Claude in the Finance & Controlling Training Course – Streamline Financial Processes, Improve Analyses, and Make More Informed Decisions
Upon request
1 day
Munich, online, or in-house
Upon request
German or English
Digital Certificate of Participation
Greater clarity in numbers, less effort in reporting: How Claude significantly lightens the load for financeand controlling teams. Between monthly closings, forecasts, management reporting, and spontaneous ad hoc analyses, finance and controlling teams often have little time left for the actual value creation: in-depth analysis, strategic context, and active decision support. At the same time, data volumes, reconciliation efforts, and demands for speed and quality are constantly increasing. With Claude from Anthropic, many of these tasks can be handled much more efficiently. The AI helps evaluate large volumes of financial and business data faster, present complex information in an understandable way, and intelligently automate repetitive tasks. This is exactly where our “Claude in Finance & Controlling” training comes in: You’ll learn how to effectively integrate Claude into existing workflows and how to create reports, analyses, budgets, or management comments much faster and in a more structured way—without losing control over quality and governance.
This training program combines modern AI applications with the specific requirements of controlling, accounting, and finance, and demonstrates how teams can work more productively while simultaneously creating a better foundation for decision-making.
Content and Structure of the Claude in Finance & Controlling Training Course
The seminar teaches specific AI skills for finance and controlling teams—with a direct focus on reporting, analysis, and decision support.
- Introduction to Claude and Modern Generative AI
- Differences Between Claude, ChatGPT, and Other AI Tools
- Opportunities and Limitations in Controlling and Accounting
- Data Protection, Sensitive Financial Data, and the Responsible Use of AI
- Typical Areas of Application in the Context of Finance and Management
- Developing Efficient AI-Driven Workflows in Controlling
- Analysis of extensive financial reports, Excel files, and PDFs
- Use Claude for budget, forecast, and variance analyses
- Structured Analysis of Actual Data and Management Metrics
- Preparation of Professional Reports and Decision-Making Documents
- Drafting Management Comments and Executive Summaries
- Presenting Complex Financial Information in a Way That Is Tailored to the Audience
- Developing Structured Prompts for Reliable AI Results
- Reusable prompt templates for finance and controlling tasks
- Use Claude for scenario analyses and forecast variants
- Developing Efficient AI Workflows for Reporting and Planning
- Quality Assurance and Monitoring of AI Results
- Establish consistent and transparent work practices
- Intelligently Automate Time-Consuming Controlling Tasks
- Integrate Claude into existing workflows and processes
- Improving Collaboration Between Finance, Management, and Business Units
- Governance, Data Protection, and Compliance in AI Deployment
- Understanding Risks, Hallucinations, and Quality Control
- Using AI Effectively and Responsibly in the Workplace
- Analysis of Typical Finance and Reporting Scenarios
- Developing Custom Prompts for Budgets, Forecasts, and Reports
- Working Through Real-World Examples from Everyday Controlling Practice
- Optimization of Reporting and Analysis Processes
- Integration into existing workflows and teams
- Identifying specific next steps for the use of AI in the company
What You Can Put into Practice Right Away After Completing the Claude in Finance & Controlling Training Course
After the seminar, you will be able to use Claude effectively and confidently in finance and controlling processes.
- Effectively Analyze Competitors and Target Customers
- How to Prepare Better Sales Pitches
- Structuring and Optimizing Arguments
- Handle Objections More Professionally
- Significantly Speed Up Knowledge Work and Research
- Making Sales Workflows More Efficient
- Using Claude Safely and Responsibly in Sales
- Translate information into concrete sales actions more quickly
Who is the Claude in Finance & Controlling training course intended for?
This training is intended for:
- Controllers
- Finance and Accounting Teams
- Management and Reporting Officers
- CFO Organizations and Finance Leads
- Companies that want to use AI productively in the finance sector
No prior technical knowledge is required.
Prerequisites for the Claude in Finance & Controlling Training Course
Basic experience in finance, accounting, or controlling is helpful.
Customized Claude In-House Seminars on Finance & Controlling
We design customized in-house training programs—perfectly tailored to your needs.
- Customized Training for Finance and Controlling Teams
- Integration of Custom Reports, Data, and Processes
- A combination of seminars, workshops, and hands-on sessions
- Focus on Direct Benefits in Everyday Work
About Us as a Training Provider
We are a management consulting firm with expertise in digital transformation, data and analytics, and modern AI applications. Our training programs combine generative AI with specific requirements in finance, management, and controlling. In this way, we help companies use Claude productively, improve processes, and make more informed decisions.
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Expertise in Claude and AI-Based Controlling – Your Trainers
Expert in data management, business intelligence, and AI-powered knowledge work. Michael helps companies efficiently leverage modern AI tools for analysis, reporting, and data-driven decision-making.
Thorsten combines experience in leadership, business transformation, and modern collaboration with the productive use of AI. He helps companies integrate new digital ways of working into their finance and management processes in a sustainable manner.
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- Efficient: Create reports, forecasts, and management comments much faster
- Analytical: Evaluate financial data , Excel files, and reports in a structured manner and present them clearly
- Proven in Practice: Developing Reproducible Prompts and AI Workflows Tailored to Everyday Finance Operations
- Certainly: Take into account data protection, governance, and the responsible use of AI in the financial sector
- Future-Ready: Empowering Finance and Controlling Teams for Modern AI-Driven Work Practices
TISAX and ISO certification apply only to the Munich location
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TISAX and ISO certification apply only to the Munich location
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FAQ – Frequently Asked Questions About the Claude in Finance & Controlling Training Course
No. The training is specifically designed for finance and controlling teams without a technical background. All content is explained in an easy-to-understand manner and taught directly through typical tasks encountered in everyday work.
Yes. Claude is particularly well-suited for analyzing large collections of text and data, as well as for structured knowledge work. Many tasks, such as summarizing, preparing reports, or conducting scenario analyses, can be completed much more quickly.
Yes. Especially in in-house training sessions, participants’ own reports, files, or typical controlling processes can be integrated. This creates direct added value for their day-to-day work.
For example, management commentary, summaries, report preparation, analysis of budgets and forecasts, or the structuring of financial information. Recurring knowledge-sharing and coordination processes can also be made more efficient.
Data protection, governance, and the responsible use of AI are integral parts of the training. You will learn to better assess risks and process sensitive information in a secure and controlled manner.
The content is directly geared toward typical finance and controlling processes. Many participants begin applying the methods presented immediately after the seminar.