Every Claude prompt I use for finance.

30 copy-paste templates. Free.

🙂 Here’s my resource: “30 Copy-Paste Prompts for Claude in Finance”: https://lnkd.in/ghAe4BNj

Most people using Claude for finance?

Getting maybe 20% of what it can do.

Not because the tool is limited.

Because their prompts are garbage.

""Analyze this stock"" → garbage output
""Summarize this filing"" → generic summary

Here's the difference between a bad prompt and a great one:

Bad: ""Analyze Apple's earnings""

Good: ""You are a senior equity research analyst covering mega-cap tech. Analyze the attached Q1 transcript for Apple. Extract: (1) Key financial metrics vs consensus, (2) Management guidance changes with exact quotes, (3) Tone shifts from prior quarter, (4) New strategic initiatives, (5) Top analyst concerns from Q&A. Format as a 1-page brief.""

Night and day.

I compiled my 30 best prompt templates across:

→ Equity Research (5 templates)
→ Investment Banking (5 templates)
→ Private Equity (5 templates)
→ Financial Modeling (5 templates)
→ Claude Code & Automation (5 templates)
→ Pro tips that make EVERYTHING better

Each prompt includes:
✓ The full template (copy-paste ready)
✓ When to use it
✓ Expected output format
✓ Customization tips

The analyst who prompts well ships 5x faster than the one who types ""analyze this.""

You can download “30 Copy-Paste Prompts for Claude in Finance” from: https://lnkd.in/ghAe4BNj

P.S. Pair this with Claude's finance plugins for 10x results.

The scale-up finance teams I'm working with who are pushing the edge of what AI can do are all switching to Claude Cowork. The last months acceleration in this space can't be ignored.

The same AI that writes and runs code now works directly inside your workbooks and across your local files. It reads your models, debugs formulas, cleans messy data, simplifies overcomplex logic, and iterates on its own work.
Inspired by Ruben Hassid's post on building investment bank-grade financial models with Claude in Excel (https://lnkd.in/dptByTBu), I ditched the ChatGPT -> copy-paste -> Excel loop. Now I lean fully into Claude Cowork.

I'm not the only one. Secret CFO described it well - they built a unit economic model feeding an investment case by, in their words, "just streaming semi-coherent thoughts into the prompt box". No formatting. No structuring. Just context in, model out (https://lnkd.in/d2guUdcu). The CFO Office ran a full month-end workflow: vendor contract ingestion, spend-vs-contract cross-referencing, inconsistency flagging, and dashboard creation. Three markdown files, two data exports, zero code. Fifteen minutes to set up.

Here's what I tested:

I used (the ring fenced enterprise version of it that keeps your data private) Cowork on our Actuals, our context, our terminology. After 10 minutes of prompting and some Q&A it asked for, it built me a reforecast and valuation model in 20 minutes.
One that actually made sense.

That same work used to take me (optimistically) roughly a week in calendar time once you factor in meeting blocks, context switching, and iteration cycles, and 2-3 FTEs.
This is the first time I've seen AI efficiently integrate into the native workflow for FP&A and Corporate Finance. Not a chatbot you paste into for inspiration. Not a copilot that understands your spreadsheet maths but not your business logic. An agent that works across your files, understands your context, and produces real outputs.

On the Controllership/Accounting side, we've been fortunate to work with the team at Stacks for deployed AI. Now, impactful solutions are finally reaching the rest of the finance stack as well, Anthropic just shipped five open-source finance plugins (financial analysis, IB, equity research, PE, wealth management) with connectors to FactSet, S&P Capital IQ, and LSEG built in.

If you're still copy-pasting between a chatbot and Excel, or running this all yourself as we did for the last decade, try this. Anything you do monthly in Excel, and in operational finance that's a lot of shuffling, can now be automated in your native workspace. That unlocks time for analysis, controlling, and the value-adding work that actually matters.
Looking forward to hooking up and giving the Netsuite connector to Claude a spin this week!

The workflow shift is material.

I've been using AI in my finance workflows for a while now. But about 60 days ago something shifted. The output stopped looking like AI output. The analysis was sharp, the structure was clean, and for the first time I felt comfortable putting my name on the work and sending it to senior leadership and key stakeholders. Anyone in finance knows what that bar feels like.

What used to take hours to sometimes days now takes minutes. But speed isn't the real story. The real story is depth. I'm running deep dives on problems I never had the bandwidth to go past surface-level on. Building scenario models with dozens of variables and layered sensitivities. Fully automating end-to-end reporting processes. Getting real-time analytical feedback on board narratives before they ever reach the boardroom.

But the tool isn't why it's working. The reason it's working is that I'm in it. Every day. Learning, building, breaking things and rebuilding them. Not hiring a vendor to spend six figures, build something nobody understands, and leave behind a tool nobody uses.

AI adoption in finance only works when the finance person IS the AI person. Domain expertise and tool expertise have to sit in the same chair. You can't outsource that. It's a skillset, not a software implementation.

Anthropic recently released Cowork, which lets AI work across your files and workflows autonomously. I've been pressure testing it daily, and this week I'm pushing it hard to see how far it can expand into other areas of the finance function. It feels like an arms race to stay ahead of the curve right now, and the gap between finance leaders who are learning this and those who aren't is widening by the week.

I'm a CPA with 12+ years across EY, Fortune 100 FP&A, and PE-backed operations. I've sat through a lot of vendor pitches. This is the first time the competitive advantage goes to the practitioner who learns it, not the company that sells it.

If you're in strategic finance and want to compare notes, let's connect. Getting started is the hardest part, and I'm happy to share what I've learned so far.

The tools are ready. The question is whether finance leaders are willing to get their hands dirty.