Claude Finance Kit: 500+ Prompts, 150+ Skills, 100+ Agents
The Claude Finance Kit turns Claude from a drafting assistant into a full analyst desk: 500+ prompts, 150+ skills, 100+ agents, and 25+ workflows covering every function across the finance floor, from FP&A and treasury to deal diligence and investor reporting.
Free skills and prompts for Claude and strategy work
Templates for Claude, ChatGPT and Perplexity — from diagnostics to board-ready decks.
What's inside the Claude Finance Kit
Most finance teams use Claude for email drafts and quick summaries. The Claude Finance Kit changes that. It is a layered system of prompts, skills, agents, and workflows that covers FP&A, treasury, valuation, deal diligence, and investor reporting with the rigour a CFO can sign off on. Each layer has a distinct role.
The four layers work together. Prompts handle one-shot tasks. Skills configure Claude for a persistent analytical standard. Agents run autonomous functions. Workflows chain those elements into sequences that mirror how a finance team actually operates, from data intake to final report.
500+ Claude Finance Kit prompts across every function
The 500+ prompts in the kit are engineered for precision finance work. Each one is structured to produce output a finance team can use directly: a variance table, a board narrative paragraph, a covenant check, a valuation walkthrough. The prompts are organized by function and stage. Here are representative examples.
FP&A
Variance analysis
Rolling forecast update
Treasury
13-week cash flow
Covenant monitoring
Valuation
DCF review
Comparable company analysis
Board Reporting
CFO board commentary
KPI dashboard narrative
Each prompt is structured to produce usable output, not a starting point for rewriting. The finance team pastes in the relevant data, runs the prompt, and gets a result they can review and sign off on rather than a draft they need to rebuild.
150+ Claude skills for financial modelling and analysis
Skills are the layer that gives Claude a persistent, consistent analytical standard. Where a prompt runs once, a skill loads into Claude's project instructions and persists across every session in that project. The variance analysis skill, for example, configures Claude to always separate price, volume, and mix effects, label each line as favourable or unfavourable, and produce a bridging table alongside the narrative. Without the skill, you specify that every time. With it, you get that output standard automatically.
Variance analysis skill. Configures Claude to always separate price, volume, and mix effects in any variance, label each as favourable or unfavourable, and produce a bridging table alongside the narrative.
Rolling forecast skill. Holds the forecast structure and assumption logic in memory across a session, so Claude can update multiple lines coherently without you re-specifying the model architecture each time.
Due diligence skill. Trains Claude to read data room documents with a risk-first lens: flagging inconsistencies between representations in different documents, escalating missing information, and producing a structured issue log.
Financial model review skill. Sets Claude to check for common modelling errors: circular references, hard-coded numbers in formula cells, sign convention inconsistencies, and missing sensitivity toggles.
Board reporting skill. Configures Claude to match a specific board pack format: tone, paragraph length, the order of performance, risk, and outlook, and the level of numerical precision the board expects.
Investor letter skill. Locks Claude to the agreed LP reporting template: structure, voice, KPI definitions, and the specific framing each investor expects for performance commentary.
For a deeper look at how finance skills work in practice, the CFO guide to Claude covers 24 skills across eight finance domains with the specific system prompt architecture behind each one.
100+ agents and 25+ workflows to run the full finance desk
Prompts and skills handle individual tasks. Agents and workflows handle the sequences. The kit includes 100+ purpose-built agents, each scoped to a specific finance function, and 25+ workflows that chain those agents into end-to-end processes.
The 25+ workflows are designed around the rhythms of a finance calendar: monthly close, quarterly board pack, annual budget cycle, deal diligence, and investor reporting. Each workflow specifies the sequence of agents, the data inputs at each stage, and the review checkpoint before output leaves the finance function.
For finance teams that already use Claude for Excel-based modelling, the Claude skills for Excel modelling article covers the specific system prompt patterns that keep Claude consistent across large, multi-tab financial models.
The three finance systems inside the kit
Beyond individual tools, the kit ships three integrated systems that handle the most demanding recurring finance processes end to end.
Investor Reporting System
A structured system for building LP updates, investor letters, and quarterly performance packs. It holds the reporting template, the agreed KPI definitions, the tone guidelines, and the approval sequence in a single set of project instructions. The finance team runs the system each quarter. Claude produces a draft that matches the investor's expectations on format, precision, and narrative tone, without manual reformatting between periods.
Deal Diligence System
Covers the full diligence lifecycle: data room indexing, financial statement review, management accounts analysis, quality of earnings support, and issue log production. The system is scoped to the transaction type (acquisition, refinancing, secondary) and scales to the size of the data room. It produces a structured output at each stage: index, red flags, open questions, and draft sections for the diligence report, with the analytical depth a finance director can sign off on.
Finance Operating System
The top-level architecture that ties the kit together. A set of project instructions, agent role definitions, and workflow routing rules that configure Claude to behave as a structured finance function. It handles the handoffs: what goes to the FP&A agent, what goes to the treasury agent, when to escalate to a human, and what the output standard is at each stage. Once configured, every interaction with Claude follows the same analytical standard across FP&A, treasury, valuation, and reporting, with no reconfiguration needed between tasks.
Turning Claude Finance Kit output into board-ready slides
The Claude Finance Kit handles the analysis, narrative, and structured data. The presentation layer is a separate problem. Finance output from Claude is text: paragraphs, tables, bullet lists, and structured summaries. Getting that into a board-ready PowerPoint slide with the right layout, the right density, and the firm's corporate template applied is a different task.
Oria handles that layer. It is an AI add-in that lives inside PowerPoint as a Microsoft 365 task pane. You paste Claude's variance analysis as a prompt; Oria produces a KPI dashboard slide or a waterfall bridge in the firm's template, fully editable, with native PowerPoint shapes and text boxes the team can refine before the board meeting.
The two work in sequence. Claude runs the finance work at analytical depth. Oria formats it into the slide format that passes a CFO or partner review. The finance team spends its time on the analysis, not on reformatting a waterfall chart at 11pm the night before the board pack is due.
Frequently asked questions
What is the Claude Finance Kit?
The Claude Finance Kit is a curated system of 500+ prompts, 150+ skills, 100+ agents, and 25+ workflows built for finance functions including FP&A, treasury, valuation, deal diligence, and investor reporting. It is designed to run Claude as a full analyst desk, not just a drafting assistant.
Which finance functions does the kit cover?
The kit covers FP&A (variance analysis, rolling forecasts, budget narratives), treasury (13-week cash flow, covenant monitoring), valuation (DCF review, comparable analysis), deal diligence (data room summaries, risk flagging), and board reporting (CFO commentary, KPI dashboards). Each function has dedicated prompts, skills, and agents.
What is a Claude skill versus a Claude prompt?
A prompt is a one-shot instruction you give Claude for a specific task. A skill is a reusable system prompt or project instruction that persists across a session, so Claude maintains a consistent analytical persona and output standard without you re-specifying it each time. Skills are loaded once; prompts are run per task.
What is the Claude finance operating system?
The finance operating system is the top-level architecture that ties the kit together: a set of project instructions, agent role definitions, and workflow routing rules that configure Claude to behave as a structured finance function. It handles handoffs between agents and maintains a consistent output standard across FP&A, treasury, valuation, and reporting.
How does Oria connect to the Claude Finance Kit?
The Claude Finance Kit handles the analysis, narrative, and structured data. Oria handles the presentation layer: converting Claude outputs into board-ready, fully editable PowerPoint slides inside Microsoft PowerPoint. The two work in sequence. Claude runs the analysis; Oria formats it into a slide the CFO can sign off on.