Claude AI Prompts for Finance Professionals
A Practical Guide to Claude AI Prompts for Finance ProfessionalsBy Miles Draper
Length4h 20m
About this audiobook
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.
Audiobook details
GenreTechnology
Length4 hrs 20 mins
Narrated byListen with 1,000+ voices
FormateBook with Audio
Publish dateOct 13, 2026
LanguageEnglish
Table of contents
1Introduction
2Why Claude Changes the Finance Workflow
3Getting Started with Claude: Setup and First Prompts
4The Anatomy of a High-Impact Finance Prompt
5Automating Financial Data Analysis
Show all chaptersShow less
6Building Financial Models with Claude
7Valuation and Investment Analysis
8Streamlining Financial Reporting
9Budgeting, Forecasting, and Scenario Planning
10Risk Management and Compliance Checks
11Excel and Claude: Supercharging Spreadsheets
12Advanced Prompt Engineering for Finance
13Case Studies: Claude in Action
14Avoiding Pitfalls and Ensuring Accuracy
15Connecting Claude to Your Live Data and Tools
16The Month-End Close, Start to Finish with Claude
17Your Finance AI Playbook: Templates and Resources
18About the Author
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