Create interactive financial reports

Traditional static reports often fall short in delivering the insights needed by various stakeholders. However, with the help of AI, you can transform raw financial data into interactive, dynamic dashboards that allow for deeper analysis and better communication.

In this tutorial, you’ll learn how to create visually compelling, interactive financial reports using generative AI tools like Claude. These reports will help stakeholders easily grasp complex financial information, making data-driven decision-making more accessible.

Key Objectives

By the end of this tutorial, you will be able to:

1. Upload and prepare financial data for AI-powered visualization.
2. Build an interactive income statement dashboard.
3. Create a detailed and responsive balance sheet overview.
4. Develop a dynamic cash flow analysis tool.
5. Design a financial health scorecard that summarizes key performance metrics.