Excel with Claude Code for Finance

practitioner

en

• - 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.

• Url: https://aiacademy.anthropos.work/chapters/excel-claude-code-finance-intro/ · Excel with Claude Code for Finance: Start Here · Position: 1 · What it does that in-app assistants can't, install it, set up a working folder, and run your first plain-English command.
• Url: https://aiacademy.anthropos.work/chapters/excel-claude-code-first-workbook-job/ · Your First Workbook Job · Position: 2 · Hand it a messy xlsx, get back a clean summary, a tab of anomalies, and the audit trail, inside 20 minutes.
• Url: https://aiacademy.anthropos.work/chapters/excel-claude-code-reconciliations/ · Reconciliations at Scale · Position: 3 · Bank vs. ledger, AR/AP matching, and intercompany tie-outs across dozens of files, ending with a reusable reconciliation recipe.
• Url: https://aiacademy.anthropos.work/chapters/excel-claude-code-close-autopilot/ · Close the Month on Autopilot · Position: 4 · The close checklist, journal prep, and tie-outs, assembled into a close binder while you review.
• Url: https://aiacademy.anthropos.work/chapters/excel-claude-code-board-pack/ · From Workbook to Board Pack · Position: 5 · Excel to charts to a branded PDF or PPT with commentary in one command, ending with your own board-pack script.
• Url: https://aiacademy.anthropos.work/chapters/excel-claude-code-data-safety/ · What Data Can It See? Finance Safety Rules · Position: 6 · What's safe to share, anonymizing sample files, and keeping the audit trail, plus the email that gets IT to approve the install.
• Url: https://aiacademy.anthropos.work/chapters/excel-claude-code-playbook/ · Make It Repeatable · Position: 7 · Save your instructions once so next month's close runs itself, your reusable finance playbook, built up chapter by chapter.

Course Mode: online · Course Workload: PT135M · Mode: online