cpd
AI Toolkit for FP&A Professionals
A practical AI prompt library and workflow reference for finance teams. 25 ready-to-use Claude prompts across variance analysis, forecasting, board reporting, business partnering, and AI workflow design.
What's inside
- 25 ready-to-use Claude prompts — variance analysis, forecasting, board reporting, business partnering, AI workflow design
- A CLAUDE.md system prompt that calibrates Claude for the FP&A role
- AI tool comparison — Claude, Copilot, ChatGPT, Vena, Anaplan, Adaptive
- 5-point control framework (ISA 540 aware) and a 30-day rollout plan
Who it's for
FP&A managers, finance business partners, financial controllers, and finance directors at corporate and mid-market businesses. Particularly useful if you're already using AI day-to-day and want a structured workflow rather than ad-hoc prompts.