Topic
Claude and AI tools in the finance seat
Two ways to use Claude on Excel. From chat: Claude Code or Cowork. Inside the workbook: the Claude Excel plugin. Both are great. Both have limits.
I've been doing it for a year. Not planning. Doing.
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How I Build a Financial Model with Claude
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.
AI Tools for FP&A: What Survived and What I Abandoned
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: CSV to Dashboard in 15 Minutes
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.
Claude Cowork Cheat Sheet: 10 Steps to Set It Up
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: An Honest Scorecard
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.
Claude for Excel: The CFO's Guide to Claude Integrations
Claude for Excel, connectors, plugins and skills, explained for finance pros: what works today, what's still clunky and what to set up first.
100 AI Tips for Finance Professionals
100 AI tips for finance professionals, from actual workflows, not theory: setup, prompting, forecasting, board prep and the 15-minute rule.
Claude Code for Non-Developers: Built With Zero Coding
Claude Code for non-developers: a daily planner, a meeting notes analyzer, competitor research and two coaches, all built with zero coding.
Claude Code for Finance: Stop Using AI in the Browser
Claude Code for finance in a 20-minute setup: files on your machine, a CLAUDE.md that remembers you, and a fresh eyes trick. Free guide for CFOs.