Resources for Finance Teams

Guide 8 min read

Build Custom Claude Plugins - No Code Required

Describe your workflow, get a plugin: build custom plugins directly in the Cowork interface.

Guide 10 min read

Claude Skills & Projects: Build Your Own Workflows

Create skills, iterate, and organize with projects - from your first instruction to a team-wide library.

Guide 8 min read

Finance Plugins for Claude: The 5 Pre-installed Agents

Financial Analysis, Investment Banking, Equity Research, Private Equity and Wealth Management - what each plugin does and how to use it.

Guide 7 min read

Claude in Excel: The AI Add-in for Spreadsheets

10 prompts for finance teams: formulas, pivot tables, data cleaning and analysis directly in Excel with Claude.

Guide 6 min read

Why You Should Use Claude Cowork Instead of ChatGPT and Copilot

Using ChatGPT or Copilot? There are real differences in precision, data privacy, and the way you work – an honest comparison.

Guide 12 min read

Intro to Claude – Chat, Cowork & Code Explained

The complete introduction to Claude: three modes, Skills, Plugins, Connectors and Scheduled Tasks explained clearly.

Guide 2 min read

The #1 Mistake with Claude – and the 10-Second Fix

Stuck somewhere? The simplest solution is also the one most people overlook.

Guide 5 min read

How to Move Your Memory from ChatGPT to Claude

Switching AI assistants doesn’t mean starting from zero. Here’s how to transfer everything ChatGPT, Copilot & Co. know about you to Claude in about ten minutes.

Guide 5 min read

AI as a Coworker: How to Get More Out of AI

A small shift in perspective helps you use AI much more effectively at work – plus six concrete projects for finance teams.

Guide 6 min read

AI Terminology Demystified

LLMs, tokens, context windows, agents, RAG, fine-tuning – every term explained in plain language with real-world analogies.