Claude for CFOs (Paperback)

Claude for CFOs
A practical guide for CFOs and finance directors
Rodrigo Alonso — Lideratur Editorial

Artificial Intelligence is no longer a promise for the future of finance departments: used well, it's the tool that turns hours of month-end close into minutes, scattered spreadsheets into dashboards that update themselves, and gut-feel decisions into data-driven ones.

Claude for CFOs is the hands-on manual you needed to make that leap. This isn't a book about AI in the abstract — it's a working guide, written by and for finance professionals, that walks you through, chapter by chapter, prompt by prompt, from your first Claude-generated report to building a financial AI committee inside your own organization.

Through the case of Vantek, a fictional company that runs through the whole book, you'll follow Elena (CFO) and Rubén (CIO) as they face the same challenges you do: dashboards that are never up to date, KPIs nobody quite trusts, committees asking for reports "yesterday," and teams that don't know where to start with AI.

What you'll find in this book

• 27 chapters organized into 5 parts, with a progressive arc: from the fundamentals of AI applied to finance through to advanced process automation and data governance.
• Step-by-step financial dashboards and KPIs: how to design, automate, and present them with Claude, with the formulas and criteria behind every indicator explained plainly.
• A ready-to-use prompt library (Appendix A), built for real finance-department tasks: variance analysis, committee reports, projections, communicating with auditors, and much more.
• Reference financial KPI formulas (Appendix B) and Claude commands (Appendix C) as a quick-lookup cheat sheet.
• The Vantek case, present in every chapter through clearly marked boxes that translate each concept into a recognizable real-company situation
• Warning boxes and prompt boxes in every chapter, plus an FAQ that anticipates the questions that come up when applying what you've learned day to day.
• "The Ten Costliest Mistakes" when implementing AI in finance (Appendix G) — so you don't have to learn them the hard way
• A maturity self-assessment (Appendix H) to know exactly where your organization stands and which chapter to apply first
• Role-based use cases (Appendix F): controller, treasurer, analyst, CFO, CIO — each with its own entry point.

Who is this book for?

• CFOs, finance directors, and controllers who want to lead their department's digital transformation without depending on an external technical team.
• IT leaders and CIOs who work alongside finance and need to understand the department's language and priorities.
• Financial analysts and reporting leads who prepare dashboards and reports on a recurring basis.
• General managers and small-business owners who want to understand what AI can really do for their company's finances, without hype or unnecessary jargon.
• Students and professionals in training looking for a rigorous, applied introduction to the intersection of finance and Artificial Intelligence.

No prior AI experience or coding knowledge required: every prompt and example is designed to copy, adapt, and use from day one.

What you'll walk away with

• A working financial dashboard, built on your own data and automated with Claude.
• A personal library of tested financial prompts, so you never start from scratch the next time you need a report.
• A clear framework for calculating, interpreting, and presenting the financial KPIs that actually matter in your organization.
• A financial AI maturity roadmap, with concrete steps to take your team from where it stands today to the next level.
• The confidence to raise — and lead — the conversation about AI at your company's next finance committee meeting.