Your numbers on one page, in words a non-accountant would use.
A one-page financial summary for a reader who does not read accounts, built from your figures and the one thing they need to understand.
Handing someone a profit and loss and a balance sheet is accurate and unreadable. A partner, a landlord, or a new hire skims it, picks out one number, and misreads it. The word 'profit' means three different things on the same page.
Financial One-Pager starts from the reader's question and picks five or six figures that answer it. Each gets a plain-English definition and one sentence of meaning. It adds the single biggest risk and a short outlook, and tests the page against someone who has never seen accounts.
What it produces.
- →A headline sentence and a small table of five or six figures
- →A plain-words definition and a meaning line for every figure
- →One named risk and a limited outlook
- →A jargon check so every term is explained or removed
- ✦Owners briefing a partner or co-owner who is not a finance person
- ✦Managers explaining the business to a new hire or senior non-finance executive
- ✦Bookkeepers who need to give a client a version they will actually read
- →financial-one-pager.zip: a native Claude Skill. Upload to Settings → Skills in Claude, or unzip to
~/.claude/skills/ - →financial-one-pager-skill.md: plain markdown. Works in ChatGPT Custom GPTs, Gemini, Claude Projects, agent system prompts, anywhere
- →A README inside the zip with install steps for Claude, ChatGPT, and Gemini
No subscription · free updates within v1.x
Works as a Claude Skill (.zip) and as a plain .md for ChatGPT, Gemini & every LLM
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Before you buy.
How is this different from just asking Claude directly?
Asked cold, Claude summarizes the statements in accounting language with a few percentages. This fixes the reader and their question first, limits the page to the figures that answer it, defines each in everyday words, and flags where one term is being used for two different things.
How is this different from a Tool?
Playbooks are systematically produced to a fixed template and priced accordingly ($12.99). Tools are hand-built, one at a time, and go deeper ($39 to $199). A Playbook gives you a reliable method for routine work; a Tool is for when the judgment matters more than the format.
Will this work with ChatGPT, Gemini, and other LLMs?
Yes. You get a native Claude Skill (.zip) that auto-invokes in Claude, plus a plain .md you can paste into a ChatGPT Custom GPT, a Gemini system prompt, or any LLM. The procedure travels with the file.
Can I share this with my team?
It's licensed for your own personal and professional use. The output it produces is yours to circulate. To put the Playbook itself in the hands of a whole team, email hello@authority.md about team licensing.
What if it doesn't work for me?
If the file hasn't been delivered, or arrives defective or empty, we refund in full: see our refund policy.
Finance Playbooks are writing and structuring aids. They are not financial, tax, or accounting advice. Check figures, policies, and anything with legal or tax consequences with a qualified professional.