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👉 Use Quadratic for Automated Finance Analysis: https://viewlink.io/claude-quadratic In this video, I show how I built an AI CFO system with Claude that continuously monitors receivables, collection risk, cash flow forecasts, customer concentration exposure, and financial performance without requiring manual analysis. Instead of waiting for finance teams to pull reports and prepare executive summaries, this workflow combines Claude Skills, QuickBooks, and Quadratic to create a complete finance intelligence system that can generate CFO-level reviews on demand. I walk through how to build a reusable AI CFO framework inside Claude, define executive decision-making logic, connect live accounting data, and create a reporting system that focuses on business risks, management priorities, and strategic recommendations rather than simply presenting financial metrics. I also demonstrate how to connect QuickBooks and Quadratic, build an AI finance analyst that automatically monitors receivables and collections every day, create dynamic dashboards for KPI tracking, aging analysis, customer risk rankings, cash collection forecasting, overdue invoice monitoring, and automated CFO alerts. Throughout the tutorial, I show how Claude reviews the analytical outputs, applies executive-level judgment through a custom AI CFO Skill, identifies liquidity and collection risks, challenges unrealistic forecasts, prioritizes management actions, and generates a professional HTML CFO dashboard that transforms raw accounting data into leadership-ready financial intelligence and decision support. 👉 Join AI Finance Mastery: https://viewlink.io/ai-finance-mastery41 💎 *Join the free community* (Free Prompts & Resources): https://viewlink.io/community34 📩 *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 AI CFO That Monitors My Business 24/7 with Claude 01:15 Building the AI CFO framework in Claude 05:28 Setting up QuickBooks and Quadratic 09:03 Building the AI finance analyst inside Quadratic 13:27 Generating the CFO review with Claude 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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