Want the full setup, every model choice, and the complete workflow set? That is the Claude Playbook.
See the Claude Playbook →Free · Claude for finance
Claude builds the work.
You sign it.
Your team is already pasting financials into Claude. The runbook gives you five workflows it runs end to end in Excel and as tasks in Claude, the exact prompt for each, and the short list of checks that keep the output audit-ready.
Written by a PwC-trained finance lead. Governance-first, not a feature tour.
A three-statement model, a balance-sheet reconciliation, and a model control tab in Claude for Excel, with the exact prompts
Journal-entry testing and receipt reconciliation as tasks in Claude, run on real files
For each one: what is safe to trust, and what you verify before it reaches your audit partner
The five-point governance standard: materiality threshold, named reviewer, audit trail
"If you cannot defend it to your audit partner, it is not finished."
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5 workflows
Excel and Claude tasks
25 pp
8 copy-ready prompts
Free
no card, no call
The five workflows.
Each one: the task, the exact prompt, what to trust, and what to verify before you sign it.
01 · Claude for Excel
A three-statement model from your actuals
Linked statements and a drivers tab, built from two years of actuals.
02 · Claude for Excel
Balance-sheet reconciliation and cash flow
A linked cash flow, a balance check every period, and every plug named.
03 · A task in Claude
Journal-entry and audit testing
A full-population ledger test, planned, run in code, and documented.
04 · A task in Claude
Receipts to a reconciled schedule
A folder of receipts renamed, extracted to Excel, and checked for gaps.
05 · Claude for Excel
The control tab that makes it defensible
One check tab, one flag on every sheet, every hard-coded value listed.