Claude now automatically completes painful finance tasks without me

Claude has changed. And it can do much more than generate models.

Right now, 3,654 finance pros in my community are learning how to use new Claude features to do boring work - so they can spend more time advancing their careers.

I want to help you do the same - So on 17th September I'm running this masterclass with Ramp to show you.

• How to use Claude Cowork to carry out painful tasks (freeing your time for the good stuff)
• How to build yourself a "digital twin" that drafts your emails and writes tomorrow's agenda from one question you ask the night before
• How to use Skills for financial models or a board decks in your own template, so the 5th version looks exactly like the 1st (no re-explaining)
• The crawl-walk-run rule I use to test tasks before they start costing me money in over-used AI credits

My sessions with Ramp are always incredible. Last time we had 2,604 registrants and 1,195 live attendees.

Plus, this time, if you join us here, you will have a chance to win a free annual membership to my AI Finance Club - See you there!

I don't usually talk about numbers.

But I can't ignore this.

21,619 have received my Ultimate Claude Guide.

More than 300,000 people watched the videos I post on Claude.

Claude is still "hot", I know. But it's not only hype.

The speed Anthropic is shipping is crazy.

Each time I cover something new, there are already two more things I didn't have the time to show you yet.

So today I'm giving you the new version of my Claude Finance Playbook.

Normally a step-by-step resource like this stays inside the AI Finance Club.

But I want everybody in finance to get better with Claude, and I want you to have something concrete you can forward to your team. For free.

​Download your copy of The Claude in Finance Ultimate Playbook ​

Inside you will find

• The exact SaaS revenue model prompt (two plans, growth, churn, pricing) that builds a 24-month scenario model inside Excel with linked formulas and a chart, without you writing a single formula
• Which model to pick in the Excel add-in, and why Opus 5 beats Sonnet 5 the moment your assumptions are linked (plus the one type of build where Fable 5 is worth the extra cost)
• When to use "Ask before edits" and when to let Claude accept everything. Get this wrong on a live file and you break links you didn't know were there
• How to build the same scenario model from your phone, with only your voice, and have the file downloaded before you reach the office
• How to replace the static slide with a shareable dashboard link, so when somebody asks "what if churn goes up," you change it in front of them instead of rebuilding the deck
• The Cowork prompt that takes a folder of vendor invoices and a bank statement CSV, matches them, flags what doesn't reconcile, and gives you a documented summary you can hand to a reviewer
• Why you should treat any workbook you didn't build yourself as untrusted (prompt injection through a spreadsheet is real), plus the 5 checks to run before you save or share anything Claude touched
  ​

​Download the PDF of the Playbook for free​

The playbook is what you can do alone, this week.

On 17 September I go further, and everything happens live on my screen.

The playbook gives you the reconciliation prompt. Live, I run it on a folder of messy invoices and show you the part a PDF can't, what I do with the exceptions when things don't match.

I build the digital twin from an empty Project, in front of you, so you see exactly what goes into it and what doesn't.

I run a Skill on a real board deck, and we check together that version 5 came out clean.

Then I finish with the crawl, walk, run rule, so your credits last.

The guide is what you can do right now.

The masterclass is where I show you what's possible when you go further 👇

Spaces do fill up. So I'd reserve yours now.

Best,

Your AI Finance Expert

- Nicolas

P.S. If you try anything from the playbook this week hit reply and tell me what you built. I read every single reply.

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