Practical guides, workflows, and honest takes on using Claude across Excel models, board presentations, due diligence, and the day-to-day reality of a finance function.
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Setup, installation, model selection between Sonnet and Opus, and connecting MCP data sources like LSEG, S&P Global, and FactSet.
Six categories of finance prompts — Understand, Build, Transform, Fix & Debug, Automate, and Validate — with copy-paste examples and a 3-statement model walkthrough.
Cross-app Excel → PowerPoint workflows, 41 skills, 38 slash commands, partner plugins from LSEG and S&P Global, and end-to-end workflow examples.
Installing the capital markets plugins, web search vs. MCP connectors comparison, and three commands to test immediately on a company you know.
Eight principles that separate generic output from stakeholder-ready work — from specifying formulas to setting Cowork global instructions.
Hard limits on VBA and Power Query, behavioral issues, enterprise compliance gaps, usage limits, and a non-negotiable 7-minute review checklist.
I work in capital markets and corporate finance in the Baltics. My days are split between Excel models, board presentations, creditor calls, and the kind of cross-functional work that never fits neatly into one tool.
I started using Claude because I needed to move faster. It turned out to be useful across more of my workflow than I expected: financial models, investor decks, due diligence reviews, even drafting covenant trackers. The Excel piece was where I saw the biggest gap between what's possible and what people actually know how to do.
So I wrote it down. This guide is a practitioner's notes on Claude in Excel, written for finance professionals who want to skip the hype and see what actually works.
Pages of Practical Workflows
Sections from Setup to Limitations
Copy-Paste Slash Commands
Building DCFs, debugging formulas, creating covenant trackers, sensitivity tables. The stuff that takes hours and now doesn't have to.
Using AI to draft investor decks, board packs, and earnings materials. Cross-app workflows from spreadsheet to slide.
How AI changes the way companies raise capital, manage creditor relationships, and run a finance function at scale.
The techniques that separate generic AI output from work you'd actually send to a counterparty. Tested in production, not in a sandbox.
50+ pages covering setup, prompts, plugins, and limitations. The first in a series of practical guides on AI in finance.
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