But 90% of the finance pros I train still aren’t using Claude properly right now.
So, on Wednesday I’m showing how you can get yourself ahead with this. In this free masterclass with NetSuite, you will see:
- How to turn a messy spreadsheet into a board-ready dashboard (in under 5 minutes)
- How AI can post journal entries for you (before you arrive at your desk on Monday)
- How to build a Claude Skill that runs your analysis every week (without you having to join together 27 CSV exports)
You’ll see how I use Claude for 3 live use cases, that you can use straight away yourself.
Plus, you'll leave with a 30-day AI roadmap. As well as our 43-page Ultimate Guide to Building an AI Finance Team guide free for joining.
Make sure to save your free seat here before it’s gone.
| Register for Claude Use Cases, Roadmap & Guide |
30% ChatGPT – 37% Claude
Last week, I analyzed the data of the CFOs signing up to my AI Finance Club community.
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As of April 2026. More CFOs are now using Claude than ChatGPT.
So, to help you make better use of Claude, I packed every Claude video, newsletter, and guide I've ever made into a single bundle.
31 free Claude resources in one place
20 PDFs, 8 video tutorials, 4 newsletter deep-dives – sorted into 5 categories so you can easily find what you need.
Here's a Google Drive link for you to download all of it for free 👉 here.
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What's inside:
1. Start Here – 3 orientation guides: Which Claude to use for what, how it compares to ChatGPT, and what the new free tier unlocks.
2. Claude Cowork – 4 guides: The Complete Cowork Guide, Cowork on Windows, Scheduled Tasks, plus 10 curated YouTube tutorials.
3. Prompting Skills – 3 references: Bad vs Good vs Great Prompts, Prompt Templates, and the Top 100 Claude Tips.
4. Claude for Finance – 5 deep dives: The Finance Playbook, 5 Power Moves, Mastering Claude in Excel, Dynamic Models in Excel, and Claude in PowerPoint.
5. Models & Features – 4 explainers: Claude Opus 4.7 (text + visual), Claude Sonnet 4.6, and Claude Voice Mode.
Plus a hand-picked links doc: 8 video tutorials and 4 AIFC newsletter editions.
One ZIP file. You don't need to enter any details, just access the whole folder 👉 here.
Resources vs Masterclass
Now, something important – these resources and this Wednesday’s masterclass are two different things.
- The Claude resources here will give you the foundation.
- The masterclass here is where we will go into more detail.
I normally charge for a 60-min masterclass like this, but it’s being made possible for free by NetSuite.
You will see 3 Claude use cases, but I will also give you a framework to solve a problem I’m seeing more and more right now.
Across 1,630 responses to my community onboarding survey, FOBO (Fear of Becoming Obsolete) is outranking ‘AI Security’ concerns by 4-1.
So alongside the live use cases, you will also get a 30 day roadmap for how to build an AI Finance team as well as a complete guide to becoming more confident with AI (without the overwhelm).
On Friday we had 699 people sign up already, so make sure you don’t miss it by registering here now.
Best,
Your AI Finance Expert,
– Nicolas
P.S – Can’t decide whether to move to Claude yet? Reply and I will see if I can help (I read all replies).
P.P.S – Can't make the masterclass date? Register anyway and you'll receive a copy of the recording.
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