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COREv1.0.0·MIT · FORKABLE

Budget Planning.

artifi-core-budget-planning

Four-mode budget planning system

A full-cycle budget planning system with four distinct modes: build from scratch with growth assumptions, copy forward from prior year with adjustments, mid-year forecast blending actuals with projections, and specialized modes for employee cost budgeting (with burden rates) and project budgeting. Every budget goes through 7 mandatory validation checkpoints before submission, including sanity checks on revenue-to-expense ratios and single-line concentration limits.

↗ View on GitHubClone the repo
Employee cost budgeting with burden ratesProject-based budgeting with milestonesSeasonal adjustment patterns7 mandatory validation checkpoints
COMMANDS · 4

Slash commands, shipped.

Each command is a guided procedure Claude follows step by step — with your review at every decision point.

/create-budget
Build a new budget from scratch or template

Build a new budget from scratch, copy forward from prior year, or use a template. Supports monthly/quarterly/annual granularity. Guides through: entity selection, scenario type (budget/forecast/stretch), method choice, growth assumptions, preview table, and submission.

/forecast-budget
Generate forecast from historical actuals

Create a mid-year forecast by blending YTD actuals with projected amounts for remaining months. Shows YTD actual vs budget comparison, offers forecast method choice (run rate, trend, seasonal, manual override), and calculates full-year forecast.

/preview-budget
Preview budget before submission

Calculate and preview budget amounts without submitting. Useful for what-if scenarios. Shows preview table by account and period, total revenue vs expense, and net margin. Supports employee and project budget previews.

/review-variance
Budget vs actual variance analysis

Analyze budget vs actual variances with drill-down, interpretation guidance, and corrective action recommendations. Classifies variance type (timing, volume, price, mix, one-time) and highlights top unfavorable variances.

HOW IT BEHAVES

One run, step by step.

The plugin prepares, validates, and previews. You confirm. Only then does anything reach the ledger — through the same governed gateway everything else uses.

Build from Scratch
Discover chart of accounts — fetch active accounts grouped by type
Fetch prior year actuals as baseline reference
Determine growth assumptions: rates, seasonal patterns, step changes
Calculate monthly amounts and show preview table by account and period
User reviews and explicitly confirms before submission
Create budget version and bulk submit all lines
Optionally tag lines by department, project, or employee
Mid-Year Forecast
Load the approved budget for the current year
Load YTD actuals for completed months
Show YTD comparison: Budget vs Actual with variance %
Choose forecast method: Run Rate, Budget + Trend, Seasonal Adjusted, or Manual Override
Replace past months with actuals, project remaining months
User confirms full forecast vs original budget comparison
Submit forecast version with all lines (actuals + projections)
Employee Cost Budget
Fetch active employees with compensation and tax settings
Calculate fully loaded cost per employee (salary + social tax + unemployment + benefits)
Add headcount plans: planned hires and terminations with pro-rated partial months
Preview monthly breakdown per department and employee
Submit with employee and department dimension tags
VALIDATION GATE · 7 CHECKS

Every run
must pass.

If any checkpoint fails, the workflow stops and reports the issue. Nothing posts to the ledger until every check passes — the same dry-run-first discipline as the rest of the platform.

Legal entity has an active chart of accounts
Prior year data available for copy-forward and forecast modes
All account numbers in budget exist in the effective accounts view
No single line exceeds 50% of total unless explicitly confirmed
Revenue vs expense ratio sanity check (expenses within 120% of revenue)
User explicitly reviews and confirms preview before submission
Submission succeeds without validation errors
REFERENCE DATA · 6 FILES

Knowledge you can read and edit.

Formulas, templates, and regulatory rules live in plain files — not hardcoded values. Swap them for your firm’s policies when you fork.

budget-building-methods.md

Global growth rate, per-account rates, seasonal patterns, and step change calculation methods

forecasting-methods.md

Run Rate, Budget + Trend, Seasonal Adjusted, and Manual Override formulas

employee-cost-planning.md

Burden rate calculations (social tax, unemployment, benefits) and pro-rating for partial months

project-budgeting.md

Cost structure templates and per-project profitability calculations

variance-interpretation.md

Variance type classification (timing, volume, price, mix, one-time) and corrective action guidance

submission-format.md

JSON payload structure for budget version and budget line submissions

MIT · BUILT FOR ARTIFI · OPEN FOR EVERYONE

Run it here.
Or take it with you.

Out of the box it works with the Artifi ledger: Claude fetches your data, runs the procedure, validates the result, and submits through the governed gateway via MCP.

Or fork it. Skills, commands, validation logic, and reference data are all MIT-licensed. Swap the MCP tool calls for your own backend, or use the reference files as standalone Claude project resources.

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