Claude AI Prompts for Finance Professionals

A Practical Guide to Claude AI Prompts for Finance Professionals

Miles Draper

You already know AI can help with financial work. The problem is finding time to figure out how, between the modeling, the reporting, and everything else on your desk. This book skips the theory and goes straight to prompts you can use. Miles Draper shows finance professionals how to structure prompts that produce reliable financial analysis, build and stress-test models, and generate reporting drafts that hold up to review. Inside, you will find chapters on automating data analysis, valuation and investment work, budgeting and scenario planning, and getting more out of Excel with Claude alongside it. There are also case studies and a set of templates you can adapt to your own workflows. By the last page, you will be able to write prompts that save hours and improve accuracy. Start with one chapter and one prompt this week.

Table of contents

• Title Page
• Why Claude Changes the Finance Workflow
• Getting Started with Claude: Setup and First Prompts
• The Anatomy of a High-Impact Finance Prompt
• Automating Financial Data Analysis
• Building Financial Models with Claude
• Valuation and Investment Analysis
• Streamlining Financial Reporting
• Budgeting, Forecasting, and Scenario Planning
• Risk Management and Compliance Checks
• Excel and Claude: Supercharging Spreadsheets
• Advanced Prompt Engineering for Finance
• Case Studies: Claude in Action
• Avoiding Pitfalls and Ensuring Accuracy
• Connecting Claude to Your Live Data and Tools
• The Month-End Close, Start to Finish with Claude
• Your Finance AI Playbook: Templates and Resources
• About the Author