Role-Based Programme
RB0142

Claude for Finance & Accounting

Advanced Financial Intelligence, AI Workflows & Finance Automation

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced proficiency in applying Claude across financial analysis, accounting operations, close, budgeting, forecasting, reporting, and management decision support.
  • Build reusable AI-assisted workflows for variance analysis, reconciliations, financial commentary, supporting schedules, controls, and finance documentation.
  • Apply Claude to spreadsheets, financial statements, policies, reports, emails, and external research to produce structured and evidence-backed finance intelligence.
  • Design repeatable and agentic finance workflows using Claude for Excel, Projects, Skills, Connectors, Cowork, and approved finance systems.
  • Apply appropriate human validation, reconciliation, confidentiality, segregation of duties, auditability, and approval controls to AI-assisted finance work.

Tools covered

ClaudeAdvanced Prompt EngineeringClaude for ExcelResearchFile & Document AnalysisProjectsProject KnowledgeArtifactsSkillsClaude CoworkMicrosoft 365 IntegrationConnectorsFinance Plugins & Agentic Workflows

Who should attend

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

Prerequisites & Participant Readiness

  • Familiarity with accounting, financial reporting, budgeting, forecasting, or finance operations
  • Basic understanding of financial statements, reconciliations, variances, and management reporting
  • Working knowledge of Microsoft Excel or spreadsheet-based financial analysis
  • Experience with finance reports, policies, or transactional information is beneficial
  • Prior Generative AI experience is helpful but not mandatory
  • No programming knowledge required
  • Advanced capabilities may depend on Claude plan, Microsoft 365 configuration, Connectors, Plugins, and administrator permissions
  • Completion of shorter Claude programmes is not required

TOC Modules

Concepts
  • Understanding Claude across Record → Analyse → Reconcile → Forecast → Report → Decide workflows
  • Understanding AI assistance versus authoritative ERP, ledger, and financial-reporting systems
  • Recognizing hallucinations, calculation errors, incomplete context, and financial-control risks
Practical activities
  • Mapping recurring finance and accounting activities to appropriate Claude capabilities
  • Identifying finance activities requiring mandatory accountant, controller, or management approval

Scenarios

Month-End Close to Management Reporting

ERP / Ledger Export → Claude for Excel → Reconciliation → Flux & Variance Analysis → Supporting Schedules → Claude Cowork → Management Commentary → Board / Management Pack → Controller Approval

Participants build an advanced finance workflow that converts approved accounting information into reconciled supporting analysis, variance explanations, and management-ready reporting while maintaining source traceability and controlled finance sign-off.

Forecasting & Continuous Finance Intelligence

Historical Actuals + Business Drivers → Claude for Excel → Forecast Update → Scenario Analysis → Research → External Business Signals → Cowork Workflow → Forecast Commentary → Management Decision

Participants combine financial models, business assumptions, external intelligence, and agentic workflows to support rolling forecasting and management decision-making while keeping assumptions, calculations, and consequential financial decisions under accountable human control.

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