Video

How to Use Claude to Build INSANE Financial Models (2026)

Nicolas Boucher (AI Finance Club) · youtube.com

How to Use Claude to Build INSANE Financial Models (2026)

A well-known finance educator demos three practical routes, models inside Claude, Excel exports, and the Excel integration, so you can pick the workflow that fits you.

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It answers 2 questions

  1. Why build financial models with AI instead of from a blank spreadsheet?
  2. Which AI tools help with accounting and financial analysis?

Read with it

  1. Video Master Claude for Excel in 10 Minutes: Financial Modeling Ali H. Salem
  2. Anthropic's own guide to the add-in: ask about a workbook with cell-level citations, change assumptions without breaking... claude.com Guide Use Claude for Excel Anthropic (Claude docs)
  3. Video Testing Claude in Excel: Building a Three-Statement Financial Model Corporate Finance Institute (CFI)
  4. Practical setup guide (which plan, settings, Projects, three model-building methods) opening with a real 3-statement model... sidsaladi.substack.com Article Claude Financial Modeling 101: The Complete Setup Guide Sid Saladi (The Product Channel)
  5. Claude Pro at $17 a month billed yearly or $20 monthly, the cheapest plan that includes Claude for Excel. claude.com Tool Claude pricing Anthropic
  6. Microsoft 365 Personal at ₹6,899 a year, with Copilot in the Excel, Word and PowerPoint desktop apps. microsoft.com Tool Compare Microsoft 365 plans (India) Microsoft
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