The Complete System for Building Reliable Financial Models Using Claude
Claude can build a full financial model in a few minutes now. Plenty of finance teams are already using it to save time on simple calculations and models.
The problem is that a lot of those models have mistakes you won't spot at a glance. Claude can slip in hardcoded numbers, sound completely confident when it's wrong, and brush past problems like a balance sheet that doesn't balance.
If a model like that goes to your Board or a lender, it costs you far more than the time you saved.
This session walks you through the complete system for building three-statement models in Claude that you can actually rely on.
Hosted by Tariq Baha, Founder of Alessian, with 14 years in finance, including 7 at PwC and 10+ purely building models and running FP&A functions.
Who is this for?
CFOs, finance leaders, CEOs and investors who already have a basic knowledge of forecasting and modelling. No Claude experience needed.
What will you learn?
The complete system Tariq uses to build three-statement models in Claude
Which of the six steps Claude can help with, and which need human judgement
How to link the P&L, balance sheet and cash flow so they work together
Common mistakes Claude makes and how to fix them
How to spot hardcoded numbers and broken links between statements
The checks to run before trusting any number
How to catch errors before they reach your Board or a lender
The advanced Claude settings that give you more accurate results
How to streamline the process so you spend less time fixing models and more time on the “so what?”
Session format
Free online session. Wednesday 4 November 2026, 12:00 UK time (GMT+1), 1 hour.
Talk: Tariq walks through the six steps of his modelling system and shows where Claude helps and where you still need human judgement.
Worked example: Tariq takes you through a real model built in Claude, step by step, using the actual prompts and outputs. You'll see how long each step took, the checks he ran and where he had to correct Claude.
Q&A: Put your own questions to Tariq, whether you're just starting with Claude or already using it on live forecasts.