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🚀 AI Finance Mastery is coming soon: Join the waitlist to get access to the lowest price we’ll ever offer, plus entry into our launch giveaway: https://viewlink.io/waitlist21 In this video, I show how to build a complete AI finance team in Claude that replaces disconnected prompts with a structured, role-based system. Instead of running separate chats for each financial task and losing context every time, I break down how to create a setup where multiple finance roles operate independently while staying fully aligned through shared context and standardized logic. This allows your outputs to stay consistent, reusable, and connected across your entire workflow. You’ll learn how to build an end-to-end finance system using Claude, starting with setting up a structured project environment, defining role-based instruction files, and organizing shared company context, assumptions, and time references. I walk through how to create key finance roles like Revenue Operations, Financial Control, FP&A, and Reporting, and how they pass data between each other to simulate a real finance function. Then I show how to coordinate the entire team with a single workflow file and generate presentation-ready outputs automatically. The result is a scalable AI finance system in Claude that turns raw data into structured reports and executive-ready presentations without rebuilding your workflow each time. 👉 Join the free community (Free Prompts & Resources): https://viewlink.io/community18 🤖 *Let us automate your finance operations with AI:* https://viewlink.io/automation53 📩 *Contact* [email protected] 💡 *Watch These Next* 🎥 How to use Claude For Finance https://youtu.be/qLDwThdc3WQ 🎥 How I Use Claude to Automate Financial Modeling https://youtu.be/PPuRhv4I058 🎥 How to Build Finance Dashboards with Claude https://youtu.be/2hyQmaxmN2g 📌 *Timestamps* 00:00 I Built an Entire AI Finance Team With Claude 01:15 Setting Up The Project 03:58 Building The First Role 07:17 Building The Rest Of The Team 10:20 Coordinating The Team End-to-End 13:41 From Analysis To Presentation Disclaimer: This content is provided for educational and informational purposes only and should not be relied upon as professional advice for your specific circumstances. AI-generated outputs can contain errors or inaccuracies and should always be independently reviewed and validated before being used in professional finance work or decision-making. Luke Finance is an AI for Finance education and implementation brand operated by ViewLink.

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