You spent $50,000 on FP&A software last year.
But it still runs on a spreadsheet someone built in 2019.
Your planning tool exports to Excel.
Your team edits the Excel.
Someone uploads it back into the tool.
Nobody knows which version is current.
The assumptions live in someone’s head and the audit trail lives nowhere.
You are paying enterprise prices for a spreadsheet with a login screen.
So we asked ourselves a question.
What if we could build a working FP&A system using nothing but Claude, three downloadable Skills, and a simple Excel workbook?
Not a demo or a concept.
Something you can actually run on your own Marketing OPEX data this afternoon and walk away with a versioned, assumption-documented budget.
The interesting part is not the budget itself.
It is how Claude builds it. Instead of extrapolating last year’s numbers or blindly trending forward, Claude actually reasons about each account…
is this headcount-driven, contractual, seasonal, discretionary? and asks you the planning questions a strong FP&A analyst would ask on their first day before it calculates a single number.
Read on.