Products
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All Courses, Claude, Finance, All Replays
Replay - 🟢 AI for Finance & Accounting - AI-Powered Month-End Close (45 min - 4/8)
CourseAn accountant deep in Claude Code walks through drafting journal entry memos, automating review checklists & generating close status reports with Claude & Excel—cutting days off month-end close. Teams already doing this are pulling ahead.
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All Courses, Claude, Finance, All Replays
Replay - 🔵 Deep Dive on Claude Plugins, Part 3 - Finance (60 min - 3/13)
CoursePart 3: Taki uses Claude's finance plugin as the working example, showing how finance leaders can analyze P&L trends, create financial reports, and stress-test forecasts inside Claude. (Follows Parts 1 & 2 on building plugins.)
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All Courses, Claude, Copilot, Finance, All Replays
Replay - ⬛ AI in Excel with Steven, Part 2: The README File (30 min - 2/25)
CourseSteven's back—going deeper on the README file: how to build one so AI references your data, terms & logic without starting fresh. If you're in finance, merchandising, or planning, this session is for you.
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All Courses, Claude, Gemini, ChatGPT, Copilot, Finance, All Replays
Replay - ⬛ AI in Excel with Steven, VP of Finance at Cumulus for Finance & Planning Teams (30 min - 2/11)
CourseSteven walks through how he uses AI to audit complex financial models in Excel, catching errors, stress-testing assumptions, and validating formulas in seconds. This is an advanced session relevant for anyone who lives in spreadsheets.
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All Courses, Claude, Finance, All Replays
Replay - 🔵 Claude Excel & Skills (60 min - 1/30)
CourseA deep dive on Claude Skills. What they are, how they work, and how to create them. We’ll start with a short walkthrough of Claude for Excel, then go deeper on building Skills using markdown files and real examples you can apply immediately.
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All Courses, Claude, ChatGPT, Copilot, Finance, All Replays
Replay - 🟢 Parabola Workflows for Finance Teams (30 min - 1/28)
CourseLearn how finance teams are using AI to automate accounting workflows, from reviewing data to surfacing exceptions and speeding up close processes. Leave with a practical, step-by-step workflow you can implement the same afternoon.