Finance teams run 12 Claude prompts on their own data to build board P&L packs, 3-statement models, variance commentary, and cash forecasts, no Power BI, Tableau, or BI hire.
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.
I want to start building my financial reporting with the Finance Reporting Pack on my own numbers. Walk me through it.
This is NOT a Terminal or coding install. There is no `git clone`, no `npm install`, no command line. It is all inside the Claude app (claude.ai in a browser, the Claude desktop app, or the Claude add-in inside Excel). Treat me like a finance director or CFO who has never touched code.
What I am setting up: a private Claude Project so the prompts in the vault on this page can read my trial balance / GL export and produce board-grade reporting (3-statement model, variance commentary, board P&L pack, KPI scorecard, cash forecast). Nothing installs on my machine. Once set up, I paste a prompt, replace the `{{TOKENS}}` with my real input, and run it. A finance owner reviews before any report goes to the board.
Walk me through this one step at a time. Wait for me to confirm each step before moving on:
1. Open a browser and go to `claude.ai`, or open the Claude desktop app. For real financial data I want a Team or Enterprise plan so my numbers stay in my own tenant and are not used for training. Tell me how to confirm that setting. If I prefer to work in Excel, tell me how to enable the Claude add-in from the Excel ribbon instead.
2. In the left sidebar, click "Projects", then "Create Project". Name it "Finance Reporting" or the entity name.
3. In Project Knowledge, add the data the prompts will work from (the source I pick in prompt 01): my trial balance, GL export, or prior board packs as CSV or PDF. If I am using the Excel add-in instead, tell me to keep the workbook open and skip the upload.
4. In the Project's Custom Instructions box, paste this: "You are a finance reporting team supervised by a finance owner. Every figure must tie to a source document or my input. Never invent a number. Flag every report for human review before it is issued."
5. Open a new chat inside the Project. Copy prompt 01 (the reporting router) from the vault on this page. Paste it. Answer its questions (entity + basis, which report first, where my data lives, context). This configures every later prompt.
6. Run prompt 02 (3-statement model) or 05 (board P&L pack) and rebuild ONE report I already trust, so I can reconcile the output line-for-line against the version I know is right. Replace each `{{TOKEN}}` with my real input.
7. Read the output. Confirm it followed the `<output_format>`, tied every figure to a source, did not invent anything, and flagged everything per the `<review_gate>`.
8. Before any pack goes to the board, run bonus prompt B4 (source-tie auditor). A single untied figure blocks the pack.
Rules for walking me through this:
- One step at a time. Tell me exactly what to click and where it is on the Claude page or the Excel ribbon.
- Define jargon once: Project, Project Knowledge, Custom Instructions, add-in, ribbon, `<review_gate>`, `{{TOKEN}}`.
- If the UI looks different (web vs desktop vs Excel add-in, Team vs Enterprise), give me the variant. Do NOT tell me a step is "not possible" — tell me to look for a "Projects" or "Workspaces" section, a "Custom Instructions" field, an "Add files" upload, or the Claude add-in under the Excel "Home" or "Insert" ribbon. If none exist, fall back to pasting the trial balance straight into a chat.
- Never tell me to install anything via Terminal. The whole bundle runs from a browser tab, the desktop app, or Excel.
- Anti-pattern call-outs: if I say "my IT blocked claude.ai", tell me about the Team/Enterprise plan with SSO or the desktop app. If I say "I do not have a paid plan", tell me the free plan tests the first prompt but real financial work needs the firm tenant. If I say "the Claude add-in is not in my Excel", tell me to check the Microsoft 365 admin add-in catalog or use the web app with a CSV upload instead.
First message: ask me only "Are you working in claude.ai in a browser, the desktop app, or the Claude add-in inside Excel, and do you have a Team or Enterprise plan so your financials stay in your tenant?" Then start with step 1.
When prompts 01 and 02 (or 05) run cleanly and reconcile to a report I trust, switch into "DM mode" and ask me which report eats the most of my team's month so I can help wire that one live.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.
The code is public and free. The setup instruction above installs and wires it for you. You never need to open this link.
Browser-based. No signup. Drop in your numbers and see the trade in real time. Opens in a new tab so the prompts stay where you left them.
Finance teams pay for Power BI and Tableau seats plus a dedicated BI hire to produce board packs and 3-statement models. This pack does it as 12 prompts your team runs on its own data, for the price of a Claude seat.
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 deliver a deployed reporting workspace: your data source wired in, the monthly board pack automated, variance commentary on a schedule, an audit trail of inputs and assumptions, and a parity check against your trusted version before any seat is cancelled. You drop the BI stack without risking the board's trust in the numbers.
Book a build call →Outputs are a first pass; a qualified finance owner reviews and signs off before any report is issued. Keep financial data in your own Claude tenant. This is not accounting or audit 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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Finance reporting without Power BI is a finance and data build in the consultance.ai AI Build Library. Finance teams run 12 Claude prompts on their own data to build board P&L packs, 3-statement models, variance commentary, and cash forecasts, no Power BI, Tableau, or BI hire. It fits founders, finance directors, and CFOs at $5M-$500M companies paying for Power BI / Tableau seats plus a dedicated BI or reporting hire. Setup difficulty is Medium, with 5 plain-English steps.
Finance teams run 12 Claude prompts on their own data to build board P&L packs, 3-statement models, variance commentary, and cash forecasts, no Power BI, Tableau, or BI hire.
It fits founders, finance directors, and CFOs at $5M-$500M companies paying for Power BI / Tableau seats plus a dedicated BI or reporting hire.
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 deliver a deployed reporting workspace: your data source wired in, the monthly board pack automated, variance commentary on a schedule, an audit trail of inputs and assumptions, and a parity check against your trusted version before any seat is cancelled.
Outputs are a first pass; a qualified finance owner reviews and signs off before any report is issued. Keep financial data in your own Claude tenant. This is not accounting or audit advice.
Finance reporting without Power BI 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.