Claude AI for Finance

Analyze Financial Data, Automate Recurring Tasks and Support Decision Modeling.
What you'll learn
✓ Understand Claude AI basics for finance, key use cases, and ethical guardrails.
✓ Build data pipelines: OCR receipts, classify GL codes, detect anomalies.
✓ Automate reports: draft KPI decks and cash-flow narratives from raw data.
✓ Forecast simply: create 12-month cash plans and scenario what-ifs.
✓ Optimize spend and working capital using AI-driven insights.
✓ Communicate results with fan charts, waterfalls, and stakeholder-ready stories.
Requirements
● No previous experience is necessary.
Description
Welcome to Claude AI for Finance.
Want to use AI as a practical co-pilot to automate workflows, improve forecasts, and support better decisions-without becoming a data scientist? This course is built for finance professionals who want results fast.
You'll learn how to turn everyday finance inputs into clean, usable outputs: invoices and receipts that extract themselves, PDFs that become structured Excel logs, and month-end narratives drafted in seconds. Then we'll take it further with forecasting that "explains itself": rolling 12-month cash views, best/base/worst scenarios, and simple what-if sliders to test pricing, volume, FX, and inflation assumptions.
Everything stays safe and audit-ready. You'll apply privacy-first practices, clear controls, and evidence trails-so your work is transparent, reviewable, and never a "black box."
By the end, you'll be able to
• Automate document processing and recurring reporting workflows
• Generate CFO-ready commentary, KPI summaries, and executive updates
• Build rolling forecasts with variance alerts when reality drifts from plan
• Spot working-capital opportunities and improve budgeting decisions
• Communicate insights with stakeholder-ready visuals and clear narratives
Low/no-code tools, short labs, and reusable templates will help you ship value quickly.
If you're ready to trade busywork for impact, hit Start-and put Claude to work for your finance team today.
Who this course is for
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