carta-budget-analysis
OfficialInstantly analyze budget pacing and variance
System Documentation
What problem does it solve?
Finance teams and accountants spend hours manually reconciling year-to-date actuals against budgeted figures, struggling to identify pacing issues, variances, and unbudgeted activity across complex P&L structures. This Skill automates the entire analysis workflow, pulling live data from Carta fund administration and producing branded, actionable variance reports directly in Excel or chat.
Core Features & Use Cases
- Pacing & Variance Analysis: Compares YTD actuals to budget across all P&L lines, flags overages, underages, and new activity, and projects full-year run rates.
- Drill-Down Investigation: Answers "why" questions for specific lines like Travel or Legal Fees by surfacing top journal entries, vendor concentration, and month-over-month drivers.
- Excel & Chat Output: Writes formatted, branded tabs with live formulas and conditional formatting to open workbooks, or delivers concise chat-only summaries for quick reviews.
Quick Start
Open your Carta budget workbook and ask the AI to compare YTD actuals against budget to see pacing and variance.
Dependency Matrix
Required Modules
None requiredComponents
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: carta-budget-analysis Download link: https://github.com/carta/plugins/archive/main.zip#carta-budget-analysis Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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