Asif Masani

Director, FP&A Professionals Institute (FPI)

Get Claude running inside Excel in five steps, about two minutes. Built for finance professionals.

Go from one prompt to a complete workbook: assumptions, two pricing scenarios, and a comparison, all formula-linked.

Spot what the AI left out, and watch the numbers move, so you trust the output instead of taking it on faith.

Read the single-tier vs tiered comparison and the breakeven with a recommendation you could put in front of a CFO.

Load the whole annual report and pull the key financials, trends, and operational insights in a single pass.

Analyse 3-year revenue and profitability trends and get clean, structured commentary you can verify against the source.

Generate a slide deck, and polish it in Gamma, going from PDF to presentation without starting from scratch.

Get the add-in from the Microsoft Marketplace, activate it, and sign in so Claude is ready inside your spreadsheet.

Open the sidebar, pick your model, run built-in Skills, add files and live data, and set the controls finance pros need.

Go from understanding to cleaning, building to commentary. Walk away with 5 prompts you can use Monday morning.

Turn a raw ERP export with inconsistent account names, merged cells, stray subtotals, sign errors into a usable dataset.

Use AI to classify each account into the P&L and Balance sheet correctly.

Generate Full set of Financial statements from the TB. The Income Statement, Balance sheet and Cash Flow Statement.