Claude AI in Excel for Finance

AI already has huge potential in business and finance, but real usage is still far behind. That gap creates an opportunity for professionals who learn to use these tools well, before that becomes standard. The problem is that AI can produce work that looks polished very quickly, and when something looks professional, people tend to question it less. That is exactly why this course is not about flashy prompts. It is about using Claude in Excel for finance with speed, yes, but also with structure, rigor, and judgment.

My name is Carlos Martínez. I hold a PhD in Management from the University of St. Gallen in Switzerland, I have written 25 teaching cases, including some in Harvard and University of Michigan case libraries, and I have spent more than five years building finance and analytics courses on Udemy. I designed this course so you do not just generate output. I want you to understand the financial logic, ask better questions, and know how to validate what Claude gives you.

Inside the course, we work through a practical progression. We start with portfolio optimization, then move into financial statement analysis, dashboards, and executive summaries. After that, we go into capital budgeting and investment analysis, including sensitivity analysis and Monte Carlo support. And we close with one of the most valuable areas in real financial work: financial planning, the master budget, and projected financial statements.

You will not only get video lessons. You will also get downloadable Excel files, PDFs of the presentations, reusable prompts, assignments with suggested solutions, access to the Q&A forum, and AI-powered roleplays so you can practice defending your models, assumptions, and conclusions in realistic business conversations.

If you want to work faster without sacrificing quality, and you want a practical framework for using Claude in Excel for real financial work, this course is for you. Take a look at the free lessons, review the details, and if the approach makes sense to you, I would be glad to have you inside the course.