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How to Use Claude in Excel to Build Financial Models
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Learn how to use Claude in Excel to build financial models.
In this video, I show you exactly how to use Claude in Excel to build financial models that meet real FP&A standards. You’ll learn how to use Claude in Excel to construct multi-statement financial models, eliminate manual spreadsheet risk, and enforce governance from day one.
I walk through code-based model generation, then show you how to use Claude in Excel for model governance and QA, including hard-code detection, driver sheet control, reconciliation checks, and headcount proration logic. Finally, I demonstrate how to use Claude in Excel to build an executive-ready dashboard fully linked to the underlying model, with KPI cards, scenario comparisons, and visible error flags.
Timestamps:
00:00 How to Use Claude in Excel To build Financial Models
01:08 Use Case 1
05:27 Use Case 2
09:16 Use Case 3
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