Claude and AI Tools

After 30+ tools, what stuck: the AI tools for FP&A I use daily, the ones I abandoned, and the five questions I ask before adopting anything new.

AI dashboards for finance with Claude Code: the prompts that turn one CSV into a dashboard you'd show a CEO, plus the verification loop and a sample file.

A free Claude Cowork cheat sheet for leaders, managers and analysts: 10 steps from download to a project that picks up where you left off.

How to use AI in finance team work, after a year of doing it: six areas I tested, what stuck, what I quietly stopped doing, and where to start.

How I build a financial model with Claude: a better brief, two tools in the right order, parallel sessions, and a reviewer that checks the work.

Claude for Excel, connectors, plugins and skills, explained for finance pros: what works today, what's still clunky and what to set up first.