Participants will gain a practical understanding of how to leverage AI and automation in finance, with a focus on integrating Claude AI into Excel workflows, financial analysis, and reporting. This workshop is designed to enhance efficiency, reduce manual effort, and enable finance professionals to build automated, insight-driven financial processes.
FREE TO ALL FINTEDU LETS TALK MEMBERS
Topics Covered:
Session 1: Automation & Excel Integration
Introduction to automation in financial workflows
Using Claude AI to generate and optimize Excel macros
Integrating Claude AI with Microsoft Excel for:
• Automated reconciliations
• Financial data cleaning and transformation
• Report generation workflows
Practical session: Build AI-assisted Excel automation for financial statements
Session 2: Advanced AI Applications & Dashboarding
Exploring advanced features of Claude AI:
• Project creation for structured financial workflows
• Collaborative usage (AI as a co-worker for finance teams)
• Transforming financial analysis into CFO-ready and investor-grade presentations with professional formatting and storytelling
Building a dynamic HTML financial dashboard using Claude AI:
• Structuring financial data for visualization
• Generating interactive, insight-driven reports
Course Features
- Expert-led sessions: Learn from professionals with hands-on experience in finance automation and AI integration.
- Practical learning: Hands-on exercises focused on real-world financial use cases.
- Case-based approach: Apply automation techniques to practical finance scenarios.
- Extended access: Get access to session recordings and materials for revision.
- Networking opportunities: Connect with finance professionals exploring AI adoption.
Course Highlights
Duration: 2 Hour MasterClass
Date: 06 and 07 May 2026
Mode: Virtual (Live)
Fees: 99 AED Inclusive of VAT
Certification: No Certificate of Completion
Who Should Attend
- Finance and accounting professionals
- Tax practitioners and consultants
- Business owners and managers
- Professionals interested in AI-driven finance transformation
By the end of the course, participants will be equipped to automate financial workflows, integrate AI into Excel processes, and create professional financial dashboards and reports with greater accuracy and efficiency.
Enroll now and take the next step in transforming your finance function with AI.
