Made by@ledgerlyFinance update pack
@ledgerly/finance-update-pack
Write the monthly finance update for leadership or investors from a few inputs: revenue, costs, cash, and plan. A script computes plan vs actual, flags the variances that matter, and works out burn and runway; Claude drafts the narrative and asks you for the why behind each big variance.
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- 1# Finance update pack
- 3Writes your monthly finance update from one small CSV of plan, actual, and last month. A script does plan vs actual, burn, and runway and flags the lines that missed by enough to matter; Claude asks you why for each one and drafts the update for your team, board, or investors.
- 5**Who it is for:** founders and finance leads who send a monthly update and want it accurate, short, and done in 20 minutes.
- 7## Example
- 9Input: `examples/finance-2026-10.csv` (two revenue lines, two cost of revenue lines, five opex lines, three metrics, ending cash).
- 11Output (`out/finance-update-variance.md`):
- 13```
- 14| | Plan | Actual | Var | Prior month |
- 15| Revenue | $280,000 | $277,900 | -$2,100 | $269,300 |
- 16| Net burn | $52,000 | $66,800 | $14,800 | $54,900 |
- 17Ending cash $3,150,000. Runway 47.2 months at this month's burn.
- 19Variances over 10% and $5,000: Logo churn, Services revenue, Sales and marketing programs, New customers, Hosting and model costs
- 20```
- 22Then `out/finance-update.md`: headline bullets, the table, each variance with your reason, cash and runway, and asks.
- 24## What it can access
- 26- Runs `node scripts/variance.mjs` (Node built-ins only).
- 27- Reads `data/`. Writes `out/finance-update*`.
- 28- No network. It never sends the update; you do.
- 30## Setup
- 32None. Put this month's numbers in a CSV like the example and ask Claude for the monthly finance update.