How I Use Claude to Automate Financial Dashboards

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In this video, I show how to use Claude to automate financial reporting dashboards by removing the manual work that happens every time new data arrives. Instead of rebuilding dashboards or fixing messy ERP exports each month, I break down how to create a system where raw data is cleaned, standardized, and appended automatically into a structured dataset. This allows your financial dashboard to stay consistent, accurate, and up to date without manual intervention.

You’ll learn how to build an automated financial reporting pipeline from messy ERP exports to a fully functional dashboard that updates over time. I walk through setting up a structured project environment, cleaning inconsistent financial data, and creating a dashboard that reads from a single reliable source. Then I show how to automate the entire process so new data flows into your system without breaking anything. The result is a scalable financial reporting system in Claude that keeps your dashboards consistent, auditable, and ready to use every month.

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https://viewlink.io/community17

💡 *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 How I Use Claude to Automate Financial Reporting Dashboards
01:09 Setting Up The Project
03:02 Cleaning The ERP Data
5:05 Building The Dashboard
07:55 Automating The Updates
09:41 The Loop

📩 *Contact*
luke@viewlink.io

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