Course ID: CLAU5

Demystify AI Coding: Build a Useful Finance Tool Without Coding Experience

What if you could turn a recurring spreadsheet problem into a simple tool by describing what it should do? AI has made that possibility more accessible to accounting and finance professionals. This hands-on course shows you how Claude can help write and test code, even if you have never programmed. You’ll compare three ways to work with AI-generated code: ask for a formula or script, build a small artifact, or delegate a larger task to a coding agent. Through finance examples such as data cleansing, reconciliations, and Excel automation, you’ll identify a useful problem and build a simple tool from a plain-English specification. You’ll test it with known answers and learn the documentation, ownership, and review controls needed before an AI-built tool enters a finance process. Why attend? You’ll see what is possible without needing to become a developer, and learn how to judge whether a tool is ready to use. You’ll leave with a working example, a 30-day plan, and a completed personal AI operating model. You can follow along without a paid Claude account; a paid account lets you try more of the features demonstrated. Course outcomes: You’ll be able to spot finance tasks suited to AI coding, describe and test a simple tool, and identify the safeguards required before using it in practice.


Learning Objectives
  • Distinguish among chat-based code help, artifacts, and agentic coding tools such as Claude Code.
  • Identify finance tasks where AI-written code could help, including data cleansing, reconciliations, and Excel automation.
  • Select and use a plain-English specification to build and test a simple tool with Claude.
  • Identify and determine the controls required before using an AI-built tool in a finance process.

Major Topics
  • Understanding AI coding options: Compare help in chat, working artifacts, and agentic tools such as Claude Code.
  • Building for finance work: Identify useful cases and create a simple tool from a clear specification and test data.
  • Controlling what you build: Document the tool, test known results, assign an owner, manage versions, and arrange review.

Advanced Preparations

None


Who Should Attend

Finance and accounting professionals who want to expand their skills with AI in general and Claude in particular


Fields of Study
Information Technology

Prerequisites

None


Provider
Business Learning Institute

CPE Credits
1.0

Level
Basic

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: or team@blionline.org
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