How to build a full FP&A scenario analysis with Claude
We gave Claude 24 months of real SaaS data. Here’s everything Claude built.
Every FP&A manager has lost a week to scenario analysis.
The CEO walks in and asks what happens if revenue drops 20%. You say you’ll model it. Then you spend three days rebuilding tabs, fixing broken links between sheets, and chasing down assumptions from business partners who take 48 hours to respond to a Slack message.
By the time you deliver the analysis, the conversation has moved on. The decision already got made in a hallway. Your beautiful scenario model lands in someone’s inbox, gets a thumbs-up emoji, and never gets opened again.
Claude is changing FP&A.
And this newsletter exists to show you how.
We took 24 months of real SaaS operating data and uploaded it to Claude. Then we spent the last hour asking it the exact questions your CFO asks you, the ones that normally send you back to the spreadsheet for a week.
What happens if churn doubles?
What happens if we lose our biggest customers overnight?
Whether we can afford three new hires or if that destroys us in a downturn.
What came back was a full scenario dashboard with interactive charts, a churn stress test built on proper cohort math, a black swan simulation with a recovery playbook, a headcount decision model with a specific hiring trigger, and board-ready EBITDA guidance with leverage capacity across every scenario.
All of it came from one conversation, without a single VBA macro, without a circular reference, and without anyone staring at a broken consolidation tab at 11pm on a Sunday.
Here’s how to use Claude to build the same thing with your data.
Let’s dive in.