The Claude Finance Playbook.

The Claude Finance Playbook

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Companies pay me $10,000+ for workshops where I teach AI for Finance. These two resources are the exact playbook and cheat sheet I wish every finance team had from day one.

🎁 + Bonus: AI in Finance masterclass invite sent right after you download.

 

📘 Claude Finance Playbook

  • Use Claude in Excel to build financial models faster
  • Use Claude Voice Mode for finance work from your phone
  • Create an interactive scenario planner for faster decisions
  • Security, compliance, and quality control for finance teams
  • Step-by-step prompts you can copy and use today

 

📋 100 Claude Tips (Cheat Sheet)

  • 25 Claude in Excel tips — formulas, variance analysis, scenario modeling
  • 25 Claude Cowork tips — batch automation, research, file management
  • 25 Dashboard tips — KPI scorecards, board-ready P&Ls, interactive dashboards
  • 25 best practices — CSI+FBI prompting, extended thinking, web search

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