Hi Reader ,

Before we get into this week’s AI for Finance guide, I want to share something time-sensitive.

If you’re a CFO, Finance Director, or senior FP&A leader, you already know AI should be transforming how your team works.

The real question isn’t if. It’s how, and what tools actually work in practice.

My friend Nicolas Boucher is running a FREE live masterclass this Tuesday and it is exactly that. No theory. No slides full of buzzwords.

Just Claude and AI doing real finance work, live.

Here’s what you’ll walk away with:

✅ A 3-scenario, 5-year financial model built in minutes

✅ Messy data turned into clean, analysis-ready outputs instantly

✅ Dozens of CSV files combined into one structured dataset — no code

✅ A full FP&A dashboard powered by AI

✅ How finance teams are actually integrating Claude Opus 4.7 into their day-to-day workflows

One hour. Tuesday April 28th. 11am EDT · 4pm UK · 5pm CET

No technical skills needed. Just show up.

→ Grab your free seat here (seats are limited):

If you feel like you’re falling behind with AI — this is your moment to catch up and get ahead.

NOW — THIS WEEK’S GUIDE 🎯

Most finance teams use Claude like a fancy Google search. Type a question. Get an answer. Move on.

That’s not how you save hours. That’s how you save minutes.

The teams actually transforming their FP&A workflows are using:

→ The RIGHT model for each task Haiku for speed. Sonnet 4.6 for balance. Opus 4.7 for complex reasoning. Most people never switch. Big mistake.

→ Artifacts Interactive CFO dashboards. Downloadable Excel files with native formulas and charts. All generated from a raw P&L in seconds — not hours.

→ Skills Save your FP&A instructions once. Claude follows them every single time. Your way of working, embedded into the tool.

→ Connectors Link Claude directly to NetSuite, Snowflake, or your ERP. No more copy-pasting data between systems.

→ Projects Every finance workflow organized in one place. Different contexts, different instructions, zero confusion.

I built a full video walking through every single one of these features — live demos, real dataset, real prompts included.

It is the guide I wish existed when I started.

▶️ Watch it here:

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And if you want the prompt guide and dataset I used in the video, you can grab them free here:

​https://claude.ai/public/artifacts/5cfe9cee-045a-4ca0-887c-e47bbeee6bab​

That’s it for this week.

Two things to do right now:

1. Register for Nicolas’s free masterclass before seats fill up → https://nicolasboucher.online/op/ai-cfo-live-masterclass/?utm_medium=partners&utm_source=christian-martinez&utm_campaign=wky-become-an-ai-cfo
2. Watch the full Claude guide

Want to go even deeper?

👉 AI Finance Accelerator: https://nicolasboucher.online/sp/ai-finance-accelerator/?utm_medium=aff-christianantonio-martinez-gmail-com&utm_content=&utm_source=

👉 The Book: https://www.amazon.co.uk/dp/1394369166

👉 More videos: https://www.youtube.com/@christianmartinezAIforFinance

See you next week,

Christian Martinez