I don't usually share numbers.

But I can't ignore these ones.

6,356 comments on one LinkedIn post. 11,259 on the one before that.

50,000 YouTube views on my most recent Claude video. 155,000 on the one before that.

Sure, Claude is ‘hot’ right now, but it’s not just hype.

The speed that Anthropic is shipping new features is crazy.

Claude in Excel and Powerpoint, the Cowork Agent, Visuals in Chat, repeatable Skills. Every time I cover something new, there are already two more things I haven't had time to show you yet!

Which is why, today, I'm giving you the Claude Finance Playbook.

Normally this kind of step-by-step resource lives inside the AI Finance Club, but I want to help everyone get better with Claude. And provide super practical resources for you to share with your team. For free.

Download The Claude Finance Playbook 👉 here The Claude Finance Playbook.pdf [PDF — opens immediately, no email required]

​​Here's what's inside...

• The exact one-paragraph prompt that builds a complete multi-product Excel scenario model (without you manually touching a single cell)
• The model selection decision most Claude users get wrong. And why choosing the wrong one gives you output that looks correct (but isn't)
• How to build a 24-month revenue forecast on your phone, using only your voice, before you've finished your commute (and have it ready to open in Excel when you arrive)
• Why the finance professionals sharing Claude dashboards in meetings are having a completely different conversation with leadership than those still presenting static slides
• The specific prompt language that tells Claude to build inputs → calculations → outputs as separate, linked sections (without this structure, you get formulas that don't connect correctly)
• Why getting to 80% of a finished model in 3 minutes is more powerful than it sounds. Plus the 3 things only a finance professional can add to make it genuinely decision-ready.
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Download The Claude Finance Playbook here 👉 The Claude Finance Playbook.pdf [PDF — opens immediately, no email required]

Now (and this is important) this guide and next Thursday's masterclass are two completely different things.

1. The Claude Finance Playbook gives you the foundation.
2. The masterclass is where I go further.

I'm going live with three things that are not in the guide.

• Skills: Claude's ability to read and automatically analyse complex PDF contracts. Extract the key terms, risk flags, and financial implications in minutes.
• Live SaaS Revenue Forecasting in Excel: A complete build, from zero, while you watch.
• Cowork: We’ll take a folder of messy invoices, match them automatically, and have Claude flag the exceptions. The kind of task that takes a junior analyst most of a day.

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 (even just the Excel model) hit reply and tell me what you built. I read every single reply.

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