Living guide · Updated regularly
AI for Finance
A finance-specific guide to using ChatGPT and Claude as accelerators while retaining technical understanding, confidentiality and verification.
Coming soonNo payment required during private testing
These pages define the planned resource content. Files will only be marked downloadable once the underlying materials are complete and quality checked.What’s included
- