How to Turn a P&L into a Board-Ready Capital Allocation Deck with Claude

A guide to using Claude's visualization capabilities to transform 24 months of financial data into a storytelling board deck with capital allocation analysis. Upload your P&L, let Claude categorize business units by risk profile, and build side-by-side capital allocation paths — work that used to take a finance team weeks with a Big 4 firm, done in a single chat. Based on Wouter Born's workflow shared with 35,000+ CFOs.

Modules

1. Prepare Your Financial Data — Organize 12-24 months of P&L data for upload
2. Ask Claude the Strategic Capital Question — Frame your capital allocation question and let Claude analyze
3. Build Risk Profiles and Allocation Paths — Have Claude categorize units by risk and generate comparison scenarios
4. Generate the Board Deck with Visualizations — Turn the analysis into presentation-ready visuals and narrative