Finance AI Guides

Hands-on guides built by practitioners. Learn how finance teams are using AI — at your own pace.

• Anonymize Technical Accounting Memos with AI — Use AI to remove sensitive client data from technical accounting memos while simultaneously reformatting them to match your firms latest branding guidelines.
• AI-Assisted Preferred Stock Analysis (US GAAP) — Feed agreements into AI acting as a US GAAP expert to extract key terms, analyze preferred stock against a structured framework, and produce an initial analysis document with flagged questions and mis
• GTM Strategy Dashboard from CRM Data — Use AI to pull deals and opportunities from your CRM (HubSpot), analyze them like a VP of Sales for a B2B consulting firm, and build a dashboard with charts, insights, and recommended actions.
• Build an Interactive Month-End Close Tracker with Google Apps Script — Build an interactive month-end close tracker in Google Sheets using Apps Script — generated entirely by Claude. Covers the prompt, setup, testing, and customization. Inspired by Veronica Bruce.
• Financial Modeling with Claude as a CFO — *Adapted from Wouter Born — [linkedin.com/in/wouterborn](https://www.linkedin.com/in/wouterborn)* A step-by-step workflow for finance leaders to go from planning model to board-ready dashboard in 20 m
• Setting Up Claude in Excel — Get Claude running in Excel in under 5 minutes.
• Brand Your Excel Workbook with Claude AI — Use Claude's Excel sidebar to instantly apply your company brand guidelines to any workbook in minutes.
• AI Tools Onboarding: Your Personal Writing Assistant — A streamlined guide for busy executives to get set up on the top four AI platforms and configure a personal writing assistant for quick, polished communication.
• Set Up the Missing Docs Tracker Skill in Claude Cowork — Build a reusable Cowork task that cross-references a client folder against your required documents checklist and drafts a polished follow-up email for anything outstanding — so nothing gets missed at
• Set Up the Depreciation Scheduler Skill in Claude Cowork — Build a reusable Cowork task that maintains your fixed asset register, calculates depreciation using straight-line or declining balance methods, and processes disposals with gain/loss — updated and ac
• Set Up the Budget vs Actuals Reporter Skill in Claude Cowork — Build a reusable Cowork task that generates a formatted budget vs actuals comparison, highlights material variances, and produces a report ready to share with leadership — every reporting cycle.
• Set Up the Workpaper Populator Skill in Claude Cowork — Build a reusable Cowork task that scans a client folder, populates your workpaper templates (income, deductions, CGT, loans), and flags review items by priority — turning hours of manual prep into min
• Set Up the Month-End Close Checklist Skill in Claude Cowork — Build a reusable Cowork task that runs your month-end close checklist step by step, tracks open items, and drafts reminder emails — so nothing slips through and close moves faster every month.
• Set Up the Invoice & Receipt Extraction Skill in Claude Cowork — Build a reusable Cowork task that processes a folder of PDFs and images, extracts structured invoice and receipt data, and outputs it ready for entry or upload — no manual keying required.
• Set Up the Bank Reconciliation Skill in Claude Cowork — Build a reusable Cowork task that matches bank transactions to invoices, flags missing or mismatched items, and outputs a clean reconciliation report — ready to run every month in minutes.
• Claude Cowork Setup — Get Claude Cowork fully configured and running your first real task — in one sitting.
• AI-Proof Your Accounting Firm's Tech Stack — Understand what makes software future-proof in an AI-agent world — and how to evaluate whether your current tools will survive the next 3 years.
• Treat AI Like Staff: Using Agentic AI Tools Effectively — Learn how to use agentic AI tools the way you'd delegate to a capable staff member — with planning, clear instructions, and proper review.
• Turn Any YouTube Video into a Viral Cheatsheet with AI — Use Claude and the Gamma connector to transform any YouTube video transcript into a polished, shareable infographic cheatsheet — in under 5 minutes, with zero design skills required.
