Role-Based Programme
RB0141

Claude for Finance & Accounting

Analyse, Report & Build Smarter Financial Workflows

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying Claude across financial analysis, accounting review, variance analysis, reconciliations, budgeting, forecasting, and management reporting.
  • Apply advanced prompting and context-engineering techniques to generate structured, accurate, and finance-relevant outputs.
  • Use Claude with financial statements, spreadsheets, accounting records, supporting documents, Web Search, and Research to identify trends, exceptions, risks, and decision-relevant insights.
  • Build reusable Claude Projects and workflows for recurring finance analysis, close support, reporting, research, and documentation activities.
  • Apply confidentiality, calculation validation, source verification, segregation of duties, governance, and human approval across AI-assisted finance workflows.

Tools covered

ClaudeGenerative AIAdvanced Prompt EngineeringExtended ThinkingClaude ResearchWeb SearchFile AnalysisProjectsArtifacts & Google Workspace Connectors

Who should attend

  • Finance Managers
  • Financial Analysts
  • Accountants
  • Management Accountants
  • FP&A Professionals
  • Corporate Finance Professionals
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • General Ledger Professionals
  • Financial Reporting Professionals
  • Budgeting & Forecasting Professionals
  • Finance Operations Professionals
  • Finance Business Partners
  • Controllers & Controllership Professionals

Prerequisites & Participant Readiness

  • Basic familiarity with finance and accounting activities
  • Understanding of financial statements, budgets, transactions, or management reports
  • Working knowledge of spreadsheets is helpful
  • Basic document and financial-data handling skills
  • Basic understanding of Generative AI is beneficial but not mandatory
  • No programming knowledge required
  • Completion of a shorter Claude programme is not required

TOC Modules

Concepts
  • Understanding Claude capabilities across financial analysis, accounting documentation, research, and reporting
  • Identifying finance activities suitable for AI assistance and activities requiring professional judgement
  • Understanding hallucinations, calculation errors, incomplete context, and outdated information
  • Understanding confidentiality and appropriate handling of commercially sensitive financial data
Practical activities
  • Mapping recurring finance activities to suitable Claude-assisted workflows

Scenarios

Monthly Financial Performance Review

Financial Statements → Claude File Analysis → Actual vs Budget Review → Material Variances → Driver Validation → Management Commentary → Executive Finance Summary

Participants use Claude to analyse monthly financial information, identify material movements, structure investigation questions, develop evidence-based commentary, and prepare a concise management report while maintaining finance validation.

Reconciliation & Financial Exception Management

Accounting Records → Dataset Comparison → Matching → Exceptions → Claude Analysis → Investigation Questions → Resolution Actions → Reviewer Approval

Participants use Claude to support a structured reconciliation exercise, identify unmatched and unusual records, organise exceptions by priority, and prepare resolution documentation without replacing established financial controls.

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