Claude for Finance | Thursday, May 14, 2026 at 2pm ET
🚨 Free Live Workshop for Finance Leaders, Controllers, and CFOs 🚨
How to Build 3 Board Ready Finance Dashboards in Under 10 Minutes Each Using Claude (Even If Your AI Experience Stops at ChatGPT for Email Drafts)
Most finance teams skip dashboards because they take days. I'll show you how to build three board ready ones in minutes using Claude, then send you the exact prompts so you can recreate them on your own data the same week.
365d
24h
60m
60s
Thursday, May 14 at 2pm ET. 100% free. No credit card.
YOURS FREE WHEN YOU REGISTER
Every registrant gets the full bundle below. You don't have to attend live to receive any of it.
Plus, also yours when you register:
The full webinar recording
The exact prompts I use to build all three dashboards
The 4 Principle Prompting Framework
The free Prompt Library skill that writes your prompts for you
WHAT YOU'LL LEARN
#1 How to Build a Live AR Aging Dashboard That Tracks DSO, Aging Buckets, and Customer Risk
Aging at Current, 1 to 30, 31 to 60, 61 to 90, and 90+. DSO trend across 12 months. Customer concentration flags so you spot risk before it bites. I'll prompt the whole thing live.
#2 How to Build a Period Comparison Dashboard With a Dropdown That Updates Everything in Real Time
Pick this month, last month, Q3, YTD, or TTM from a dropdown. Watch every number, delta, and conditional format update on the fly. Claude wrote 1,488 formulas for this build in under 4 minutes.
#3 How to Build a 16 Metric Branded KPI Dashboard in Under 4 Minutes
Revenue, margin, cash, AR, OPEX, debt, all dynamic, all pulling from a single source tab, all color matched to your company logo. I'll prompt the entire build live so you can see every step.
#4 The 4 Prompting Principles That Separate Useful Output From Garbage
Four rules I follow every single time I prompt Claude on finance work. Skip any one of them and you waste an afternoon. Follow all four and the output is clean enough to send straight to your board.
#5 A Free Prompt Library Skill That Writes Your Prompts For You
I built a small Claude skill that turns a rough idea into a production ready finance prompt in seconds. Every registrant gets it free, whether you make the live session or not.
Thursday, May 14 at 2pm ET. 100% free. No credit card.
Meet Your Instructors
Josh Aharonoff, CPA | Microsoft MVP | Founder of Mighty Digits, Your CFO Guy, and Model Wiz
I'm a CPA, a Microsoft MVP, and the founder of three companies in finance and accounting. Mighty Digits is the fractional CFO firm I started in 2018. It runs at 7 figures, employs more than 15 full time team members, and serves 35 to 40 startup clients at any given time. We've worked with companies like Eight Sleep and Chili Piper, and our clients have collectively raised over $400M.
On the side, I run Your CFO Guy. About 500,000 finance professionals follow me on LinkedIn. Another 50,000 watch on YouTube. Around 90,000 read my daily newsletter where the open rate sits around 35%. My third business, Model Wiz, is the product I'm building for finance teams who want better tooling without a 6 figure BI contract.
I'm not going to talk about Claude in theory on this one. I'll prompt it live, build all three dashboards in front of you, narrate every gotcha I've already hit so you don't have to, and hand you the prompts to run on your own data the same week.
This Is For You If...
Not For You If...
✅ You're a finance leader, controller, or CFO who reports to a CEO, board, or investors
✅ You want to actually use Claude on real finance work, not just experiment with it on the weekend
✅ You're sick of choosing between building dashboards and doing analysis
✅ You want board ready output, not a hobby project that breaks the moment your data changes
✅ You'd rather watch me prompt Claude live than read another 4,000 word LinkedIn post about AI
✅ You want to leave with three working dashboards and the prompts to recreate them on your own data
❌ You want a high level "state of AI" overview. We're building dashboards live, not theorizing
❌ You don't work in finance, FP&A, accounting, or controllership. The examples won't translate
❌ You expect Claude to handle your job without you ever learning how to prompt it well
❌ You're already running flawless AI dashboards every week. You'd be bored
Thursday, May 14 at 2pm ET. 100% free. No credit card.
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