Перейти к содержимому

I Built an AI Finance Team That Runs Itself With Claude (Full Tutorial)

Luke Finance

0:00 / 0:00

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
🚀 AI Finance Mastery is coming soon: Join the waitlist to get access to the lowest price we’ll ever offer, plus entry into our launch giveaway: https://viewlink.io/waitlist43 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. 👉 Join the free community (Free Prompts & Resources): https://viewlink.io/community40 🤖 Want AI implemented into your finance operations? https://viewlink.io/automation40 📩 Contact luke@viewlink.io 💡 Watch These Next 🎥 How to use Claude For Finance    • How to use Claude For Finance Better Than ...   🎥 How I Use Claude to Automate Financial Modeling    • How I Use Claude to Automate Financial Mod...   🎥 How to Build Finance Dashboards with Claude    • How to Build Finance Dashboards with Claud...   📌 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.