Finance & Data

Analyze numbers, forecast trends, and make smarter decisions

Guided path

Follow the path, step by step

8 steps · ~53 min · Beginner

Start the path

All 20 Finance & Data tutorials

Browse everything in this topic.

PUBLISHED 05/14/2026BEGINNER

Finance

Use Claude Cowork finance agents to handle complex financial tasks, from analysis and reporting to decision support, without adding manual workload.

Transform any CSV into an Excel dashboard with the Claude in Excel plugin

PUBLISHED 03/12/2026BEGINNER

Strategy & Management

Turn any CSV into a polished, insight-rich Excel dashboard in minutes using the Claude in Excel plugin.

Build Excel spreadsheet models with plain-language prompts using ChatGPT for Excel

PUBLISHED 03/12/2026BEGINNER

Data AnalysisFundamentals

Build and update Excel spreadsheet models faster with ChatGPT for Excel by using simple plain-language prompts instead of manual formulas and repetitive edits.

Structure data for financial analysis using ChatGPT

PUBLISHED 02/10/2026BEGINNER

Finance

Structure messy financial data into analysis-ready formats using ChatGPT reasoning model.

Build a three-statement model using Claude in Excel

PUBLISHED 01/29/2026BEGINNER

Data AnalysisFinanceStrategy & Management

Build a full three-statement financial model in Excel with Claude doing the heavy lifting so you can focus on the story, not fighting formulas.

Automate email expense tracking with Claude for Chrome

PUBLISHED 01/15/2026BEGINNER

AdministrativeFinanceFundamentalsResearch & InnovationPersonal Productivity

Automatically track and categorize your email expenses using Claude directly in Chrome.

Organize messy business finances with Claude

PUBLISHED 12/02/2025BEGINNER

Data AnalysisFinanceFundamentalsOperationsPersonal Productivity

Bring instant clarity to your financial chaos with Claude guiding the workflow.

PUBLISHED 09/02/2025BEGINNER

Data AnalysisFinanceStrategy & Management

Manus helps you benchmark competitors with in-depth financial research across multiple key metrics.

Turn any PDF into a fully organized Excel sheet using Manus

PUBLISHED 06/17/2025BEGINNER

AdministrativeData AnalysisFundamentalsPersonal Productivity

Effortlessly convert complex PDFs into clean, structured Excel spreadsheets with a few prompts

Build a tax policy visualizer tool in Manus

PUBLISHED 05/26/2025BEGINNER

Data AnalysisLegalOperationsPersonal Productivity

Build an interactive tax policy visualizer to explore how tax changes impact government revenue.

Create quick spreadsheets with AI using Canva Sheets

PUBLISHED 05/05/2025BEGINNER

Data AnalysisDesignOperationsPersonal Productivity

Unleash your data game by utilizing the new Canva Visual Suite 2.0 with AI features that fills cells automatically.

Excelling at sales prospecting with Apollo and AI

PUBLISHED 04/02/2025BEGINNER

Data AnalysisMarketingOperationsPersonal ProductivitySalesStrategy & Management

Combine AI with Apollo to filter and identify customers who perfectly match our ideal profile.

PUBLISHED 04/02/2025BEGINNER

Content & CopywritingData AnalysisFinanceFundamentalsOperationsPersonal ProductivityStrategy & Management

Learn how to create visually compelling, interactive financial reports using Claude.

Analyze and summarize financial statements

PUBLISHED 04/02/2025BEGINNER

Data AnalysisFinanceFundamentalsOperationsPersonal ProductivityStrategy & Management

Learn to leverage ChatGPT to analyze and summarize financial statements in minutes.

7 financial workflows you can streamline with ChatGPT

PUBLISHED 01/15/2026INTERMEDIATE

FinancePersonal Productivity

Seven finance workflows you can simplify and speed up with ChatGPT, in just a few minutes

Boost Excel productivity with Copilot automation

PUBLISHED 08/28/2025INTERMEDIATE

Data AnalysisFundamentalsOperationsPersonal Productivity

Transform the way you work in Excel by letting Copilot handle repetitive tasks so you can focus on insights and results.

Elevate your budget and grocery planning with Julius AI

PUBLISHED 08/20/2025INTERMEDIATE

Data AnalysisFinanceFundamentalsPersonal Productivity

Julius AI helps you track spending, analyze grocery costs, and uncover smarter ways to stretch your budget effortlessly.

PUBLISHED 04/02/2025INTERMEDIATE

AdministrativeData AnalysisSoftware EngineeringFinanceOperationsPersonal Productivity

Automate data extraction for efficient bookkeeping workflows

Extract PDF receipts from email to spreadsheet using AI

PUBLISHED 04/02/2025INTERMEDIATE

AdministrativeData AnalysisSoftware EngineeringFinanceOperationsPersonal Productivity

Save hours of accounting time each month by automatically extracting invoices from your emails.

Transform raw financials into actionable business insights

PUBLISHED 06/24/2025ADVANCED

Data AnalysisFinancePersonal Productivity

Use Perplexity Pro to reshape messy financial data into clear insights and strategic scenarios in minutes

Finance & Data

Follow the path, step by step

Analyze and summarize financial statements

Structure data for financial analysis using ChatGPT

Organize messy business finances with Claude

Turn any PDF into a fully organized Excel sheet using Manus

Create interactive financial reports

Build Excel spreadsheet models with plain-language prompts using ChatGPT for Excel

Build a three-statement model using Claude in Excel

Automate complex finance work with Claude Cowork

All 20 Finance & Data tutorials