In this video, I show how I use Claude to automate financial modeling by moving beyond one-off prompting into a fully structured, reusable workflow. Instead of manually extracting, cleaning, and rebuilding models every time new data arrives, we walk through how to design a system that runs end-to-end automatically, from raw PDF financial statements to a complete, formula-driven Excel model with audit logs and forecasts.
You’ll learn how to use Claude Co-work to process multi-stage finance workflows in one continuous pipeline: extracting and standardizing data from PDFs, building a fully structured financial model with validation checks, and converting the entire process into a reusable skill that can run again on new data without rebuilding anything. The result is a consistent, auditable system that updates itself across reporting cycles while keeping you in control of validation and decision-making.
All prompts, datasets, and resources used in this video are available in my free community in the description.
Timestamps: 00:00 How I Use Claude to Automate Financial Modeling 01:19 Why Claude Co-work Changes Financial Modeling 04:17 Building The Financial Model 09:26 Automating The Financial Model
