I Built an AI Finance Team That Runs Itself With Claude (Full Tutorial)
Luke Finance
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I Built an AI Finance Team That Runs Itself With Claude (Full Tutorial)
33 246 просмотров · 1 мес. назад
Luke Finance
28,6 тыс. подписчиков
33 246 просмотров · 1 мес. назад
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In this video, I show how to build a complete AI finance team inside Claude Cowork that automates the entire month-end reporting cycle through four specialist finance managers for Revenue, Cost, FP&A, and CFO Reporting. I demonstrate how to build each manager as a reusable Claude Skill, connect them through a plugin with structured handoffs and dependency checks, and run the full workflow from a single command. The team analyzes financial performance, integrates operational and planning data, and produces a board-ready CFO report, PowerPoint presentation, action list, and interactive dashboard with every output tied back to the underlying finance analysis.
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📌 Timestamps
00:00 I Built An Entire AI Finance Agent Team With Claude
01:54 Setting up the project and the data
04:15 Building the revenue manager
07:13 Building the cost manager
08:43 Building the FP&A manager
10:27 Building the CFO reporting manager
12:27 Packaging the team into a plugin
15:39 Running the finance team
20:18 Reviewing the outputs
Disclaimer: This content is provided for educational and informational purposes only and should not be relied upon as professional advice for your specific circumstances. AI-generated outputs can contain errors or inaccuracies and should always be independently reviewed and validated before being used in professional finance work or decision-making.
Luke Finance is an AI for Finance education and implementation brand operated by ViewLink.