Course recordings · September 2026 cohort · Self-paced

Claude AI for finance.

4 sessions 10 hours Watch in the Learning Hub 30 days of access

Every month-end, 2B reconciliation and MIS pack you still do by hand is the price of not starting. The live cohort is over; the recording is the way in right now. The September 2026 cohort, recorded in full: chat and Projects, Artifacts, Skills, Claude Code, Cowork and Routines, each one put to work on a trial balance, an MIS pack, a bank statement, a board note. For CAs, finance managers, analysts and consultants. No coding background needed.

Fee · one payment · all inclusive
₹1,999 the full course, recorded
all four sessions plus the course folder
Available now
Access for 30 days from purchase
Everything plays inside your Learning Hub. Pay, sign in at aiwithminal.com/account with the same email, and all four sessions play right there with the course folder beside them. No links to chase. The 30 days start the day you pay, so buy it the week you can give it a few evenings. Get the recordings
4sessions, recorded
10hours of course
30days of access
0setup · plays in your browser
ProjectsArtifactsClaude CodeCoworkSkillsRoutinesYour AI Employee ProjectsArtifactsClaude CodeCoworkSkillsRoutinesYour AI Employee
The promise

Most people have used Claude as a chat box and stopped there. Ten hours later you have a Project that remembers the client, a Skill that does the repeat job and a Routine that runs without you.

What is inside · 4 recorded sessions · about 10 hours

Part 1:
master the machine.

Session 1 The Claude Power Stack

R·C·D·F prompting, trial balance to board note, and your first Project. What Claude can really do for finance work, and how to brief it the way a senior partner briefs a team.

01
The Full Arsenal

Chat, Projects, Artifacts, Skills, file analysis, web search. What to use when, and what 95% of users never discover.

02
The Finance Prompting Framework

Role, context, data, format: make Claude think like a senior partner, not an intern.

03
On screen: P&L to Board Note

A trial balance analysed with variance commentary, and a 60-page audit report compressed to one page, in minutes.

04
Projects: Your Firm's Brain

SOPs, formats and checklists Claude remembers. Set it up once, benefit every day.

Session 2 Data, Documents and Deep Analysis

Messy exports to an MIS pack, documents that answer back, and your first Skill. Your messiest real-world inputs in, clean, audit-ready outputs out.

01
Messy Excel to Clean Insight

TB cleanup, ratio analysis and full MIS packs from raw exports.

02
PDFs That Talk Back

Bank statements, invoices and contracts to structured summaries with key clauses, dates and risks extracted.

03
Extended Thinking

Multi-document analysis: compare financial statements across years and entities like a pro reviewer.

04
Your Skills Library

Teach Claude your reconciliation logic and month-end drill once, reuse it every month.

Part 2:
build and automate.

Session 3 Artifacts and Claude Code

Dashboards and calculators described into existence, and an agent on your files. Stop asking for answers and start building tools, without writing a line of code.

01
Artifacts Deep Dive

Live dashboards, calculators and mini-apps born from a plain-English description.

02
On screen: Financial Dashboard

Raw data in, interactive dashboard out, built step by step so you can pause and follow.

03
Enter Claude Code

The agent that works on your actual files, Excel sheets and folders. Watch it clean a folder of client files and draft the report.

04
Client-Ready Tools

Tax and EMI calculators you can share with clients the same day.

Session 4 Cowork, Routines and the Capstone

Delegate whole deliverables, put work on a schedule, assemble it all. The finale: schedule Claude to work while you sleep, and build your own AI finance employee.

01
Claude Cowork

Delegate whole tasks, not questions. Watch multi-step finance work run end to end.

02
Routines: Work While You Sleep

Daily MIS, compliance calendars, monthly RPT summaries, on autopilot.

03
Loops and Agents

Set a goal, let Claude iterate until the job is done. Plus data privacy and professional ethics: what to never share.

04
Capstone: Your AI Employee

Follow along and build your own finance assistant, then keep it. Every prompt from the course sits in the folder.

What you get
10 hours of recorded sessions

The September 2026 cohort, all four sessions, every step on screen. Watch in order, or open Session 2 the night before a messy TB lands on your desk.

Watch in the Learning Hub

Sign in at aiwithminal.com/account with the email you paid with. The sessions play inside the page, with the course folder beside them. No links, nothing to download.

30 days of access

Counted from the date of purchase, and the hub shows the exact end date on the course card. Start when you can give it a week of evenings. Do not buy it to sit on it.

The full course folder

Every dataset, prompt, answer key and handout the live batch worked with, session by session. Open the file, pause the video, do the step on your own screen.

