Get the Most Out of Claude
How to get the most out of Claude for Finance & Accounting teams.
Your GL is working while you sleep. Here's how to make Claude work the same way.
AI-forward finance & accounting teams are leveraging tools like Claude to accelerate their close.
In this guide, get a detailed breakdown of how finance teams are using the suite of Claude's toolkit alongside prompt examples for:
- Claude Chat
- Claude Project
- Claude Skills
- Claude Cowork
- Claude Connectors
- Claude Research
- Claude Charts
- Claude Excel
- Claude Plugins
- Claude Code
Plus some advanced hacks to pressure-test your setup. Access the guide now.
More resources
Board memo template
Streamline your board updates with this customizable template. Use it to highlight your successes, note areas for improvement, track KPIs and include discussion prompts for key topics. Ideal for CEOs and finance leaders, this template balances concise summaries and in-depth discussions, helping you save time while improving board communication.
ERP selection template
This comprehensive Excel template helps you select the right ERP for your business. It includes a full checklist with categories like reporting, invoicing, security, and more, ensuring you evaluate every critical feature. Simplify your decision-making process and choose the ERP that fits your needs with this easy-to-use tool.
Get one step closer
to zero-day close
Faster close, fewer spreadsheets, real-time data.