AI Toolkit for the Finance Business Partner
A practical AI prompt library and workflow reference for finance business partners embedded with commercial or operational teams. 15 ready-to-use Claude prompts across performance narrative, pipeline bridges, new product modelling, budget challenge, KPI design, cost-benefit, pricing, productivity, customer profitability, NPV/IRR explainers, and change communication.
What's inside
- 15 ready-to-use Claude prompts across performance narrative, BU reviews, pipeline bridges, new product modelling, budget challenge, KPI design, cost-benefit, pricing, productivity, customer profitability, make-vs-buy, NPV/IRR explainers, post-investment review, and change communication
- A CLAUDE.md system prompt that calibrates Claude for the FBP role
- Non-finance audience translation discipline baked into every prompt — when to switch register, when to escalate to CFO
- 4-point business-partnering control framework — material decisions escalate to CFO; no customer data in consumer AI
Who it's for
Finance business partners, commercial finance leads, and embedded finance managers working with sales, operations, marketing, or product teams. Particularly useful if you want a structured workflow for AI-assisted analysis that doesn't lose technical precision in translation.