Develop practical capabilities in AI-assisted financial analysis and modelling inside Excel.
Build the full finance workflow inside Excel, from data preparation and formulas to statement analysis, dashboards, budgets, forecasts and financial models. You finish with a model built from raw assumptions and an automated reporting workflow.
Built inside Excel with Claude in Excel
Claude generates and explains every formula, lookup and check as you build.
Clean, analysis-ready financial data. A working formula toolkit for common finance problems. Completed financial statement and performance analysis. A management dashboard. A budget, forecast and scenario model. A financial model built from raw assumptions. An automated reporting workflow, all built inside Excel with Claude's support.
| Duration | 3-level pathway, instructor-led with live demonstrations |
|---|---|
| Level | Practical, end-to-end Claude in Excel programme for finance professionals |
| Investment | Fee on request |
| Prerequisites | Paid Claude plan with Claude in Excel, laptop, working knowledge of Excel and finance |
| Toolkit | Claude in Excel |
| Facilitator | Tafirei Mashamba, PhD |
| Next intake | Ask us for the next intake. We reply by email or WhatsApp. |
Need this built for your institution instead? See AI Agents and Business Automation and Business Intelligence and Analytics.
Book your seat, or ask about training your whole team. Group bookings receive a 20% discount.