Your own AI employee

The capstone assistant you build in Session 4 lives in your own Claude account, so it keeps working long after the 30 days of video access end.

Community access

The AiM WhatsApp community for questions as you work through the sessions.

Who this is for

Finance brains.
AI hands.

Chartered Accountants

The trial balance cleanup, the audit note, the client letter, the working papers. You will do each of them again this quarter. The question is whether Claude does the first draft.

Finance teams

Month-end close, the 2B reconciliation, the MIS pack, the compliance calendar. Routines put the repeat ones on a schedule. Skills turn the rest into a one-line brief.

Analysts and consultants

Multi-year statement comparison, the dashboard the client asked for, the calculator you share the same day. Built by you, without a developer.

The tool

The course works in Claude end to end. A paid Claude plan is recommended to follow along with everything, including Claude Code and Cowork.

Your work

Use the datasets in the course folder, or bring the TB, MIS or contract that is on your desk this week. Pause the video, do the step, play on.

The basics

A laptop with Chrome, and the email you paid with to sign in. No coding background needed.

Queries?

Email hello@aiwithminal.com or WhatsApp Minal at +91 95277 99501.

Before you ask

FAQ's.

I am not technical. Is this course for me?

Yes. It is built for finance professionals, not programmers. You never write code: you describe the job in plain English, the way you would brief a junior, and Claude does it. Every brief used in the course sits in the folder, so you start from a working example, not a blank box.

Where do I watch the recordings?

Inside your Learning Hub at aiwithminal.com/account. After payment, sign in with the same email you used to pay. The course appears on its own, and all four sessions play right there in the page, with the course folder beside them. You do not receive video links or files; everything lives in the hub.

How long do I get access?

30 days from the date of purchase, and the hub shows the exact end date on the course card. Buy it when you can give it a week of evenings, not to hold for later. If you need longer, write to hello@aiwithminal.com and we will sort it out.

Will I get a link by email?

You get a confirmation email with your payment reference and the sign-in steps. The sessions themselves are not sent as links. They play inside your Learning Hub, so there is nothing to download and nothing that can expire in your inbox.

Do I need a paid Claude plan?

A paid plan (Claude Pro) is recommended to follow along with everything, including Claude Code and Cowork. You can work through the course on the free plan and still take away the majority of it.

What does the Rs 1,999 cover?

Everything. All four recorded sessions, the full course folder of datasets, prompts, answer keys and handouts, and 30 days of access in your Learning Hub. There is no part two to buy and nothing held back for an upsell.

Is this the same as the live course?

Yes. These are the recordings of the September 2026 live cohort, complete and unedited for content, with the same material the live batch worked with. What you do not get is a seat in the room, so there is no live question and answer. You start the day you pay and watch when it suits you.

I already use Claude or ChatGPT. What is new here?

Most people type into the chat box and stop there. The course is about the rest of the stack: a Project that holds the client's SOPs and formats so you stop re-explaining them, a Skill that runs your month-end drill the same way every month, an Artifact that turns a dataset into a dashboard, Claude Code working on the actual folder, and a Routine that runs on a schedule without you. If you are not doing those yet, that is the gap the ten hours close.

Can I get a refund or share my access?

The fee is non-refundable. Access is personal and non-transferable: it is matched to the email you pay with, and that is the email you sign in with.

I have another question.

Email hello@aiwithminal.com or WhatsApp Minal directly at +91 95277 99501. Real answers, fast.

Course recordings · ₹1,999 · Self-paced

Start before
the next month-end.

October to March is the heaviest stretch of the finance calendar. Every trial balance cleanup, 2B reconciliation, MIS pack and board note you do by hand between now and then is the cost of not starting. The recording is ₹1,999, one payment, 30 days of access from purchase.

₹1,999 one payment, nothing held back
4 sessions, the course folder, 30 days of access
01PayName, email and phone below, then Razorpay. Two minutes, no account needed to buy.
02Sign inSign in at aiwithminal.com/account with the same email. The course appears on its own, no link to wait for.
03WatchAll four sessions play inside your Learning Hub, with the course folder beside them. The 30 days run from purchase, so start tonight.

Your access is matched to the email you enter here, so use one you can sign in with. After payment, sign in at aiwithminal.com/account and the course appears in your Learning Hub. Access runs for 30 days from purchase. Secure payment via Razorpay (UPI, cards, netbanking). Access is personal and non-transferable, and the fee is non-refundable.

Questions before you buy? Email hello@aiwithminal.com or WhatsApp Minal: +91 95277 99501