Full Claude for Finance Course for Beginners (Become a PRO)

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In this video, I break down Claude for finance from Chat, Cowork, Projects, and Artifacts to Connectors, Skills, Plugins, Scheduled Tasks, Design, Code, and Managed Agents, showing what each feature is and when to use it. I walk through real finance workflows including P&L analysis, recurring FP&A reviews, live dashboards, automated reporting, executive presentations, browser automation, and autonomous finance agents. By the end, you’ll know how to choose the right Claude tool for each finance task and build a more automated finance workflow without needing to use every feature at once.

🤖 *Want AI implemented into your finance operations?*
https://viewlink.io/automation43

📩 *Contact*
luke@viewlink.io

💡 *Watch These Next*

🎥 How to use Claude For Finance

🎥 How I Use Claude to Automate Financial Modeling

🎥 How to Build Finance Dashboards with Claude

📌 *Timestamps*
00:00 FULL Claude for Finance Course for Beginners in 2026!
01:23 Plans and what you need
02:52 The claude interface
05:01 Choosing a model
06:44 Chat
07:54 Cowork
11:07 Projects
14:27 Artifacts
16:25 Plugins
19:00 Connectors
21:04 Skills
23:15 Running a connector and a skill together
26:07 Scheduled tasks
29:32 Dispatch
30:34 Claude design
33:51 Claude code
35:14 Claude in chrome and computer use
37:02 Managed agents
40:48 Personalization and settings

Luke Finance is an AI for Finance education and implementation brand operated by ViewLink.

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