The Finance Leader's Guide to Claude + Excel
Your finance team is spending hours on work Claude can do in minutes. Here's how to fix that.
Claude in Excel is here.
Claude is now inside Excel and finance teams are using it to cut hours off close, generate audit-ready outputs, and never write a JE narrative from scratch again. This guide shows you exactly how, with real prompts you can copy and use today.
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.