Claude skill · Built by CloudZero
Build your FY27 AI budget in Claude
A Claude skill that walks finance leaders through the FY27 AI budget line in 8 steps, on their own numbers. Plan on 60 to 90 minutes.
What you hand your CFO
8 tabs
Budget workbook
with four cases
1 page
Assumptions memo
ready to forward
1 slide
Board slide outline
with the range
Add it to Claude in 4 steps
- Download the ZIP file.
- Open Claude on web, desktop or mobile. Go to Customize, then Skills.
- Upload a skill and select the ZIP file.
- Start a chat and type: help me budget AI for FY27.
Depending on your plan, your Claude account owner may need to turn on skills access.
Planning aid, not accounting advice. Confirm classification and capitalization with your controller and auditor.
How it works
Eight steps, on your own numbers
Paste numbers, upload AP exports and cloud bills, or start with rough estimates and refine later. Claude does the arithmetic and shows its work, in one sitting or several.
01
Reset the assumptions
Hurdle rate, FY26 actuals, renewal uplifts and top vendors, tested against what changed since last year’s plan.
02
Find all the AI spend
Pulls AI lines out of AP, corporate cards, cloud bills, seats and contracts, including the shadow AI nobody tagged.
03
Classify it
Tags every line COGS or opex and flags what is possibly capitalizable under ASC 350-40, ready for controller sign-off.
04
Budget by cost behavior
Run-rate math for seats and licenses, driver math for tokens and usage, then phasing by quarter.
05
Build ranges, not one number
Base, High, Stress and Low cases, each with a trigger, a central contingency and a plan for funding the Stress gap.
06
Approve and kill by rule
Owners, tiers and kill criteria for each initiative, decided now instead of in a meeting when the money runs out.
07
Register every commitment
Tracks committed AI and compute spend like debt, with burn checks and shortfall rows that never double-count.
08
Own it continuously
Spend alerts, a weekly-to-quarterly review cadence and one AI slide for every board meeting.
FY27 planning season
Walk into budget review with a range you can defend
Bring your AP export, cloud bill or best guess, and start.
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