Claude for Finance: 4 POWER Moves You’re Not Using

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00:18 Installing the Claude Plugin for Excel
01:03 Building a Scenario Planning for your company
02:42 Exporting Excel Files From Claude Using only phone
05:05 Building an interactive financial dashboard

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21 COMMENTS

  1. when i given your this same prompt to chat gpt it gave me model in excel and when i given the same prompt to claude it started running python code for ten minutes. PS: i am using free version of both

  2. what about privacy and different excel documents that I do NOT want Claude connected with, that have passwords, etc. How do I make the delimitation between an excel where I want Claude's imput and another one where I do not want Claude connected at all?

  3. Thanks, man!

    Question: I have built an Excel workbook with 19 tabs for portfolio management. It includes "what-if" scenarios, macros, drop-down lists, sensitivity analysis, conditional formatting, charts, and many formulas and functions—all of which are adjusted for inflation and other variables and fully interconnected.

    It took me a month to build, but can Claude do this from scratch? Also, can Claude fix or audit my entire workbook?

    If so, which version or plan of Claude would save me the most time?

  4. Warning: he's earning a commision for selling Claude..this is an affiliate marketing video.
    2. You'll run out of pro level token is about 30 minutes..then be down for 5 hours.
    3. Hallucinations galore..not ready for real production.

    Be forewarned…this is not what this salesman makes it out to be.

  5. Nicolas – great video thank you. And congratulations – when I asked Perpexity "do the commands in Claude Cowork for finance and mathematical calculations perform these using Python?" Perplexity provided a link to your video so you are getting more viral reach

  6. To save you frustration:

    Free plan has limits to the prompt.
    While using the free Claude plan, there is a session-based usage limit that will reset every five hours. Also, the number of messages you can send will vary based on demand, and we may impose other types of usage limits to ensure fair access to all users. Claude will notify you when you’ve reached your limit, or if your prompt exceeds the available context window.

    EUR15 / month charged annually is the next plan with "more usage than free" – whatever that means.

    EUR90/month is the Max plan.

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