CPDStore Ireland

This practical webinar demonstrates how Claude AI can become a valuable assistant throughout your Excel workflow—from generating formulas and preparing data to analysing information and improving reports. You'll learn where Claude can genuinely save time, how to use it effectively alongside Excel, and why human judgement remains essential. Whether you work with financial data, operational reports or business analysis, you'll leave with practical techniques that can improve productivity and enhance the quality of your everyday Excel work.

Alan Murray will cover the following topics during this webinar:

• Using Claude to understand, explain and improve Excel workbooks
• Performing day-to-day Excel operations with Claude help
• Generate, troubleshoot and modernise Excel formulas using natural language.
• Working smarter with reporting and use Claude to build and improve reports.
• Understand best practices, validation techniques and where professional judgement remains essential.

By attending this session you will:

• Understand how Claude can support everyday accounting and finance tasks within Excel.
• Be able to use natural language prompts to generate formulas, analyse data and improve spreadsheets.
• Learn techniques for reducing manual work when preparing reports and analysing financial information.
• Gain confidence in validating AI-generated results before using them professionally.
• Identify practical opportunities to introduce AI into your own Excel workflows immediately.

This webinar will be of particular interest to:

• Accountants 
• Finance Managers 
• Financial Controllers 
• Management Accountants 
• Auditors 
• Finance Analysts 
• Business Owners 
• Anyone who regularly uses Excel to analyse, report or present financial information.

Course Level: Foundation

The session assumes attendees are comfortable using Excel but does not require any prior experience with Claude or artificial intelligence.