Build a smarter ManCo budget with the flexibility of Excel and the intelligence of Claude, reading directly from your Carta data. Describe what you want to build and Claude generates it in your workbook.
Turn prior-year actuals into a working budget
Already have a budget in Carta? Claude pulls it directly into Excel from the Integrated Budgeting Engine. Starting fresh? Claude generates a baseline from your prior-year actuals and management fee structure, organized by GL account. Either way, a complete budget lands in your workbook ready to edit.
Drill into actuals and adjust your plan
Once your budget is in place, Claude can pull year-to-date actuals from Carta and compare them against your plan. Which categories are running hot? Where’s the greatest overspend? Which department spent the most? Claude answers those questions directly, analyzing journal-level details, vendor information, and Custom Reporting Tags from Carta.
Model scenarios and adjust assumptions on the fly
Planning your next fundraise, a new hire, or a lease change? Try a prompt like “I want to see how our P&L would be affected by raising a new $500 million fund and hiring five FTEs” and watch Claude build out a full scenario model in your workbook. Adjust the assumptions, explore the projections, and walk into your next GP conversation with a model that backs your recommendations.
Set up Claude for Excel and run your first prompt today
To get started, see our setup guide.
