ClaudeThe finance department in any company is a place where anxiety, stress and other mental ailments reside. Analysts and spreadsheet wizards look tired, staring at the financial data on their screens for hours. It’s a stressful job to be a financial analyst or even a finance manager in a company. If you’re a solo founder or a freelancer, you can say goodbye to peaceful sleep. There is no way you can get a clean financial snapshot without hiring a full-time, anxious accountant. At least AI did something good by lowering stress for those looking at their company’s or personal finances.
In this tutorial, we'll show you how to use Claude to organise scattered business finance documents into a neat, efficient dashboard. We’ll show you how to upload business financial documents, prompt Claude to clean and optimize the data, review the dashboard and make changes, add columns, or compare the current data with last month’s metrics.
By the end of this tutorial, you’ll be able to;
- Start with Claude
- Upload business financial data and prompt Claude
- Review the dashboard and ask Claude to make changes
- Add more columns or compare the data with last month
Let’s get into it!
