the output before you move on. - If a tool is missing (git, node, docker, python), give me the one-line install for my OS first. - If something errors, diagnose before the next step. Do not skip. First message: ask only "What is your operating system, macOS, Windows, or Linux?" Then start step 1. Reference steps from the public guide (adapt to my OS, do not just paste them at me): 1. Start with the Market Desk if your team has not used Claude for finance work before. It is the lowest friction entry point. 2. Add the Deal Desk and Diligence Desk next if you sit anywhere near transactions. Deal teams see the fastest payoff. 3. Add the Close Desk and Tax Desk for the recurring monthly and quarterly cycle, once the team trusts the pattern against a live close. 4. Pin Claude Opus 5 for the reasoning heavy desks: deal, diligence, close, underwriting. Stop when the app opens and I confirm it works.
For CFOs and finance leaders: the map of seven finance desks, deal, diligence, close, tax, underwriting, family office, and market, each one a free prompt vault that runs inside your own Claude, plus the order to install them in so a team actually adopts them.
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 ↑The desks are seven separate vaults you run by hand. Consultance stands the stack up as one workspace in your own environment: the desks your seat actually needs, your ERP, VDR, and market data connected under governed access, review gates where your controls require them, and the whole thing handed over so your team owns it. Reply "wire it" for a 30-minute slot.
Book a build call →Prompt sets authored by consultance.ai. Each desk carries its own honest ceiling, stated on its own page. This is decision support, not accounting, legal, tax, or investment advice, and no desk replaces a control your auditor expects to see. A named human signs every output. Your data stays in your own Claude tenant, we never see it.
Want this wired into your stack instead of running it yourself? That is our AI deal desk and finance automation service.
The AI tools, launches, and shifts that actually matter, in plain English. New library drops the moment they land.
More like this
For founders, CFOs, and deal teams: 9 Claude prompts that rebuild the cap table from the signed documents instead of the spreadsheet, run the waterfall clause by clause against the actual LPA or charter, and recompute fee and carry independently, so a stale sheet gets caught before a round closes on it.
For CFOs and controllers: 11 Claude prompts that run the month end close reconciliation itself, match bank and subledgers both directions, catch the account that will not foot, and draft the flux memo, so a 6 day close lands in 2.
For private credit funds and direct lenders: 11 Claude prompts that monitor covenants, recalculate the borrowing base, read amendment redlines, and draft the LP note, on documents that never leave your own tenant, so a covenant drift is caught before quarter end, not after.
manual now, installed when you're ready
The free version above. It runs this read on a file you paste in, in your own Claude. Yours to keep.
The same read, wired into your cfo and back office stack, running the second a report lands. Nothing to upload, no new login.
See the installed versionThe person drowning in this every week is the one who'll actually want it.
The CFO Claude Stack is a finance and data build in the consultance.ai AI Build Library. For CFOs and finance leaders: the map of seven finance desks, deal, diligence, close, tax, underwriting, family office, and market, each one a free prompt vault that runs inside your own Claude, plus the order to install them in so a team actually adopts them. It fits CFOs, finance directors, and fund CFOs who have seen the individual packs and want one map of which desk to install first instead of installing all seven in a weekend and using none. Setup difficulty is Easy, with 4 plain-English steps.
For CFOs and finance leaders: the map of seven finance desks, deal, diligence, close, tax, underwriting, family office, and market, each one a free prompt vault that runs inside your own Claude, plus the order to install them in so a team actually adopts them.
It fits CFOs, finance directors, and fund CFOs who have seen the individual packs and want one map of which desk to install first instead of installing all seven in a weekend and using none.
Easy to set up — one guided setup instruction covering 4 plain-English steps on the resource page.
The desks are seven separate vaults you run by hand. Consultance stands the stack up as one workspace in your own environment: the desks your seat actually needs, your ERP, VDR, and market data connected under governed access, review gates where your controls require them, and the whole thing handed over so your team owns it. Reply "wire it" for a 30-minute slot.
Prompt sets authored by consultance.ai. Each desk carries its own honest ceiling, stated on its own page. This is decision support, not accounting, legal, tax, or investment advice, and no desk replaces a control your auditor expects to see. A named human signs every output. Your data stays in your own Claude tenant, we never see it.
The CFO Claude Stack 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.