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In this video, I reveal just how I built a complete AI financing group inside Claude that runs like a genuine financing division, taking a company decision from raw firm information all the way to a board-ready referral without manual sychronisation. Rather than making use of Claude for separated tasks, this process creates specialized money employees that team up with structured handoffs, with a Finance Analyst reviewing organization efficiency, an FP&A Strategy Partner modeling development scenarios, and a CFO Advisor turning the evaluation into an executive choice. Making use of a restaurant chain expansion instance research, I show how to build recyclable financing roles that function with each other to respond to whether a firm must open up ten new areas and exactly how each employee adds to the final recommendation.
I additionally go through how to structure a financing team project inside Claude, construct specialized worker skills with specified responsibilities, develop orchestration reasoning that manages documents exploration and process execution, and automate the handoffs in between exec, projecting, and evaluation decision-making. Throughout the tutorial, I demonstrate how the Finance Analyst assesses store performance and development readiness, just how the FP&A Strategy Partner models ROI, Payback, irr, and npv circumstances, and exactly how the CFO Advisor tests presumptions, weighs dangers, and creates a board-level referral. The outcome is a fully automated financing operations that transforms functional data from Airtable, Google Sheets, and Notion into a defendable financial investment choice that management teams can utilize with self-confidence.
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* Timestamps *.
00:00 I Created an AI Finance Team in Claude.
02:40 Setting up the job.
04:43 Building the very first employee: the Finance Analyst.
08:12 Building the FP&A Strategy Partner.
10:37 Building the CFO Advisor.
12:24 The master guideline data.
14:19 Running the team end to finish.
16:58 Reviewing the outcome.
* Contact *.
luke@viewlink.io.