Claude AI in Excel for Finance
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Unclaimed ProfileMaster the intersection of artificial intelligence and financial modeling with this practical guide led by Carlos Martínez. Designed specifically for finance professionals, FP&A analysts, and accountants, 'Claude AI in Excel for Finance' demonstrates how to leverage Anthropic’s advanced language model to supercharge your spreadsheet workflows. Learn to build robust, auditable financial models and automate complex forecasting tasks using holdout testing and rigorous error metrics. The course covers critical financial tasks including automated statement analysis, ratio interpretation, and budget preparation (encompassing sales, cash, and balance sheet projections). Beyond standard modeling, you will explore advanced valuation and investment appraisal techniques, including sensitivity analysis, structured scenario planning, and Monte Carlo simulation support. Throughout the lectures, Carlos emphasizes the importance of risk management, teaching you how to systematically review AI-generated code, formulas, and assumptions for logical consistency. By the end of this course, you will have a library of reusable prompts and reference models to automate repetitive tasks, reduce spreadsheet errors, and deliver highly defensible financial insights to stakeholders.
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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…Show more
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Program Overview
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Learning format
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Price
Price may change · updated within 1–2 weeks
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What You'll Learn
- 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.
Best For
- FP&A analysts and accountants looking to automate spreadsheet modeling tasks.
- Financial professionals who want to integrate LLMs into their existing Excel workflows.
- Corporate finance practitioners tasked with building defensible forecasts and budgets.
- Investment analysts seeking to streamline scenario planning and valuation analysis.
Not For
- Absolute Excel beginners who do not have a foundational understanding of financial formulas.
- Data scientists focused on Python-based machine learning rather than Excel spreadsheet modeling.
- Users looking for a general introduction to AI without any focus on financial application.
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