Supporting faster, more informed finance decision-making

Here's the full Claude system I use for finance work.

(Everything a finance team needs to stop wasting hours on manual work)

👉 Comment "Claude" and I'll send you the full set.

I'm limiting this to the first 1,000 comments.

Businesses bring me in to run finance workshops and show their teams how to actually use AI for real finance work.

Most teams I train are using maybe 5% of what Claude can do.

They watch a few tutorials. They paste in random prompts. They get mediocre results and conclude it's overhyped.

No one ever gave them a structured way to use it for the actual job: the reporting, the analysis, the board pack.

So I packaged my best resources into one set: The Claude Finance Toolkit.

Inside, you'll find:

1. The Free Claude Course for Finance
2. Top 50 Claude Tips
3. Top 50 Claude Shortcuts
4. The Claude Finance Playbook
5. Claude for Board Packs & Presentations Guide

Practical guides, prompts, and workflows to save time, sharpen your numbers, and make better decisions.

I've watched owners burn an entire weekend on a board deck that Claude could draft in 30 minutes.

This is the shortcut I wish every finance team had on day one.

👉 Comment "Claude" and I'll send you the full set.

♻️ Repost to help a finance colleague still doing it the hard way.

#Finance is often seen as conservative, which makes it even more exciting to rethink it, especially with #AI.

I recently had the opportunity to speak with the FINANCE Magazin, a German publication specializing in finance leadership and transformation, about how artificial intelligence is changing the role of finance. For me, AI is not just an effective tool but a genuine matter of the heart.

In my role as CFO at NTT DATA Business Solutions, I already use AI in my day-to-day work. I use it to structure complex information, explore scenarios, support analyses and challenge my own perspectives. Not as a shortcut, but as a thoughtful companion that helps me build a stronger foundation for decision-making.

I am convinced that AI has the potential to level hierarchies by democratizing access to insights and knowledge. Especially in finance, this enables a shift from purely reporting the past to actively shaping the future of the business, with greater transparency, speed and collaboration.

But beyond the many opportunities AI presents, we should remain honest and self-critical. We are all still learning. AI is evolving rapidly and so must we. For me, this is closely linked to the idea of lifelong learning. Staying curious, being open to new technologies and sometimes investing time beyond our daily routines to truly understand what comes next, that is what will make the difference in the future.

What matters most is not the technology itself, but how we use it: responsibly, ethically and with people at the center. AI can become a powerful enabler for better leadership, but never a replacement for it.

You will find the link to the article in the comments. It is in German and behind a paywall, but the dialogue it encourages is one we should continue across organizations and industries. If you are interested, please feel free to reach out.

This journey has only just begun. Let’s take one curious step after the other.

AI in finance isn’t about replacing people, it’s about enabling better decisions.

In my work across AR & finance operations, I’ve seen how much time is spent on:
• Manual follow-ups
• Data cleanup
• Repetitive workflows

The opportunity? Use AI to eliminate the noise and focus on what actually drives impact.

I’ve been actively exploring ways to:

✔️ Streamline AR workflows and reduce manual effort
✔️ Improve visibility into aging, disputes, and cash application
✔️ Enable faster, more informed decision-making across teams

The goal isn’t automation for the sake of efficiency, it’s building smarter, more scalable finance operations.

The future of finance isn’t just accurate… it’s intelligent.

Curious to hear how others are leveraging AI within finance teams?