Using Claude with Excel for FP&A
Learn to automate your FP&A workflow by integrating Claude AI directly into Excel. This hands-on course teaches finance professionals to build financial models in minutes, automate data cleaning, extract information from PDFs, and create executive dashboards using plain English prompts no coding required.
Through 15 practical modules, you'll master essential skills: revenue forecasting, three-statement modelling, scenario planning, DCF valuations, and month-end close acceleration. Each lesson includes real financial examples and exercises you can apply immediately to your work.
You'll also learn critical quality assurance techniques, understand AI's limitations, and know when to use automation versus manual methods.