I Built a Complete AI Finance Team With Claude (Full Tutorial)

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In this video, I show how I built a complete AI finance team inside Claude that operates like a real finance department, taking a business decision from raw company data all the way to a board-ready recommendation without manual coordination. Instead of using Claude for isolated tasks, this workflow creates specialized finance workers that collaborate through structured handoffs, with a Finance Analyst evaluating business performance, an FP&A Strategy Partner modeling expansion scenarios, and a CFO Advisor turning the analysis into an executive decision. Using a restaurant chain expansion case study, I demonstrate how to build reusable finance roles that work together to answer whether a company should open ten new locations and how each worker contributes to the final recommendation.

I also walk through how to structure a finance team project inside Claude, build specialized worker skills with defined responsibilities, create orchestration logic that manages file discovery and workflow execution, and automate the handoffs between analysis, forecasting, and executive decision-making. Throughout the tutorial, I show how the Finance Analyst evaluates store performance and expansion readiness, how the FP&A Strategy Partner models ROI, NPV, IRR, and payback scenarios, and how the CFO Advisor challenges assumptions, weighs risks, and produces a board-level recommendation. The result is a fully automated finance workflow that transforms operational data from Airtable, Google Sheets, and Notion into a defendable investment decision that leadership teams can use with confidence.

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🎥 How to use Claude For Finance

🎥 How I Use Claude to Automate Financial Modeling

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📌 *Timestamps*
00:00 I Created an AI Finance Team in Claude
02:40 Setting up the project
04:43 Building the first worker: the Finance Analyst
08:12 Building the FP&A Strategy Partner
10:37 Building the CFO Advisor
12:24 The master instruction file
14:19 Running the team end to end
16:58 Reviewing the output

📩 *Contact*
luke@viewlink.io

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