1
of 5— Complete your financial spread first
What you'll accomplish
You'll learn to paste financial ratio data into Claude and get back a polished financial analysis narrative: the paragraph in your credit memo that explains what the numbers mean. What used to take 20–30 minutes of translating spreadsheet data into prose now takes 5 minutes.
What you'll need
- Claude account: {{tool:Claude.plan}} subscription ({{tool:Claude.price}}), Sign up
- Time needed: 5–10 minutes per spread
- Cost: {{tool:Claude.price}}/month
- Your completed financial spread (DSCR, ratios, trends)
How-To Guide: Turn Spread Data Into Credit Narrative with Claude
Step 1: Complete your financial spread first
This guide assumes you've already spread the financial statements and have the key ratios calculated. Claude writes the narrative; you do the math.
Key data to have ready:
- DSCR for each year (2–3 years)
- Revenue and net income trends
- Current ratio or quick ratio
- Debt-to-equity or total debt/EBITDA
- Any covenant-specific ratios
- Notable one-time items or adjustments
Tools:Claude