• How to Get Your AI-Built App on the Internet — You built something with Claude or Gemini — now what? This guide walks you through two practical paths to deploying your AI-built app online: Google AI Studio for fast, hosted prototypes in under 30 m
• Speed Up Claude Cowork 4x with Voice Dictation — A 7-step guide to using Wispr Flow voice dictation with Claude Cowork to get richer outputs in less time. Learn why typing slows your AI sessions and how talking your prompts — messy, unfiltered, and
• Vibecoding: Your First Dev Environment Setup — Get your machine ready to build real web applications with AI. No coding experience required — just follow the steps and you'll have everything installed and configured by the end.
• How to Use Claude 4x Faster with Wispr Flow — Stop typing. Start talking. This guide shows anyone how to use voice-to-text with Claude to work faster and get more done in less time.
• 32 Claude Shortcut Hacks for Faster Prompts — *Adapted from Ruben Hassid (https://ruben.substack.com/)* A practical training program to master Claude prompt shortcuts and get faster, sharper, more useful AI responses every time. ---
• Claude Mastery Weekend — A 2-day structured program to go from basic Claude user to full AI-powered workflow in one weekend. ---
• Module 6: Do It All in 10 Minutes with MyAIforOne — AI Gym users only. Build your entire training portfolio — org, portfolio tracker, and all five specialist agents — in a single session using the Hub agent.
• Module 5: Using AI to Build Applications, Tools & Dashboards — Capstone module. Use AI as your builder — describe what you need in plain language and watch it create working tools, dashboards, and calculators. No coding required. Build your capstone portfolio pie
• Module 4: Using AI to Improve Manual Tasks — Use AI as your efficiency partner. Take any repetitive, manual task and make it dramatically faster — by having AI do the work, build a reusable tool, or redesign the process entirely. Apply the three
• Module 3: Using AI to Analyze, Review & Validate — Use AI as your analyst and quality checker. Review contracts, reconciliations, journal entries, and financial documents with a second set of eyes that never gets tired. Turn one-time reviews into reus
• Module 2: Using AI to Communicate — Use AI as your writing partner. Draft emails, memos, summaries, and stakeholder updates in minutes instead of hours. Learn to control tone, audience, and format — and make AI output sound like you, no
• Module 1: Using AI to Gain Knowledge & Find Information — Learn to use AI as your research partner. Master the art of having a deep, focused conversation with AI on any topic — accounting standards, regulations, concepts, or anything else you need to underst
• Module 0: Setup Your Portfolio — Foundation module. Set up your personal AI training portfolio and create your first agent — the Using AI Series Agent that will grow with you throughout the course. Establish the right mental model fo
• Set Up and Use Claude Inside Excel for Finance Work — Install Claude in Excel and immediately start using it for data cleanup, formula help, model auditing, and report generation.
• Launch an Internal AI Knowledge-Sharing Channel for Your Finance Team — Create a team-wide AI sharing loop where one person's win becomes everyone's accelerator — with real examples of what finance teams have built.
• Your First 60 Minutes with Claude for Finance — Go from never having used Claude to a fully configured, personalized AI finance assistant in one hour.
• Choose the Right AI Model for Finance Work — Know exactly which AI model to use for each type of finance task — stop guessing and start matching the tool to the job.
• Build Your First AI Agent as a Finance Professional — Go from zero to your first working AI automation — taking a repetitive weekly finance task and having AI handle it for you.
• Build a Revenue-First Budget Model for Your Consulting Firm — Stop budgeting backwards. Build an Excel model that starts with revenue by client, then backs into capacity, hiring, and economics.
• Why AI Fails Without a Finance Operating System — Understand why AI doesn't magically fix finance — and what you actually need to build before AI can deliver real value.
• The 4 Hidden KPIs Killing Your CPA Firm's Margins — Identify and fix the four "lonely growth levers" — unsexy metrics most firms ignore — that silently drain $250K-$1M+ in margin annually.
