AI in Excel and Claude for finance, ft. Paul Barnhurst (live recording)
He built a 3-statement deferred revenue schedule live in Excel using Claude.
Yesterday we ran our Insider Session with Paul Barnhurst.
It was one of the most practical AI-in-finance sessions we have hosted.
Paul built a 3-statement deferred revenue schedule live, in Excel, using Claude. He showed the new Copilot “plan mode” that just shipped. He walked through where AI saves real time in modeling and where it still breaks. He answered every question on the table.
The full recording is now available to Insider Members.
We do not share these recordings publicly. Insider sessions are a small group on purpose. The conversation is open-camera, open-mic, real questions from CFOs and FP&A leaders who do not want their workflows broadcast to the open internet.
That is what makes them work. People ask the questions they would not ask on LinkedIn. Paul answered the questions he would not answer in a public webinar.
The recording stays with the people who were in the room and the Insider Members who paid to be part of this private space.
If you are a paid member and want access to the recording and the next live session, you can upgrade to Insider.
If you are an Insider Member, use the Passcode: ?6BMpqh&
The full recording is below.