Claude AI 101 for Accountants: Part 2

<p>We gave AI our messy ERP data, a budget model, and a list of management decisions. Here&#39;s what happened.</p><p>This is Part 2 of our AI series — if you missed Part 1, go watch that first (linked below). </p><p>In this episode, Kevin and Ash take the next step up the AI maturity ladder: from sifting transactions to actually building and updating a full financial model using Claude Projects.</p><p>We walk through a live demo using a fictional cabinet manufacturing business — loading April actuals from an ERP export, rolling the model forward, adding new hires, tweaking revenue assumptions, and generating a three-scenario analysis. </p><p>All from a prompt and a couple of uploaded files.</p><p>In this episode:</p><p>How to set up Claude Projects as a persistent FP&amp;A workspace for a clientWriting guardrails that stop AI from hallucinating financial factsRolling actuals forward and updating a forecast in real timeRunning a sensitivity analysis and three-scenario (downside / base / upside) comparisonGenerating a management dashboard and director talking points — automatically</p>