• How to Turn a P&L into a Board-Ready Capital Allocation Deck with Claude — A guide to using Claude's visualization capabilities to transform 24 months of financial data into a storytelling board deck with capital allocation analysis. Upload your P&L, let Claude categorize bu
• How to Build a Monthly FP&A Planning System in Claude — A step-by-step guide to replacing the monthly FP&A grind with a repeatable Claude workflow. Covers setting up a Claude Project as your persistent FP&A workspace, loading a real planning model with act
• The Best AI Apps for Your Accounting Firm Right Now — Know exactly which AI apps are worth your time and money today — crowd-sourced from over 1,000 accounting firms and organized by category. CPA Jason Staats breaks down what to use and what to skip.
• Take Your Accounting Firm from 20% to 35% Margin — Follow the same framework Jason Staats used to increase his $4M firm's margin from 20% to 35% in 18 months — by fixing your client list, pricing, and focus. No tech tricks — just hard business decisio
• How to AI-Proof Your Firm's Tech Stack — A practical breakdown of what makes software survive the AI agent era. Using two real accounting software examples — Aiwyn and Double — CPA Jason Staats explains the key criteria for evaluating your c
• Automate Monthly Allocations with Claude Cowork — Turn a multi-hour monthly allocation process into a few minutes using Claude Cowork — with built-in checks to ensure debits equal credits. Based on Brock Beyer's allocation workflow.
• Start Adopting AI in Your Accounting Practice — Go from "I know I should use AI" to actually using it daily — with a practical, low-risk approach any accountant can follow. Based on Brock Beyer's advice for accountants who haven't started yet.
• How to Use AI to Stress-Test Your Ideas and Strategies — You don't need an IDE, an MCP, or any complex setup. Just a chat window and a willingness to be wrong. This guide walks you through using AI's reasoning capabilities to battle-test your assumptions, s
• Two AI Power Moves Most People Overlook — Most people use AI to work faster. But the highest-leverage moves aren't about speed — they're about multiplying your team and sharpening your judgment. This guide covers two underrated AI strategies
• Why Documentation is the #1 Factor for AI Implementation Success — Finance teams racing to adopt AI are focused on tools and agents — but the real bottleneck is documentation. This guide, inspired by Nathan Mapp, CPA, explains why process documentation is the single
• The AI Implementation Playbook for Functional Leaders — A step-by-step playbook for managers and leaders inside companies where AI mandates exist but execution guidance is absent. CPA Nathan Mapp outlines exactly what to do first (document your processes,
• Understanding RAG-Based AI for Business — Learn what Retrieval-Augmented Generation (RAG) is, why it matters, and how to set up a basic RAG system so your AI answers from your actual data instead of hallucinating.
• 7 Claude Cowork Skills Every Accountant Should Install — Install 7 ready-made Claude skills that handle common accounting workflows — from tax workpapers to depreciation schedules.
• Month-End Close: Finalize with a Signed Close Memo — Produce a formal close memo documenting what was done, what's still open, and who approved it.
• Month-End Close: Package Workpapers for Review — Automatically compile all your month-end workpapers into a structured, reviewer-ready package.
• Month-End Close: Write Variance Commentary — Get AI-generated variance commentary that drills into the GL to find real drivers — not generic summaries.
• Month-End Close: Generate Financial Statements — Produce a complete P&L, balance sheet, and cash flow statement from your adjusted trial balance using Claude.
• Month-End Close: Draft Adjusting Journal Entries — Have Claude draft your standard month-end adjusting entries with supporting calculations, ready for your review.
• Month-End Close: Bank, AR, AP & Credit Card Reconciliation — Automate your monthly reconciliations by teaching Claude to match transactions and flag discrepancies.
• Month-End Close: Pull Data from QuickBooks or Xero — Set up a Claude Cowork skill that connects to your accounting software and pulls the data you need for month-end close automatically.
• Get Real Value from Agentic AI in Finance and Accounting — Apply the specific traits that separate teams getting real value from agentic AI tools from those just experimenting — with practical steps you can implement this week. Based on Devon Coombs' observat
• Treat AI Like Staff — A Practical Guide to Using Agentic AI Tools — Learn how to use agentic AI tools (like OpenAI Codex or Claude Cowork) the way you'd delegate to a capable staff member — with planning, clear instructions, and proper review. Based on Devon Coombs' f