2026 · Posts
The posts
Posts on working with Claude, Excel and finance. Each opens full size or as a PDF.
Post · The Board Deck Course
The course on one page: the order of operations, the workbook as the product, the brand sheet, the brief, the audit pass and the monthly rhythm.
Post · Excel with AI
Build the workbook in Cowork, then finish it in Excel with Claude for Excel, for businesses that share their files on OneDrive.
Post · Visual Explainer
The questions the Visual Explainer asks before it builds, and a real run on how an LLM works.
Post · Getting started with AI
Where the research says finance teams get stuck, and four things that worked in my own work, from asking well to starting with one task. The PDF has the detail.
Post · Claude in finance
Six habits I wish I had on my first day with Claude, each one learnt by redoing work Claude had handed me. The PDF explains each one.
Post · SA finance and AI
Three levels of AI use in South African finance teams, from asking AI and pasting the answer to supervising automated workflows, and what holds each level back.
Post · WACC model
Three prompts, a dashboard, and every figure reperformed from the inputs and reconciled back to the workings. Three pages: the cover, the Dashboard tab and the WACC tab.