Welcome to Claude for Finance! 👋
Learn to use AI to turn data into faster, more accurate, and more confident financial decisions — across 14 areas: from corporate finance and valuation to personal finance, crypto, and real estate.
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Professional Areas
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General Finance
15 lessons: analysis, FP&A, cash flow, dashboards, and more.
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Accounting
Month-end close, reconciliations, and accounting judgment with AI.
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Valuation
DCF, multiples, sector analysis, and professional reports.
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Investing
Portfolios, REITs, stocks, and target price with AI.
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Financial BPO
Scale accounting and financial services for multiple clients.
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Tax & Compliance
Legislation, calculations, and tax risk explained with AI.
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M&A
Due diligence, synergy valuation, and deal structuring.
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Excel with AI
Formulas, automation, and dashboards right in your spreadsheet.
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Startup Finance
Cap table, runway, unit economics, and investor pitch.
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Payroll
Calculation, compliance, and payroll auditing with AI.
Finance for Everyone
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Personal Finance
Budgeting, savings, debt, and financial goals with AI.
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Cryptocurrency
Fundamentals and educational analysis of digital assets.
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Real Estate
Cap rate, comparables, financing, and property cash flow.
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PRO Templates
Cell-by-cell structure for Cash Flow, Income Statement, Valuation, and Dashboard.
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Prompt Library
100+ prompts ready to copy and use right now.
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Prompt Library
100+ prompts ready to copy and customize. Replace what's in [brackets] with your data.
Templates & Guides
Step-by-step guidance to build each financial deliverable with Claude.
Daily Challenge
One practical exercise per day to apply AI to a real financial case.
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My Progress
Your progress within Claude for Finance.
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Completion Certificate
Complete all lessons across the 14 areas to unlock your certificate.
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