AI for Finance Teams: Automate the Spreadsheet Grind, Focus on What Matters

Stop Spending Your Days on Spreadsheet Admin

If you work in finance, you know the reality: hours lost to VLOOKUPs, manual consolidation, and reconciling data across multiple spreadsheets. These tasks eat up your week but add little value.

Meanwhile, the strategic analysis and insights your role should focus on get squeezed into whatever time remains.

AI changes this equation — but not in the way you might think.

This isn't about chatting with a bot.

It's about building workflows that handle the repetitive spreadsheet work automatically.

What You'll See in This Session

In 15 minutes, we'll demonstrate three ways AI can transform finance workflows:

Claude for Excel — Work with your data directly inside Excel, using AI to clean, transform, and analyse without switching tools.

Building a Claude Skill — Create a reusable workflow that handles a complex multi-step process and outputs a finished spreadsheet you can use immediately.

Cowork for Finance — Hand off longer-running tasks like month-end reconciliation to an AI agent that works in the background while you focus on higher-value work.

Who This Is For

Financial analysts, controllers, FP&A teams, and accounts payable professionals who spend too much time on manual data processing. You work at a company where you have some autonomy to try new tools — not completely locked down, but looking for practical ways to reclaim your time.

What You'll Walk Away With

The ability to build a Claude Skill that handles a complex multi-step spreadsheet process — and a clear picture of how to apply this to your own workflows. You'll leave with practical next steps, not just inspiration.