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    DeskRoot FP&A Pack: five skills, five worked examples

    1

    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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    DeskRoot FP&A Pack: five skills, five worked examples

    DeskRoot FP&A Pack: five skills, five worked examples

    Example session with this skill installed

    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.

    • Read your context and instructions
    • Compiled the deskroot fp&a

    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.

    Connects securely to your tools. The creator never sees your data.

    What you get

    Write monthly variance commentary that separates timing from real movement.Turn the close numbers into a board narrative.Build an opex and headcount bridge that attributes the movement.Make forecast assumptions explicit instead of buried in a model.

    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, 74,657 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

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

      Free skills download straight away. Paid skills unlock right after purchase.

    2. 2

      Unzip into your skills folder

      Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.

    3. 3

      Ask your agent to use it

      Restart the agent if it was already running. It picks the skill up automatically - no config needed.

    Skills folder by agent

    Click the path to copy it. Create the folder if it does not exist yet.

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    Security scanned

    Verified clean 25 days ago

    • Passed all security checks, Safe to install

    Listed28 days ago
    Updated17 days ago

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