22 OCTOBER 2026 | HALF DAY · DARESBURY & ONLINE
Connecting Claude to Excel
Ideal for teams looking to improve efficiency in finance, reporting, and data reconciliation workflows.
6 of 12 places remaining
Threeways to take this course
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SCHEDULED DATE
22 October 2026
Join the open cohort at Sci-Tech Daresbury or online. Book and pay by card in a couple of minutes.
£795 per person
IN-HOUSE
Custom for your team
Run it at your offices or online on a date that suits you, rebuilt around your own decks, templates and reporting cycle.
20 min no charge
NOT SURE YET
Ask about this course
Talk it through with the trainer first. Pick a 20-minute slot and we will tell you honestly if it fits.
20 min no charge
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.
Where it runs
This event takes place in-person and online. In-person is at the Innovation Centre at SciTech Daresbury, Cheshire.
Next date
22 October 2026
Times
09:30 – 1:00
Format
In-person & online
Level
No AI experience needed
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
Start building your advantage today
Next open course 22 October 2026. 6 of 12 places remaining
Need something custom?
Run it at your offices or online on a date that suits you.