Accounting firm · Sherbrooke
Gagnon Tremblay
Automated expense categorization for more than 200 clients. Close time went from 14 to 5 days.
60% time saved
Presented by Finaxis
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.
Start by installing the official Chrome extension.
Install the Claude Chrome extensionFree · Official Anthropic extension
The solution
Artificial intelligence, right inside your cells
Claude doesn't replace Excel. It augments it. With a smart side panel and the new =CLAUDE() formula, turn hours of work into seconds.
Data cleanup
Standardize formats, extract company names from chaotic transaction descriptions.
Formula creation
Ask "Sum Q3 sales for Quebec" and Claude writes the perfect formula.
Instant analysis
Select a table and ask "What are the top 3 trends this month?"
Batch transformation
Apply complex logic to thousands of rows at once with =CLAUDE().
Smart debugging
A formula returning #REF! or #VALUE!? Claude finds the error and fixes it for you.
Content generation
Write product descriptions, translate SKU lists, or categorize expenses automatically.
Essential prompts for finance pros
Click to reveal a prompt, then copy it directly into Claude.
« Here are my cash inflows and outflows for the last 6 months. Project my cash position for the next 3 months and flag the weeks at risk. »
Avoid overdrafts by anticipating cash dips — no complex financial model required.
« These invoices are 30, 60 and 90 days overdue. Draft a follow-up email tailored to each stage, in a tone that preserves the client relationship. »
Automate AR reminders while adjusting tone based on how overdue the receivable is.
« Write an Excel formula that calculates average DSO per client from my invoice date, payment date and amount for each invoice. »
Measure collection performance client by client — without knowing the DSO formula by heart.
« Here are 200 bank statement rows. Classify each transaction into a category (rent, suppliers, payroll, etc.) and build a summary by category. »
Quickly prep a statement for accounting or a monthly management report.
« Here are my company's quarterly financials. Summarize the 5 key points I should present to leadership. »
Prepare an exec-level presentation without spending hours manually synthesizing the numbers.
« Here are the payment terms of my 8 main suppliers. Rank them from most to least favorable for my working capital. »
Optimize purchasing terms and prioritize negotiations with the highest-impact suppliers.
« Here is my clients' payment history over 12 months. Identify those whose payment delays are gradually worsening and estimate the risk of default. »
Act early on at-risk clients before a receivable becomes uncollectible.
« Generate a VBA macro that auto-refreshes my AR dashboard every time I open the file: total balance, invoices >30 days, collection rate. »
Keep a living AR dashboard without mastering VBA or manually refreshing it.
« There's a $4,200 gap between my general ledger and my bank statement. Here are both transaction lists. Help me pinpoint the source of the difference. »
Speed up bank reconciliations by letting AI compare two datasets line by line.
« If my average payment term goes from 45 to 30 days, what would the impact on my working capital be? Show me 3 scenarios with different assumptions. »
Make credit-policy decisions based on data — no advanced financial model required.
SMB use cases
Your team's daily work, transformed
Each row is a real finance process. See the prompt used, the time before, and the time after.
Bank reconciliation
« Compare the bank statement with the general ledger and flag discrepancies. »
Before
4 hours of manual work
After
15 minutes with Claude
-92%
Budget variance analysis
« Calculate budget vs. actual variances per department and explain variances > 10%. »
Before
2-day report
After
30 minutes with Claude
-88%
Month-end close
« Review adjusting entries and generate the trial balance. »
Before
5 days of work
After
1.5 days with Claude
-70%
Accounts payable management
« Age the invoices (0-30, 31-60, 61-90, 90+) and calculate totals. »
Before
Scattered manual tracking
After
Automated dashboard
-85%
Cash flow projection
« Project cash flow over 13 weeks using the last 6 months of history. »
Before
Brittle complex model
After
Projection in 10 minutes
-80%
Quebec is automating
Local businesses transforming their finance operations.
Law firm · Montreal
Lavoie Dufresne
Uncovered unbilled hours and inconsistencies in client invoices by analyzing thousands of rows in seconds.
$180,000 recovered
Manufacturer · Drummondville
Précision Métal
Early detection of inventory and supplier order errors. Cash flow projections now 98% reliable.
$95,000 in penalties avoided
Connected to your ecosystem
Google Workspace
Microsoft 365
Salesforce
HubSpot
Web search
Local files
The ROI is undeniable
$ 25
K+
Saved per year in average management time
15
h
Freed per week per finance employee
99
.2%
Accuracy on complex data categorization
The cost of doing nothing
Every week you spend formatting cells manually costs your business real money.
Hours lost / week
15 h
Average hourly rate
$65 / h
Weeks per year
50 weeks
Annual loss
$48,750
For a single employee.
Your 7-day action plan
Day 1
Installation
Install the Claude for Excel add-in. Connect your account. Done in 2 minutes.
Day 2
First steps
Try the 3 essential prompts we provide. Watch how fast it processes.
Day 3
Bank reconciliation
Give Claude your worst bank statement. Ask it to clean and categorize.
Day 5
=CLAUDE() formulas
Start using native formulas to analyze entire columns in one shot.
Day 7
Share with the team
Standardize your custom instructions and share them with your finance team.
Best practices and pitfalls to avoid
Get the most out of Claude in Excel from day one.
🎯
Avoid
Vague prompts
"Analyze my file" with no context. Always specify what you're looking for and the expected format.
🔒
Avoid
Unmasked sensitive data
SSNs, personal info — use system instructions to mask them before analysis.
👀
Avoid
Blind trust
AI is a co-pilot, not the captain. Always verify the result, especially at the start.
⚡
Best practice
Short, iterative prompts
Start simple, refine step by step, and save your best prompts in your persistent instructions.
Ready to transform your finance work?
Join the hundreds of Quebec businesses that stopped working on Excel and started making Excel work for them.
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