Course · 7 chapters
Excel with Claude Code for Finance
The assistant that opens the whole folder, not just one sheet: type plain English and Claude Code reads, reconciles, and rebuilds dozens of workbooks for you. No coding background required.
What you'll be able to do
- Hand it a messy xlsx, get back a clean summary, a tab of anomalies, and the audit trail, inside 20 minutes.
- Bank vs. ledger, AR/AP matching, and intercompany tie-outs across dozens of files, ending with a reusable reconciliation recipe.
- The close checklist, journal prep, and tie-outs, assembled into a close binder while you review.
- Excel to charts to a branded PDF or PPT with commentary in one command, ending with your own board-pack script.
- What's safe to share, anonymizing sample files, and keeping the audit trail, plus the email that gets IT to approve the install.
- Save your instructions once so next month's close runs itself, your reusable finance playbook, built up chapter by chapter.
What's inside
- 1Excel with Claude Code for Finance: Start Here
What it does that in-app assistants can't, install it, set up a working folder, and run your first plain-English command.
- 2Your First Workbook Job
Hand it a messy xlsx, get back a clean summary, a tab of anomalies, and the audit trail, inside 20 minutes.
- 3Reconciliations at Scale
Bank vs. ledger, AR/AP matching, and intercompany tie-outs across dozens of files, ending with a reusable reconciliation recipe.
- 4Close the Month on Autopilot
The close checklist, journal prep, and tie-outs, assembled into a close binder while you review.
- 5From Workbook to Board Pack
Excel to charts to a branded PDF or PPT with commentary in one command, ending with your own board-pack script.
- 6What Data Can It See? Finance Safety Rules
What's safe to share, anonymizing sample files, and keeping the audit trail, plus the email that gets IT to approve the install.
- 7Make It Repeatable
Save your instructions once so next month's close runs itself, your reusable finance playbook, built up chapter by chapter.
Earn a certificate
Complete all chapters to receive your certificate of completion.