Connecting Claude to Excel
Ideal for teams looking to improve efficiency in finance, reporting, and data reconciliation workflows.
Efficient and Powerful
This practical, hands-on course explores how to integrate Claude with Excel to transform the way you manage financial data, reporting, and analysis. Designed for professionals working with complex or messy datasets, the course demonstrates how AI can support financial modelling, automate repetitive spreadsheet tasks, and simplify reconciliation across multiple systems. Participants will also learn how to enhance month-end processes and create clear, compelling board-level reports using Excel’s visualisation tools.
Future-Proof Your Role
Empower yourself and your team from just from £795 per person per day.
This event takes place in-person and online. In-person is at the Innovation Centre at Sci-Tech Daresbury, Cheshire.
Course Overview
This course is designed for finance professionals, analysts, accountants, and business users who regularly work with Excel and want to enhance their productivity using AI. It is particularly valuable for those involved in financial reporting, data reconciliation, and operational efficiency improvements.
Features
- Apply Claude to financial modelling and cashflow analysis in Excel
- Automate repetitive spreadsheet tasks to save time and reduce errors
- Reconcile data across multiple systems, even with inconsistent or messy inputs
- Improve month-end processes with structured, AI-assisted workflows
- Create professional data visualisations and board-ready reports
- Gain practical, real-world techniques you can implement immediately
What will I learn
You will learn how to use Claude alongside Excel to streamline financial workflows, improve data accuracy, and produce higher-quality outputs with less manual effort. By the end of the course, you will be equipped to automate routine tasks, manage complex datasets, and deliver clear, insightful reports suitable for senior stakeholders.
Key Outcomes
- Introduction to Claude and Excel integration
- Financial modelling and cashflow analysis using Claude
- Reconciling data across systems with messy datasets
- Automating repetitive Excel tasks with AI support
- Optimising month-end procedures
- Data visualisation techniques in Excel
- Generating effective board packs and reports