Claude for Excel
In one session, we go from a chaotic spreadsheet to hidden insights in your data — without writing a single line of code.
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1
Opening
Why AI is changing the game for everyday work in Excel.
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2
Data cleanup
Start from an unusable file and turn it into clean data with simple prompts.
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3
Analysis and dashboard
Expense summaries, late-payment detection, automated dashboard with charts.
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4
Recap and Finaxis
Key takeaways, how to go further, and live Q&A.
Tuesday, June 16, 12 p.m.
Your host
Alexandre Bisaillon
CEO of Finaxis · Data and financial systems expert since 2014
« I founded Finaxis to solve a problem I kept seeing in Quebec SMBs: brilliant professionals spending their days copy-pasting data, hunting for errors in Excel files, and chasing receivables. »
« Today, I'm introducing the tool that will change your relationship with Excel. Not in five years. Tomorrow morning. »
The painful reality of modern finance
The numbers speak for themselves. Finance professionals lose enormous amounts of time on tasks AI can finish in seconds.
of finance teams' time is spent on repetitive manual work.
Source: McKinsey Global Institute, 2023
of Excel files used in businesses contain significant errors.
Source: Journal of End User Computing, Raymond R. Panko
per week spent formatting, copying and manually verifying data.
Source: Accenture — Finance 2025 Report
of bank reconciliations in SMBs are still done with zero automation.
Source: CPA Canada — Digital Transformation Survey, 2024
About Finaxis
Finaxis is the AI-powered accounts receivable platform, built in Quebec for the Canadian market — and for any growing business that invoices clients in Canada or Quebec. We provide intelligent AR infrastructure that plugs into your existing accounting system and CRM to orchestrate the entire collection cycle — from smart reminders and multichannel follow-ups (email, SMS, voice) to predictive payment scoring and receivables recovery.