FP&A & Planning AI Tools for Claude

Claude SKILL.md templates and MCP tools for Financial Planning & Analysis: budgeting, forecasting, variance analysis, rolling forecasts, board reporting, and driver-based financial models.

7 SKILL.md templates · Free

Load any SKILL.md template into a Claude Project and it follows the workflow. Free, no code.

How to install →

SKILL.md Templates

7

Board Deck Financial Commentary Writer Budget-to-Actual Variance Analyzer Capital Expenditure & ROI Analyzer Headcount Planning Tool Rolling Forecast Builder SaaS Metrics Dashboard Analyst Scenario Planning & Sensitivity Modeler

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Finance Accounting Quant Finance Compliance & Risk Advanced Quant Crypto & DeFi AML & RegTech Commercial Banking Corporate Treasury ESG & Sustainable Finance Family Office & UHNW Insurance & Actuarial M&A & Investment Banking Private Equity & VC Real Estate Finance SMB & Startup Finance Tax & Transfer Pricing Wealth Management

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