Works with the AI tools you already use
DeskRoot FP&A Pack: five skills, five worked examples
by DeskRoot
Requires DeskRoot, sold separately. Five FP&A skills, each with a full worked example you can read before you rely on it.
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See it in action
You say
Sales and Marketing, Q2 versus budget. Materiality threshold $15,000, audience is the CFO. Bookings finished 14 percent above plan, a brand campaign moved from Q2 to Q3, and the outbound agency contract ended in May.
Your agent does
A variance table with dollar and percent columns and a driver classification on every line above threshold, followed by a narrative that opens: "Sales and Marketing finished Q2 essentially on budget in total, up 0.9 percent, but that number hides real movement underneath." It classifies the $35,000 commission overage as volume rather than a cost-control problem, the $32,000 advertising underspend as deferred into Q3 rather than saved, and the $19,000 contractor underspend as the planned agency wind-down. It flags the Q3 catch-up spend before anyone is surprised by it, and it leaves below-threshold lines out of the commentary while noting the ones whose percentage move is large enough to watch.
What you get
About this skill
This pack requires DeskRoot, which is a separate purchase. On its own it is ten documents with nowhere to live. DeskRoot is the workspace; these are five skills that install into its integrated skills library.
What is in it
- Variance commentary. Budget versus actual with a driver classification on every material line, and a narrative that says which swings are timing and which are real.
- Board deck narrative. Turns the numbers into the story a board actually asks about.
- Forecast assumptions. Makes the assumptions explicit and testable instead of buried in a model.
- Opex and headcount bridge. Walks period to period and attributes the movement.
- Budget versus actual summary. The recurring monthly close deliverable.
Every skill ships with a worked example
Each example is a real input paired with the real output the skill produces, on fabricated demo data. Nothing is trimmed or touched up for the page. You can read the output quality before you rely on it, which is the whole reason they are in the download rather than in the marketing.
What you actually get
Twelve markdown files, 74,527 bytes. Five skills, five worked examples, a root instruction file and a short start guide. Nothing in it can run, make a network request, or read anything outside the folder you connect.
How it installs
Drop the five skill files into your DeskRoot skills library. Your agent reads them the same way it reads everything else in the workspace, which means it applies them with your standing rules and your context already loaded. That is the difference between a skill that knows your materiality threshold and one that asks you every time.
Do not buy this if
- You do not have DeskRoot. It will not work, and a refund costs us both more than the sale is worth.
- You want software that connects to your accounting system. These are instructions your agent follows, not an integration.
- You want the numbers checked. These skills structure and explain figures you supply. They do not audit them.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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2 skills on Agensi
DeskRoot is a structured operating system for Claude. Install it once into Claude and it starts every session already knowing your work. Everything ships as plain markdown you can read before you connect anything.
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