Financial Data Pack Builder
Turns raw financial documents into a polished, standardized Excel data pack.
by anthropics · ★ 40,739 on GitHub
What it does
You give Claude source materials like deal documents, filings, or data pulled from connected tools. It extracts and organizes the financial data into a consistent, formula-based Excel workbook with proper formatting and traceable sourcing. You get an investment-committee-ready data pack suitable for due diligence or portfolio reporting.
Who it’s for
A good fit for bookkeepers, finance teams and business owners and people who work with spreadsheets and numbers.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Creates and edits spreadsheet files; may use connected financial data tools.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0