How To Use Claude Skills For Finance Like a PRO (2026)

Summary

The video demonstrates how Claude Skills can automate a finance workflow, transforming raw employee credit-card statements into a cleaned Excel file, an interactive dashboard, and a branded PowerPoint presentation.

Workflow and Features Demonstrated

1. Clean and consolidate data in Excel: Claude combines statement tabs into one table, removes unnecessary rows and columns, and keeps the date, description, and amount. It also adds context identifying the company and cardholder.
2. Create reusable Skills: The presenter turns the cleanup workflow into a Skill called “data cleaning,” which can be saved and triggered for similar requests.
3. Apply consistent branding: A separate branding Skill is created from company guidelines or examples. It can be used for dashboards and presentations, with additional instructions for elements such as KPIs and drill-downs.
4. Build a dynamic dashboard: Claude creates a self-contained HTML dashboard with requested filters, charts, and analysis. The example includes spending categories, daily trends, large transactions, and cardholder-level drill-downs. The finished dashboard is then saved as a reusable Skill.
5. Prepare a presentation: Claude uses the cleaned data to create a board-meeting PowerPoint presentation, applying the branding Skill.
6. Combine Skills into a “super skill”: A final Skill sequences the steps: clean the data, build the dashboard, and create the presentation. In the demonstration, the prompt “credit card report cycle” triggers the workflow and produces all three deliverables.

Guide or Tutorial

The video is a hands-on tutorial showing how to build and save each Skill, specify when it should trigger, define expected outputs, and combine multiple Skills into an end-to-end workflow. It also emphasizes using a completed example as a reference standard and requesting verification and consistent outputs.

Main Speaker and Source

• Presenter: Nicolas Boucher, from the Nicolas Boucher YouTube channel.