Role-Based Programme
RB0139

Claude for Finance & Accounting

AI Skills for Smarter Financial Work

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Claude can support everyday Finance and Accounting activities without replacing professional financial judgement.
  • Explore practical prompting techniques for financial analysis, reconciliation support, reporting, documentation, and communication.
  • Apply Claude to analyse spreadsheets, financial reports, policies, transaction information, and supporting documents.
  • Experience how Claude can transform detailed financial information into structured analysis, explanations, summaries, and management-ready outputs.
  • Recognise confidentiality, accuracy, financial controls, regulatory requirements, and human-review responsibilities when using AI with financial information.

Tools covered

ClaudePromptingFile & Document AnalysisSpreadsheet AnalysisWeb SearchContent GenerationArtifacts

Who should attend

  • Finance Executives
  • Accountants
  • Financial Analysts
  • Management Accountants
  • FP&A Professionals
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • Cost Accounting Professionals
  • Finance Operations Professionals
  • Controllers
  • Treasury Professionals
  • Finance Managers
  • Accounting Managers

Prerequisites & Participant Readiness

  • Basic understanding of Finance or Accounting activities
  • Familiarity with spreadsheets, financial reports, or accounting information is helpful
  • Basic computer and document-handling skills
  • No AI or programming knowledge required
  • No previous Claude experience required

TOC Modules

Concepts
  • Understanding Claude and Generative AI from a Finance and Accounting perspective
  • Identifying suitable applications across analysis, reconciliation, reporting, documentation, and communication
  • Understanding AI assistance versus professional financial judgement and approval
  • Recognising risks involving confidential financial data, inaccurate calculations, and unsupported assumptions
Practical activities
  • Exploring Claude through common Finance and Accounting activities
  • Comparing a manual financial task with a Claude-assisted approach

Scenarios

Financial Data to Management Insight

Financial Spreadsheet → Data Review → Variance Analysis → Key Drivers → Management Summary → Follow-Up Actions

Participants use Claude to analyse sample financial information, identify significant movements and exceptions, and convert the findings into a concise management-ready summary while validating all figures and conclusions.

Reconciliation to Exception Report

Transaction Records → Data Comparison → Mismatches → Exception Classification → Investigation Notes → Reconciliation Summary

Participants use Claude to support a reconciliation activity by organising differences, identifying items requiring investigation, and preparing a structured exception summary for finance-team review.

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