2-min scorecardSee what your manual month-end close is actually costing you

Free starter pack

Get the Claude for Excel playbook

The guided tutorial, our user-instructions template, a ready-to-edit CLAUDE-DOCS.xlsx workbook, and a /financial-forecast skill, bundled into one Google Drive folder. Drop your email and we'll send you the link.

  • Step-by-step tutorial for using Claude with Excel financial models
  • Reusable user-instructions template that gets Claude to follow your workbook conventions
  • Pre-built CLAUDE-DOCS.xlsx workbook with documented schema
  • The /financial-forecast skill that runs a 12-month projection in one prompt

We'll also send you occasional product tips. Unsubscribe any time.

Frequently asked questions

What's in the Claude for Excel starter pack?

A guided tutorial, our user-instructions template, a ready-to-edit CLAUDE-DOCS.xlsx workbook, and a /financial-forecast skill, bundled into one Google Drive folder.

Is the starter pack free?

Yes, the entire pack is free. You'll also get occasional product tips by email; unsubscribe any time.

Do I need Claude or Excel for this to work?

You need Excel for the workbook. The /financial-forecast skill and CLAUDE-DOCS template are designed to work with Claude (claude.ai), but the workbook is useful on its own.