I Turned Claude Into My Accountant. Here’s Everything It Did.
I turned Claude into my accountant. It coded every transaction, caught $115K in problems, and booked the month-end entries. Here’s exactly how the close ran, step by step.
AI Finance Workflows
Finance runs on processes, so this category is organised the way your month runs. Close, reconciliation, forecasting, variance, reporting, AP, and the FP&A templates sitting underneath them, each with the AI step called out. The biggest category on the site, and the one I would read first.
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How to Build a 13-Week Cash Flow Forecast With AI
Learn how to use Claude Cowork to build a 13-week cash flow forecast from your actual bank and P&L data.
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5 Ways To Use AI Cash Flow Forecasting
I’ll walk through five practical ways you can apply AI cash flow forecasting, from advanced predictive models to Excel Agent Mode.
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The Ultimate Guide To Power Query Data Cleaning
Read this step-by-step guide on power query data cleaning and start getting your spreadsheets to clean themselves.
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The Easiest Way To Automate A Month-End Report
I’ll walk you through exactly how to automate a month-end report from start to finish with tools you already have on your computer.
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11 Secret Power Query Functions You Need To Know
This guide is your flashlight in the Power Query cave. I’m going to walk you through the secret functions, how they work, and how I’ve used them in real finance workflows from month-end reporting to dirty CSV cleanup missions.
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The Easy Guide To Automating Expense Management
A few years back, I found myself on a Sunday night buried in a pile of wrinkled receipts, trying to figure out if the $18 Uber from the airport was personal or billable. My inbox had expense reports labeled “Final_Final_V2.xlsx” and my calendar had a 9 AM meeting with the CFO who wanted last month’s T&E variance breakdown. Meanwhile, I hadn’t even submitted my own expenses for three months. Sound familiar? Expense management is one of those finance back-office tasks that should be easy… but somehow turns into a dumpster fire of lost time, blurry PDFs, and awkward Slack messages asking, “Hey, what was this $327 charge for?” It’s painful. It’s slow. And worst of all—it’s usually manual. The traditional manual process is filled with…
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8 Easy Steps To Automating Accounts Payable
Enter accounts payable automation. Fancy term, simple concept. Automating accounts payable is about ditching the paper, spreadsheets, and mind-numbing manual work for a process that’s faster, smarter, and oh-so-satisfying. Think automated invoice capture, streamlined approval workflows, and payments that practically run themselves.
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5 Easy Steps To Building A Waterfall Forecast
A waterfall forecast breaks down the cumulative effect of increases and decreases, whether we’re talking about revenue, expenses, or any key metric in your financial kingdom. It’s your go-to tool when you need to analyze what’s driving changes in performance. Was it a spike in operating costs? An unexpected boost in sales? This chart lays it all out, step by step, making complex shifts easy to see and even easier to explain.
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AI Hacks That Are Redefining Finance Communication
AI tools aren’t just for automating spreadsheets anymore. They can be your right-hand assistant, helping you nail your communication style.
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