Discover 100 practical ways to use Claude AI to streamline your FP&A workflows, financial modeling, and reporting.
This hands-on guide walks you through real use cases — from cohort analysis and Monte Carlo simulations to variance commentary and executive briefings with ready-to-use prompts you can copy today.
Whether you’re an FP&A analyst, finance manager, or CFO, you’ll learn how to pick the right Claude model (Opus, Sonnet, or Haiku) for each task, build interactive dashboards and mini apps without coding experience, and automate repetitive finance work that used to take hours.
What’s covered:
— When to use Opus 4.6, Sonnet 4.6, and Haiku 4.5 for finance tasks
— How to build interactive artifacts (mini apps) directly in Claude
— Claude Code vs. Claude Artifacts: which to use and when
— Live demos: cohort revenue analysis, Monte Carlo portfolio simulations
— A 6-step prompting framework designed for finance professionals
— Free interactive prompt library with all 100 use cases
Free resources (links)
→ Interactive prompt library with all 100 finance use cases
→ Claude in Excel guide for FP&A
→ Prompting framework PDF
→ Datasets:
Perfect for: CFOs, VPs of Finance, FP&A Directors, Financial Analysts, Controllers, and anyone in corporate finance looking to save time with AI.
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