Using Claude for Finance & Accounting Professional

This practical webinar explores how finance and accounting professionals can use AI tools specifically Claude to enhance productivity, analysis, and reporting workflows. It focuses on real-world applications across financial statement analysis, accounting processes, audit support, and financial reporting. Participants will learn how Claude can be used to summarise financial documents, extract key insights from reports, assist with reconciliations, generate management commentary, and support variance analysis. The session will also demonstrate how Claude can help interpret large and complex financial datasets quickly and effectively. In addition, the webinar will cover best practices for prompting, governance considerations, data confidentiality, and the importance of human review when using AI in regulated finance environments. By the end of the session, attendees will understand how to integrate Claude into everyday finance and accounting workflows to improve efficiency, insight quality and decision support.