Claude AI in Excel for Finance

Carlos Martínez

Carlos Martínez is a dedicated finance professional and educator who specializes in the intersection of advanced financial modeling and artificial intelligence. With years of experience navigating complex corporate balance sheets, investment analysis, and financial planning, Carlos realized that traditional spreadsheet workflows were ripe for disruption. By integrating Anthropic's Claude AI into Microsoft Excel, he developed practical methodologies to automate data cleaning, accelerate forecasting, and generate instant financial narratives. Carlos design-builds his courses to be highly actionable, skipping theoretical jargon in favor of real-world scenarios that finance analysts face daily. His teaching philosophy centers on empowerment: he believes that AI should not replace the analyst, but rather supercharge their analytical capabilities. Through step-by-step demonstrations, structured templates, and hands-on exercises, Carlos guides his students through the process of writing effective prompts, API integrations, and prompt engineering tailored specifically for financial datasets. Whether you are an investment analyst, a corporate accountant, or a finance student, Carlos's guidance helps you reduce manual error and unlock deep analytical insights in a fraction of the traditional time.