Claude for Accounting and Finance: Smarter Spreadsheets

Description

This event is hosted by a member of the Greater Irvine Chamber

Claude for Accounting and Finance · Fri Oct 23, 11:30 AM to 1:30 PM · 

Irvine Pull real accounting data into Excel and let Claude do the month-end work you rebuild by hand. 

In this free, hands-on 90-minute workshop, Right Click's Accounting Manager Maleeya Davidson shows you how she reconciles a vendor statement, builds a payroll journal entry and reviews the financial statements with Claude inside Excel, then saves that review as a Skill to rerun next month. 

Who it's for: Not for accountants only. If your week involves invoices, budgets, expenses, reporting, financial analysis, AR or AP, this is for you.
You leave with: Practical prompts and at least one reusable workflow or Skill you can take back to your day-to-day Bring a laptop with Excel.

If you have Claude set up in Excel, you can follow along on your own machine; if not, come anyway and we will show you what it takes. Free lunch and setup from 11:30, workshop 12:00 to 1:30. In person only. Open to everyone, so bring a friend or colleague along (each person registers separately).
Register at https://claude101.rclick.com/workshops