How to Build a Monthly FP&A Planning System in Claude

A step-by-step guide to replacing the monthly FP&A grind with a repeatable Claude workflow. Covers setting up a Claude Project as your persistent FP&A workspace, loading a real planning model with actuals, spotting anomalies, updating forecasts, running scenario analysis, and saving the workflow so next month takes half the time. Based on Wouter Born's SaaS planning system — no code or API skills needed.

Modules

1. Set Up Your Claude Project as an FP&A Workspace — Create a persistent Claude Project that serves as your monthly planning hub
2. Load Your Planning Model and Actuals — Upload your financial data so Claude has full context
3. Spot Anomalies and Update Your Forecast — Let Claude identify variances and refresh your reforecast
4. Run Scenarios and Sensitivity Analysis — Stress-test assumptions and compare multiple scenarios
5. Save and Repeat Next Month — Make the workflow repeatable so each month gets faster