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    Carlos Martínez

    Claude AI in Excel for Finance By Carlos Martínez

    Carlos Martínez

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    Claude AI · Online Course

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    Claude AI in Excel for Finance · Program

    About this program

    Claude AI in Excel for Finance

    Online Course

    Learning format

    Claude AI

    Subcategory

    English

    Course language

    $27.99 (list $9.99)

    Price

    Price may change · updated within 1–2 weeks

    Official program page

    What you'll learn in Claude AI in Excel for Finance

    • Build financial models in Excel with Claude using a structured workflow that is faster, auditable, and easier to defend.
    • Create, compare, and validate sales forecasts using holdout testing, error metrics, and evidence-based model selection.
    • Analyze financial statements with Claude, interpret key ratios, and translate the numbers into clear business insights.
    • Evaluate investment projects in Excel with Claude, including sensitivity analysis, scenario thinking, and Monte Carlo support.
    • Build an integrated master budget in Excel, including sales, cash, income statement, and budgeted balance sheet.
    • Review AI-generated models for assumptions, timing logic, consistency, and financial risks before presenting them.
    • Adapt proven reference models and reusable prompts to build financial workflows more efficiently and with less guesswork.

    What's Included in Claude AI in Excel for Finance

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