AI & Prompting for Finance Professionals

9 Sections · 43 Chapters

One company, Kapoor Foods Pvt Ltd, for the whole course. Learn to prompt, check AI numbers, and build reports with Claude in Excel and Claude directly. AI proposes, Excel proves.

Section 0 Welcome

0.1Instructor Intro: Suraj Kumar Lohani

0.2Course Intro: What You Will Build, and Meet Kapoor Foods

Section 1 AI Basics

1.1What Claude Is and Is NotEnrolled learners

1.2Tour of the Claude App and Claude in ExcelEnrolled learners

1.3Tokens: How Claude Reads Your DataEnrolled learners

1.4Context Window and Why Claude ForgetsEnrolled learners

1.5Hallucination: Invented Facts and Wrong SumsEnrolled learners

Section 2 Prompt Craft

2.1Prompt Part 1: ContextEnrolled learners

2.2Prompt Part 2: DataEnrolled learners

2.3Prompt Part 3: AskEnrolled learners

2.4Prompt Part 4: LimitsEnrolled learners

2.5Few-Shot Examples to Fix Your FormatEnrolled learners

2.6Step-by-Step Reasoning PromptsEnrolled learners

2.7Structured Output: Tables into ExcelEnrolled learners

Section 3 Checking AI Numbers

3.1Tie-Out Check: Does the Total MatchEnrolled learners

3.2Recalculate with SUM, SUMIFS and ROUNDEnrolled learners

3.3Three Test Cases for Every PromptEnrolled learners

3.4The Error Log: Track What Went WrongEnrolled learners

Section 4 Reports with Claude in Excel

4.1MIS Summary TableEnrolled learners

4.2Three-Line CFO CommentaryEnrolled learners

4.3Budget vs Actual TableEnrolled learners

4.4Variance Reasons: Facts vs GuessesEnrolled learners

4.5Invoice Data ExtractionEnrolled learners

4.6Bank Narration ExtractionEnrolled learners

4.7Anomaly Flags in the LedgerEnrolled learners

4.8Bank Reconciliation DifferencesEnrolled learners

4.9P&L Commentary PackEnrolled learners

Section 5 Reports with Claude Direct

5.1Upload a Trial Balance to ClaudeEnrolled learners

5.2Read and Summarise the Trial BalanceEnrolled learners

5.3Monthly MIS Pack from the FileEnrolled learners

5.4Create a Claude ProjectEnrolled learners

5.5Custom Instructions: Your Finance StyleEnrolled learners

5.6Web Search: Current Rates and RulesEnrolled learners

5.7Artifacts: Build a DashboardEnrolled learners

5.8CFO Memo from Verified FiguresEnrolled learners

Section 6 Safety

6.1What Must Never Go into AIEnrolled learners

6.2Masking Names and NumbersEnrolled learners

6.3Human in the Loop: Who Approves WhatEnrolled learners

6.4Guardrails in Every PromptEnrolled learners

Section 7 Final Project

7.1Build Your Prompt LibraryEnrolled learners

7.2Board Pack: Plan and DataEnrolled learners

7.3Board Pack: Build and VerifyEnrolled learners

Section 8 Course Outro

8.1Course Outro and the Complete Kapoor Foods Practice FileEnrolled learners

AI & Prompting for Finance Professionals