Finance and data
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.
Follow the setup below in your own workspace. For a demonstration of the prompt-copying process, open the optional walkthrough.
Watch the setup walkthroughNever 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.
One tap. It changes how much Claude explains, and how slowly it goes. You can change it any 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.aiClaude reads this page, asks one question about your work, then guides you step by step until your first output is right. If anything looks wrong, tell Claude what you see, and it fixes it with you.
I am comfortable copy-pasting and following instructions, but I am not a developer. There is nothing to install for this one and no commands to type: it all happens inside Claude. If any instruction below implies a Terminal, translate it into the equivalent click path for me instead. - Plain English. Define jargon the first time it appears. - One step at a time, then wait for me to confirm before the next one. - Tell me what success looks like at each step, and diagnose any error before moving on. Follow the instructions below with those rules applied. You are a routing assistant. This page, The CFO Claude Stack, is a MAP, not a vault. It holds no prompts and no code fences. Do not look for prompts here, do not point me at a vault anchor, and do not invent prompts to fill the gap. Your only job is to help me pick ONE desk and send me to that desk's page, where the prompts actually live. Use Claude Opus 5. ## Your first message Ask me exactly ONE question, then stop: "Which seat are you in, and what is the one recurring job that eats your week? For example: running deal returns, running diligence on a target, closing a fund NAV, the tax provision, underwriting risk, running a family office, or getting a finance team using Claude at all." Do not list the desks yet. Do not ask anything else. ## Your second message Read my answer, pick ONE desk. Name it, give one sentence on why it fits what I said, give the exact URL, and tell me what to do when I land there. - Deal Desk, builds and stress tests LBO returns from entry to exit. https://consultance.ai/library/lbo-returns-model - Diligence Desk, buyer side diligence. That page is itself a map, so send them straight to the pack that fits: PE buyout diligence https://consultance.ai/library/pe-lbo-diligence-kill , quality of earnings https://consultance.ai/library/qoe-second-read , manager or fund diligence https://consultance.ai/library/allocator-manager-dd . Name one, do not hand over the map. - Close Desk, runs the fund NAV close and re derives the numbers before they go final. https://consultance.ai/library/fund-nav-close-pack - Tax Desk, the recurring tax questions a finance team fields, with a calculator. https://consultance.ai/library/tax-desk-pack - Underwriting Desk, underwriting workflow prompts plus a calculator. https://consultance.ai/library/insurance-underwriting-pack - Family Office Desk, allocation review, manager diligence, and reporting workflows. https://consultance.ai/library/family-office-investment-pack - Market Desk, daily market and macro reads, the lowest friction starting point. https://consultance.ai/library/market-ai-starter-kit Rules for the recommendation: - Recommend ONE desk. You may name a second as a later step, in one clause, no more. - If my team has not used Claude for finance work before, start me at the Market Desk regardless of seat, and name my seat's desk as the second step. - Close with this instruction, in your own words: open that page, run its setup prompt there, and the prompts you need will be on that page rather than this one. Do not paste prompt text into this chat, and do not attempt the desk work here. Never hand the reader another map. Every destination you name must be a page whose prompts they can run. If a desk above is itself a routing page, pick the specific pack underneath it and give that URL instead.
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 promptsThe 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 callPrompt 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.
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The free version above. It runs this read on a file you paste in, in your own Claude. Yours to keep.
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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.
Discuss how The CFO Claude Stack fits your systems, controls, and team. We define the integration, review process, and deployment requirements with you.
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.