Claude & Excel — Finance Automation & Workflow Reporting Made Easy

Overview

Option 1 - Finance Automation Productivity Focus: This 90-minute masterclass gives finance professionals a practical, structured approach to using Claude and Excel together for financial process automation.

You begin by understanding where Claude fits in finance workflows, how to engineer prompts for consistent automation outputs, and how to apply those prompts to real tasks including data preparation, Excel formula generation and budget versus actual analysis.
The session then moves into cash flow monitoring, financial report narrative writing and role-based output customisation, giving you a clear picture of how Claude can serve different finance functions within the same organisation.
You also cover how to control accuracy, manage the risk of AI errors and build a reusable prompt toolkit that your team can maintain, refine and apply across ongoing finance automation work.
Every technique is demonstrated using practical finance scenarios so you can see exactly how Claude supports real workflows rather than theoretical use cases.
Key Benefits:

• Understand where and how Claude adds value across financial process automation tasks
• Build reusable prompts for data prep, reporting, variance analysis and cash flow monitoring
• Leave with a practical toolkit and accuracy controls for confident ongoing AI use in finance

Option 2 - Practical AI and Excel Finance Workflow Focus: This session is designed for finance professionals who want to move beyond ad hoc AI use and build a structured, reliable approach to automating Excel-based finance tasks with Claude.
You learn how to write prompts that produce consistent automation outputs, how to apply Claude to data cleanup, budget analysis, cash flow monitoring and financial narrative writing, and how to tailor outputs for different roles across the finance function.
Practical demonstrations show how Claude handles variance commentary, report summaries, formula generation and data structuring tasks, giving you a realistic view of where automation saves time and where human review remains essential.
The session closes with a prompt toolkit-building exercise so you leave with a documented, reusable set of prompts ready to apply in your own finance environment.
Key Benefits:

• Replace scattered AI experimentation with a structured, prompt-driven automation approach
• Apply Claude to real finance tasks including reporting, analysis and data preparation in Excel
• Build and document a reusable prompt toolkit with accuracy controls built in from the start

Option 3 - Applied Finance Automation and Control Focus: This masterclass gives finance teams a grounded, practical framework for using Claude to automate Excel-based financial work without losing visibility, judgment or control over outputs.
You explore the fundamentals of prompt engineering for finance, then apply them to automation tasks including data preparation, budget versus actual reporting, cash flow risk identification and financial narrative generation.
Role-based output customisation shows how Claude can serve analysts, managers and executives with tailored summaries and insights drawn from the same underlying data.
A dedicated section on accuracy control and error prevention ensures you understand Claude’s limitations and leave with review practices that protect data integrity across every automated output.
The session finishes with a structured prompt toolkit you can take back to your team immediately.
Key Benefits:

• Automate finance reporting, analysis and data tasks using a structured prompt-driven approach
• Customise Claude outputs by role so analysts, managers and executives each get what they need
• Control accuracy and manage AI risk with practical review steps built into every workflow

Why you should Attend

• Understand exactly where Claude fits in financial process automation and where it adds the most value
• Write prompts that produce consistent, reliable outputs for real finance tasks in Excel
• Automate data preparation, cleanup and categorisation to reduce manual effort and improve accuracy
• Apply Claude to budget versus actual analysis and generate variance commentary automatically
• Use Claude to monitor cash flow data, identify risk indicators and flag areas requiring review
• Produce financial report narratives using structured prompts tied directly to your data outputs
• Tailor Claude outputs for different finance roles so each stakeholder gets relevant, usable results
• Apply accuracy controls and review practices that keep AI outputs reliable and audit-ready
• Build and document a reusable prompt toolkit your team can maintain and expand over time

Who Will Benefit

• This webinar is designed for finance professionals who use Excel regularly and want to move beyond ad hoc AI use to build a structured, reliable approach to automating financial tasks with Claude. It is suitable for attendees who want practical automation skills they can apply immediately in a real finance environment
• Accountants
• financial analysts
• finance managers
• controllers
• CFO support teams, reporting staff and any professional responsible for budget analysis, cash flow oversight or financial reporting will benefit directly from the techniques, prompt frameworks and accuracy controls demonstrated in this session
• Accountants and bookkeepers who manage recurring finance outputs and want to reduce manual effort
• Operations and shared-service finance teams with high-volume, repetitive Excel-based workflows
• Any finance professional who wants to apply Claude to real automation tasks with confidence and control

Areas Covered in the Session

• Building a Reusable Financial Automation Prompt Toolkit — creating a documented library of tested prompts for ongoing use across finance automation tasks
• Prompt Engineering Fundamentals for Automation — structuring prompts effectively so Claude produces consistent, reusable outputs for finance tasks
• Where Claude Fits in Financial Process Automation — understanding how Claude supports finance workflows and where AI-driven automation adds the most value
• Automating Data Preparation and Cleanup — using Claude to speed up data formatting, deduplication, categorisation and preparation for analysis
• Automating Excel-Based Finance Tasks — applying Claude to generate formulas, structures and logic for common Excel finance operations
• Automating Budget vs Actual Analysis — using Claude to compare budget and actual figures, identify variances and produce summary commentary
• Automating Cash Flow Monitoring and Risk Identification — setting up Claude to review cash flow data, flag risk indicators and highlight areas requiring attention
• Automating Financial Reporting and Narrative Writing — producing clear, consistent financial report narratives using Claude prompts tied to your data outputs

EXTENDED LEARNING TOPICS
In addition to the core webinar content, the following topics are included in the Learning Guide, complete with clear, easy-to-follow step-by-step instructions.
These topics will also be presented and demonstrated live during the webinar where time permits.

• Role-Based Automation Outputs — tailoring Claude outputs to the needs of different finance roles including analysts, managers and executives
• Controlling Accuracy and Preventing AI Errors — understanding Claude’s limitations and applying review practices to maintain data integrity and trust

NOTE: Topic sequence may be subject to slight variation