financeFinance Leaders

Claude Code for Finance

Learn to use Claude Code to automate financial analysis, modeling, and reporting workflows—no prior coding required.

A hands-on course for finance professionals who want to put AI to work in their daily workflows. Through practical examples, you'll learn to use Claude Code to build and audit financial models, automate reconciliations and variance analysis, generate reports and board materials, and query large datasets in plain English. We cover prompt patterns that produce reliable, auditable output, how to keep sensitive financial data secure, and how to integrate Claude Code into existing close, FP&A, and reporting processes. By the end, you'll be able to delegate repetitive analytical work and focus on judgment and decision-making.

No dates are scheduled right now. Leave your email and you'll be the first to know when the next class opens.

Expected outcomes

What attending is worth

What you'll walk away able to do:

Hand off the recurring finance grind — variance commentary, month-end narratives, board-deck first drafts, reconciliation checks — with prompts you'll run the next morning, not "someday." (Delegation)

Turn a messy request into a precise brief Claude can actually execute, so you get a usable financial memo or model explanation on the first pass instead of the fifth. (Description)

Know when to trust the output and when to verify it — the judgment that keeps AI out of your numbers where it doesn't belong, and puts it to work where it's safe. Non-negotiable for finance. (Discernment)

Build a repeatable review habit so anything AI-assisted that reaches a board, an auditor, or an investor holds up to scrutiny. (Diligence)

Leave with a starter Finance prompt pack — reusable workflows for the reports and analyses you already own.

You won't automate your close by Friday. You'll leave understanding where Claude earns its place in a finance workflow, with a handful of workflows already working on your real numbers — and a framework you keep long after the two hours.

Dates & registration

Upcoming classes

No dates are scheduled right now. Leave your email and we'll tell you when the next class opens.

Bring this course to your team

Run Claude Code for Finance as a private, tailored workshop for your company — same skills, applied to your real workflows.

Request a private workshop