• views: 193
• date: 8 September 2026
• posted by: voska89

Classify any finance task as assistant-, Skill- or agent-suited, and know which to reach for
Write analytical prompts with a named source of truth and an output schema that makes results comparable month to month
Catch fabricated figures and silent arithmetic errors before they reach a report
Assemble a grounded Claude Project from filings, a chart of accounts and a definitions file
Produce variance packs and board narratives where every number traces to its source
Package a recurring finance routine as a reusable Agent Skill your colleagues can run
Build driver-based forecasts and measure them with MAPE and bias
Build a DCF with an assumption log that survives challenge from a board
Specify guardrails, approval gates and audit trails for agentic finance workflows
Answer the five questions internal audit will actually ask you

Requirements

No AI background and no coding required
Working familiarity with a P&L, a budget and a spreadsheet
A free Claude account is enough for most of the course
Sections 5-6 reference Claude for Excel (paid Claude plan + Microsoft 365 desktop) - a chat-window fallback is given throughout

Description

This course contains the use of artificial intelligence.Most finance teams already tried an AI tool. They got back a beautifully written answer with a wrong number buried in it, somebody senior spotted it, and the whole thing quietly went back in the drawer.That is the right instinct and the wrong conclusion. The problem was never the writing. The problem was that nobody had a method for checking it.This course is that method — the grounding, the verification and the paper trail that let you put your name on the output. Get that right and the speed follows on its own. Skip it, and the speed is worthless, because you cannot sign your name to anything.What makes this course differentNumber integrity is a subject, not a disclaimer. Fabrication, silent arithmetic and definitional drift are taught as first-class hazards with named mitigations. Every lecture that produces a number ends on the tie-out step.The whole surface area, not just the chat box. Projects, Agent Skills, connectors and MCP, Cowork, Claude Code, and the ten published finance agent templates — because recurring-task automation lives in those surfaces, not in a chat window.A control-and-audit spine. Segregation of duties when the preparer is a machine, SOX-relevant boundaries in the close, and exactly what internal audit will open with.What you will buildYou follow one company — Vantera Health, a listed medical devices business with a 64-person finance function, an eight-day close it needs to get to three, an acquisition closing mid-year and an activist investor asking about segment margin. Every technique is applied against one consistent set of facts.Across six hands-on labs you produce a reusable analytical prompt with a verification pass; a grounded Claude Project; a complete month-end variance pack where every figure traces to a source cell; a reusable close Skill run twice to prove it repeats; a valuation with a full assumption log, three scenarios and the covenant cliff; and a reconciliation agent with a human approval gate, tested by trying to break it.

Requirements

No AI background and no coding. A free Claude account is enough to follow most of the course. Sections 5 and 6 reference Claude for Excel, which needs a paid Claude plan and Microsoft 365 on desktop — a chat-window fallback path is given for every Excel-dependent workflow, so you can complete the course without either.
FP&A analysts, managers and finance business partners,Controllers and finance managers,Equity research and investment analysts, and corporate development teams,Internal audit and finance systems owners,CFOs of smaller companies doing the work themselves,Anyone who has been asked "how did you get this number?" and did not have a good answer

Homepage

https://www.udemy.com/course/claude-for-finance-analyze-automate-and-model-faster/

   
   
   

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