i3jack.eth
35 posts


I just mass-released 2 Claude resources for Finance.
Comment "CLAUDE" and I'll send them to you for free.
Companies pay me $10,000+ for workshops where I teach AI for Finance.
I've seen finance teams spend weeks trying to figure out Claude on their own.
Watching tutorials. Testing random prompts. Getting mediocre results.
No one gave them a structured way to use Claude for real finance work.
That's what this bundle is:
The exact playbook and cheat sheet I wish every finance team had from day one.
Here's what's inside:
📘 Claude Finance Playbook
→ How to use Claude in Excel to build financial models faster
→ How to use Claude Voice Mode to work on finance from your phone
→ How to create an interactive scenario planner for faster decision-making
→ Security, compliance, and quality control standards for finance teams
→ Step-by-step prompts you can copy and use today
📋 100 Claude Tips (cheat sheet)
→ 25 Claude in Excel tips (formulas, variance analysis, scenario modeling)
→ 25 Claude Cowork tips (batch automation, research synthesis, file management)
→ 25 Dashboard tips (KPI scorecards, board-ready P&Ls, interactive dashboards)
→ 25 best practices (CSI+FBI prompting, extended thinking, web search)
Why Claude specifically?
Most finance teams I train are using ChatGPT or Copilot.
But Claude is quietly becoming the tool of choice for serious financial analysis:
→ Cell-level citations in Excel
→ Projects that keep your context clean per client
→ Cowork mode for long-running automation tasks
→ Extended thinking for complex scenario planning
I built these resources because I kept getting the same question:
"Nicolas, how do I actually get started with Claude for Finance?"
Now you have the answer.
Comment "CLAUDE" below and I'll send you both resources.
🔁 Repost if your finance team needs to see this!

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