INTRODUCE YOUR EMAIL TO RECEIVE IT
FREE COURSE
7-day email course AI for Finance
One email a day, no filler. Each day, one idea or one tool you can put to work in your finance team that same week.
DC
Don CFO
Hi there,
Seven days in, you turn one-off prompts into a repeatable workflow your team can run.
⌥
monthly-reporting.workflow
TEMPLATE INCLUDED
1
Raw data
CSV · ERP · invoices
2
Claude agent
clean · reconcile
3
Human review
validate · sign-off
4
Board pack
report · commentary
↧
expense-analysis-template.md
7 emails. One a day. Built for a busy CFO.
The mindset shift
Day 1 · Don CFO
Emails → executive report
Day 2 · Don CFO
Excel without VLOOKUPs
Day 3 · Don CFO
Forecasting & scenarios
Day 4 · Don CFO
Reconciliations & checks
Day 5 · Don CFO
Policy, compliance & audit
Day 6 · Don CFO
Your first finance workflow
Day 7 · Don CFO
Your first finance workflow
Day 7 · Don CFO
Policy, compliance & audit
Day 6 · Don CFO
Reconciliations & checks
Day 5 · Don CFO
Forecasting & scenarios
Day 4 · Don CFO
Excel without VLOOKUPs
Day 3 · Don CFO
Emails → executive report
Day 2 · Don CFO
The mindset shift
Day 1 · Don CFO
HOW IT WORKS
Three steps, zero fluff
01
Drop your email
Takes 5 seconds. Day 1 lands in your inbox right away.
02
One email a day, 7 days
~10 minutes each — one idea, one workflow, no filler.
03
Apply it that week
Every lesson ends with a hands-on exercise on real numbers.
INSIDE THE COURSE
See what lands in your inbox
A real day from the course — no fluff, straight to a workflow you can put to work.
DC
Don CFO
to you · Day 3 of 7
LESSON 3 / 7
Day 3 — Excel analysis without dying in VLOOKUPs
Hi there,
You know the export: thousands of rows, half of them miscoded. Today Claude becomes the analyst who actually reads it for you — and explains what’s going on, in plain English.
⌥
expense-analysis.workflow
TEMPLATE INCLUDED
Every day ships a copy-paste template like this — the full prompt, the flow and the human checks.
YOUR 10-MINUTE EXERCISE
Paste your expense or invoice table and ask Claude for: a clean summary, the top 5 variances vs. last month, the drivers behind them, values that look wrong, and the questions to take to your team.
CLAUDE’S ANSWER — PREVIEW
Marketing
+€42k
Travel
−€9k
Software
+€6k
⚠ 5 rows flagged as likely coding errors
↧
expense-analysis-template.md
3.2 KB · ready to copy-paste
Everything you’ll get across the 7 days
One email a day for a week. Each one hands you a concrete Claude workflow for finance — reporting, Excel analysis, forecasting, close and compliance checks — you can apply that same week.
1
Day 1 · The mindset shift
Claude as a junior analyst, not a chatbot — what to delegate, what to keep in control.
YOU BUILD
your base finance prompt
2
Day 2 · Emails → executive report
Consolidate scattered reporting; make every number traceable to its source.
YOU BUILD
a board-ready report
3
Day 3 · Excel, no VLOOKUPs
Turn a messy export into a summary, top drivers and the errors to fix.
YOU BUILD
insights from raw data
4
Day 4 · Forecasting & scenarios
Base, upside and downside with documented assumptions, ready for leadership.
YOU BUILD
a defensible forecast
5
Day 5 · Accounting review
Reconciliations, unexplained items and a month-end close checklist.
YOU BUILD
a close checklist
6
Day 6 · Policy, compliance & audit
Use AI safely — anonymize, set limits and prepare audit evidence.
YOU BUILD
an audit-ready review
7
Day 7 · Your first finance workflow
Input → analysis → validation → output → control, documented for your team.
YOU BUILD
a repeatable workflow
WHO’S BEHIND THIS
Built by people who live finance + AI
Lauro Plaza
WHY NOW
The finance teams adopting AI now will run circles around the ones that wait.
The repetitive part of reporting, reconciliation and analysis is already automatable. This is the fastest way to get your team there — without the hype.
An email-to-report flow — every number traceable to its source.
A forecast you can defend: base / upside / downside with clear assumptions.
A month-end review checklist — and your first repeatable finance workflow.
Concrete tools you can put to work the same week — not just theory
Is this for you?
You lead finance (CFO, controller, FP&A) and need a simple way in.
Seven short emails that change how finance works with AI
7
emails · one a day
~10 min
a day, no filler
0€
free, no spam
What finance leaders say
“I automated our monthly variance analysis in an afternoon. It paid for itself by day 3.”
Elena Ruiz
CFO · SaaS scale-up
“Finally an AI course that speaks finance, not generic prompts. My whole team is doing it.”
Marc Vidal
Finance Director · Manufacturing
“The board-pack email alone saves me a full day every month.”
Sara Nolan
Controller · Fintech
Start the free 7-day course today.
When the 7 days end, you keep one finance-AI idea a week — free — with the Don CFO newsletter.
One email a day. Unsubscribe anytime.
Questions we get all the time
Is the course really free?
Yes, completely. Seven emails, one a day, at no cost. Enter your email and the first one lands in your inbox right away.
Who is it for?
CFOs, finance directors, controllers and FP&A leads who want to apply AI to real finance work. No technical background needed.
How much time does it take?
About 10 minutes a day. Each email gives you one idea or one tool you can put to work that same week.
Do I need to be technical or know how to code?
No. Everything is explained in plain language, with concrete steps you can follow on the tools you already use.
What will I be able to do by the end?
By day 7 you'll turn messy emails and Excel exports into clean reports, build forecast scenarios, run accounting and compliance checks, and design your first repeatable finance workflow.
What if I already use ChatGPT or Copilot?
Perfect. You will learn which tool fits which finance job, and how to go from one-off prompts to repeatable workflows and agents.