Claude in Excel: Your New AI Finance Superpower
Still building Excel models formula by formula? There's a better way.
Join CFO Playbook x Finton Advisors for a free live demo showing how Claude + Excel transforms your financial modeling workflow – from trial balance to CFO dashboard in under 30 minutes.
What you'll see:
→ Claude vs. Gemini Add-Ins: setup & when to use what
→ Live: Trial Balance → 3-Statement Model → Dashboard → AI-generated Management P&L, variance analysis & commentary
→ Bonus: Ad-hoc questions like "Why did gross margin drop in Q3?"
Who it's for: CFOs, Head of Finance, FP&A leads and anyone curious how modern finance teams actually work today.
Hosts: CFO Playbook (Ellen Köhler & Simone Rüschenberg) x Finton Advisors (Julian Kriesten & Jan Heins)
No death by slides. Real demo. Real data. Bring your questions.