Free e-book
The model isn't the problem.
Your context is.
A working guide to running Claude in a finance function, and how to feed it governed, traceable numbers so a demo becomes a deployment.
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What you'll learn
Four moves that separate a demo from a deployment
Every surface, model, and prompt in this guide points at one thing: getting Claude to reason over numbers you can actually stand behind.
01
Match the model to the job
Route Fable, Opus, Sonnet, and Haiku by blast radius, so a wrong answer never costs more than it should. Model selection is a resourcing decision, not a default.
02
Prompt like an analyst
The four-part briefing discipline: deliverable, context, definitions, assumptions shown. It turns a senior-level reasoner into senior-level output.
03
Build a real context layer
The four-stage curve from pasted CSVs to a governed semantic layer any model can query live, with a number, its meaning, and its provenance attached.
04
Make it finance-grade
Traceability, access control, review gates, and killing shadow data before it spreads. None of it needs a perfect model, it needs honest architecture around one.
INSIDE THE E-BOOK
Nine chapters, one workflow you can build
The Claude Stack, Explained for Finance
Claude.ai, Cowork, Claude in Excel, Claude Code, the API, and which surface fits which job.
The Model Lineup, and How to Pick
Fable, Opus, Sonnet, Haiku, and routing work by blast radius instead of reaching for the biggest model.
Context Engineering, or Prompting Like an Analyst
The briefing discipline that separates senior output from intern output.
From Pasted Context to a Context Layer
The four-stage maturity curve, from pasted CSVs to a governed semantic layer.
MCP: The Wire Between Model and Layer
How Claude queries your numbers live, with lineage attached.
Workflows That Work Today
Five builds with the full recipe: model, surface, and context source.
Buying FP&A Software in the AI Era
Why the walled suite lost, and the headless scorecard to buy by.
Governance: What Makes AI Finance-Grade
Traceability, access control, review gates, and killing shadow data.
The AI-Native Finance Function
Where finance goes when assembly is free and judgment is the job.
The model you choose matters less than the context you feed it.
Cube · Claude for FP&A
Who's behind it
Written by the team building the layer
Built by a three-time CFO, Cube unifies actuals, plans, and scenarios with shared definitions, access controls, and lineage that traces every insight to the source. So the numbers your team, your models, and your board rely on are current, consistent, and provable.
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Get Claude for FP&A
The surfaces, the models, the prompting craft, and the context layer that turns a great reasoner into a reliable one. Yours in one download.