Claude Cowork for Finance

​Build Two Month-End Workflows in 60 Minutes — Live

​Every month, your team exports data, cleans it, structures it, and produces a deliverable. Then the cycle resets and you do it all over again.

​Claude Cowork changes that. Unlike ChatGPT or Claude web, Cowork remembers what it learned last month. What you teach it in January still applies in June.

​In this live workshop we'll build two finance workflows.

​Workflow 1: Bank Reconciliation
Watch Claude match transactions automatically, flag exceptions by category (timing, amount mismatch, missing entry), and produce a downloadable reconciliation workpaper.

​Workflow 2: Variance Analysis + Executive Dashboard
Watch Claude analyze actuals vs. budget, classify variances, write management commentary in plain English (not accounting jargon), and produce a board-ready one-page summary.

​Two workflows built live.

​Who this is for
Finance and accounting professionals at any level: staff accountants, senior accountants, FP&A analysts, controllers, directors, VPs, and CFOs. If your team touches month-end close or management reporting, this is for you.

​What you need
A Claude account with Cowork access. You'll receive a step-by-step setup guide when you register so you're ready to go.

​5 Free Bonuses for attending.

​Beginner-friendly. No AI experience required.