Agentic Toolkit

Claude Financial Planning & Analysis Toolkit

Created by ex-J.P. Morgan bankers and ex-McKinsey and Deloitte consultants, this Toolkit covers your company's full FP&A cycle, from the financial diagnostic and the strategic plan to the budget, the forecasts, the board report and the FP&A transformation.

32 AI skills, 5 agents and 128 prompts do the work in hours rather than months. A library of 100+ frameworks, tools and best practices, across 500 editable PPT slides and 70 Excel sheets, teaches you to think like a tier-1 CFO.

The Toolkit works with Claude and any other AI model.

Trusted by 200,000+ executives, consultants & entrepreneurs from small & large organizations

EY
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How it works

Three steps from a question to a finished deliverable

Step 1

Type your prompt

Describe what you need in plain language. Use one skill on its own for a single task, or run them one at a time in phase order to take your company from the financial diagnostic to the FP&A transformation. Not sure how to start? Use one of the 128 ready-to-use prompts and replace the example facts with yours. If a required fact is missing, the agent in charge will ask for it.

Step 2

AI agents run the method

Five AI agents use the skills to run the method: the FP&A Director scopes, reviews and signs off, the FP&A Consultant writes the findings, targets, capital and cost decisions, the Financial Modeler builds the financial model, the plan and the investment cases, the FP&A Analyst gathers the facts and writes the analyses, budgets, forecasts and reports, the Presentation Designer lays out every page.

Step 3

Open your deliverable

A McKinsey-style deliverable in PowerPoint or a J.P. Morgan-style model in Excel. Fully editable, saved, and ready to feed the next deliverable.

Your 6-Phase approach

Every phase comes with its AI skills, and every skill produces a finished deliverable

Tap a phase to see its skills and one of its deliverables.

Phase I · Financial performance diagnostic

Find where the company made and lost money over the last 3 to 5 years, how it compares with its peers, and which drivers and KPIs explain it.

1Financial statement analysis
2Financial benchmarking
3Profitability analysis
4Value driver tree
5Financial KPI scorecard

Your AI finance team

Five AI agents do the work of an FP&A team, without the fees

FP&A Director

Scopes every skill, reviews every deliverable against the checks, signs it off or sends it back, and delivers it with the hand-over note.

FP&A Consultant

Writes the judgment calls, from the profitability analysis and the targets to capital allocation, cost reduction, financing, the board report and the FP&A operating model.

Financial Modeler

Builds the value driver tree, the three-statement model, the long-range plan, the scenarios and the investment appraisal.

FP&A Analyst

Gathers and validates every fact, and writes the analyses, budgets, forecasts, the dashboard and the monthly reporting pack.

Presentation Designer

Designs McKinsey-style PowerPoint deliverables.

Your FP&A library

100+ frameworks, tools and best practices, across 500 editable PPT slides and 70 Excel sheets, that teach you to think like a tier-1 CFO

PowerPoint slide: the driver tree that links company value creation to its levers

Excel sheet: the three financial statement model

Excel sheet: the scenario and sensitivity analysis of the intrinsic value per share

PowerPoint slide: the 7 steps to build a three financial statements model

PowerPoint slide: the 13 building blocks of a financial model

Video training: building a project financial model in Excel

What you get

Benefits of our Agentic Toolkits

Get tier-1 consulting work without the tier-1 fees

An engagement with a McKinsey, Deloitte or BCG team costs $1M+. Our Agentic Toolkits give you the same deliverables for a fraction of that, with lifetime use.

Let agents do the work in hours rather than months

Type your prompt, and the AI agents use our skills to run our multi-phase approach and produce McKinsey-style and J.P. Morgan-style deliverables in PowerPoint and Excel.

Learn to think like a tier-1 consultant

Each Toolkit comes with a library of frameworks, tools and best practices, plus video training, that show you how the Fortune 100, the tier-1 consulting firms and the tier-1 investment banks think and work.

Get free support from tier-1 consultants

Our ex-McKinsey, Deloitte and BCG consultants answer your questions regarding the Toolkits, free of charge.

Build your organization's own capability

Your team runs the same multi-phase approach and produces the same deliverables the tier-1 consulting firms and investment banks do, project after project, without depending on outside advisors.

Become your organization's go-to person

Bring your stakeholders world-class answers to their business problems, and be the one they turn to when the next question comes up.

Verified reviews

What our clients say about our Toolkits

4.89,000+ Ratings

Elise Barho

Director at Huron Consulting Group

Invaluable resource for my consulting firm

With all these toolkits, Domont Consulting provided an invaluable resource for me and my Consulting Firm. It would have taken us more than a year to create the same Toolkits on our own!

Rich Byrnes

VP Strategy & Development at Global Technology Solutions Group

Bought your Gold access. Smartest money

I bought your Gold access a while back and I'm pretty sure it's the smartest money I've spent in my 48 years in business.

Emily Carter

Entrepreneur

A team of McKinsey style AI agents

I have been using your Toolkits for many years to run my different businesses and my favorite one is the agentic toolkit Claude business strategy toolkit, as it gave me a team of McKinsey style AI agents. Though, I'm a little bit disappointed that you do not have more agentic toolkits.

Xavier Rachida

Strategy Executive

Better profit margin

The corporate and business strategy toolkit helped us clearly define our vision, strategic objectives and the initiatives required to reach our strategic objectives. By being clear on these 3 components, we were able to make the most of our financial and human resources. The company is now way more structured and our profit margin went from 12% to 19% in 1 year.

Hilda Wallace

Business student

I'm a student from India. Can't afford it

All these materials seem great but I'm a business student located in India and can't afford it. They should have different prices for students from developing countries.

Daniel Cenza

Manager at KPMG

Great complement to our own frameworks

We currently have a dozen management consultants from singapore, Italy and the US currently using their toolkits as a great complement to our own frameworks.

Anand Bais

Senior Manager at Capgemini

World-class toolkits

Your toolkits and templates are truly world-class. I will be buying more toolkits in the next few months (as soon as business starts picking up in the ANZ region).

James Misery

Strategy Consultant

$750K+ of savings

Now that we have access to all these frameworks, Tools & Templates, we don’t have to spend as much in management consulting fees, which resulted in $750K+ of savings.

Marco Spinner

Independent Management Consultant

Truly useful! Though website not always clear

"Thank you so much for your service. I am glad I found your website! Truly useful! Though, it was not crystal clear on your website that the strategic plan template was part of the corporate & business strategy toolkit."

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