Testing Claude for Excel: Can It Build a Real Financial Model?

Get the Financial Model Template from this video for FREE by downloading the Model Wiz Add in👇 https://app.modelwiz.com/get-started?... Can AI actually build financial models better than a seasoned CFO? I put Claude for Excel to the ultimate test: building a complete financial model from scratch. We went head to head across four critical areas: three statement models, revenue builds, headcount planning, and executive dashboards. After years of building models for fast growing companies to help them raise capital and report to their boards, I was genuinely curious whether AI could match that expertise. The results surprised me in some areas and validated my concerns in others. ⏱️ Timestamps: 00:00 Introduction 00:26 How Claude for Excel Works 01:04 Part 1: Creating a Three Statement Model 11:22 Part 2: Forecasting Revenue 10:15 Part 2: Revenue Build Analysis 16:19 Part 3: Headcount 21:06 Part 4: Create a Dashboard 23:31 Final Verdict: Who Won? ----- ABOUT THIS CHANNEL Looking to level up your career in Finance & Accounting? You're in the right place. Each week, I upload videos on accounting, FP&A, and Excel to help you grow in your career and learn something new. ⚡️ Check out my channel here:    / @yourcfoguy   Don’t forget to subscribe! 🔎 FIND ME AT https://www.yourcfoguy.com ➡️ Subscribe to my Newsletter! https://www.yourcfoguy.com/newsletter 🔗 FOLLOW ME ON SOCIAL Get updates or reach out to Get updates on our Social Media Profiles! LinkedIn:   / joshaharonoff   Twitter:   / yourcfoguy   #Accounting #Finance #kpi #excel