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Curso · 7 capítulos

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.

De pagopractitioner7 capítulos135 minInglés + 6 idiomasCertificado al completar
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Lo que sabrás hacer

  • What it does that in-app assistants can't, install it, set up a working folder, and run your first plain-English command.
  • 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.

Qué incluye

  1. 1
    Excel 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.

    11 min
  2. 2
    Your First Workbook Job

    Hand it a messy xlsx, get back a clean summary, a tab of anomalies, and the audit trail, inside 20 minutes.

    20 min
  3. 3
    Reconciliations at Scale

    Bank vs. ledger, AR/AP matching, and intercompany tie-outs across dozens of files, ending with a reusable reconciliation recipe.

    22 min
  4. 4
    Close the Month on Autopilot

    The close checklist, journal prep, and tie-outs, assembled into a close binder while you review.

    22 min
  5. 5
    From 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.

    20 min
  6. 6
    What 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.

    20 min
  7. 7
    Make It Repeatable

    Save your instructions once so next month's close runs itself, your reusable finance playbook, built up chapter by chapter.

    20 min

Consigue un certificado

Completa todos los capítulos para recibir tu certificado de finalización.