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Claude for Finance & FP&A

Real models, built and audited in Excel

Book a scoping call →View syllabus
Who it's for
  • Finance, FP&A, Controllership, and Treasury teams
  • Corporate finance functions running Excel-heavy modeling and reporting
  • Also valuable for RevOps/Sales Ops partnering with Finance on forecasting
Best fit: Teams of 6–15
Format & duration

1-day intensive (recommended) or 2-day with a model-build sprint. On-site or hybrid, in English, Spanish, or Portuguese.

2-day extension adds

A half-day sprint building one real model (DCF or budget) end to end for your business, plus a session on connecting Claude to your existing data sources or ERP exports.

Pairs well with Claude for Revenue Teams →
// LEARNING OUTCOMES

What your team walks out able to do.

01

Build and audit financial models in Claude for Excel: DCFs, budgets, sensitivity and scenario tables, with cell-level citations

02

Get instant formula explanations and trace errors to source without breaking dependencies

03

Turn raw financial statements into ratio analysis and board-ready commentary

04

Draft variance reports, budget narratives, and management memos straight from the same numbers

05

Build a repeatable month-end close checklist and reporting routine

06

Know where a human must sign off: assumptions, forward-looking commitments, anything entering external reporting

// PROGRAM SYLLABUS

One day, block by block.

Every block ends hands-on, against your own tools and real work. The closing capstone is a cross-functional build-and-present exercise — a genuine team-building session, not an icebreaker.

AM · 160 min

Where Claude actually helps finance — and where it doesn't

  • Long-context reasoning vs. spreadsheet automation: what Claude for Excel changes
  • Model review, formula explanation, and audit vs. building from scratch
  • Live demo: a DCF model built and explained live in Excel
AM · 290 min

Building and auditing models

  • Structuring assumptions, drivers, and scenario toggles Claude can safely edit
  • Formula debugging and dependency-safe editing
  • Hands-on: each participant builds or audits one real model section
AM · 390 min

From numbers to narrative

  • Turning a spreadsheet into ratio analysis and a management summary
  • Drafting variance commentary and budget narratives consistently
  • Hands-on: draft a real variance or board commentary from live numbers
PM · 190 min

Forecasting & scenario work

  • Building sensitivity tables and scenario toggles (bear/base/bull)
  • Sales & RevOps handoff: connecting pipeline data to the forecast
  • Hands-on: build a scenario table for a real forecast
PM · 260 min

Month-end routine & governance

  • Building a repeatable month-end close checklist
  • Where a human must verify: assumptions, external commitments, board-facing numbers
  • Data handling: what financial data should and shouldn't go into Claude
PM · 360 min

Team build & demo day (capstone)

  • Teams build one real model or reporting routine live
  • Each team presents their model and the hours it saves each month
  • Wrap-up: 30-day adoption plan and a named model owner
// HOW WE TEACH
  • 80% hands-on, 20% concept

    Every block ends with participants doing the workflow on their own real work, not a canned demo file.

  • Built on your tools

    Before the session, we scope your CRM, DMS/CLM, HRIS, CMS, ERP, or web/deploy stack and build every exercise around them.

  • Practitioner-led, not slide-led

    Delivered by someone who has configured Claude for a live business, not a certified-trainer script.

  • Skin in the game

    Every participant leaves with one real workflow submitted, not a completion certificate for watching a video.

// WHAT YOU RECEIVE
  • A tailored syllabus built around your real workflows and tools — scoped in a 30-minute call before the session
  • On-site delivery, in-person materials, and a shared workspace for exercises
  • A written 30-day adoption plan with named workflow owners
  • Attendance and completion reporting for L&D/HR/Compliance records
  • Shareable Open Badge–style certificate of completion per participant
  • 30 days of async support (Slack or email) for participants after the session
// PRICING

Flat fee per session. Not per head.

Foundation · Up to 12
€4,500 – €6,000ex. VAT
Team · Up to 25
€6,500 – €9,000ex. VAT
Team + Build Sprint · Up to 25
€9,500 – €13,000ex. VAT
All tiers →

Scope it for your team.

A 30-minute call to confirm the target team, tool stack, and format. Tailored syllabus and quote within 3 business days.

Book the scoping call →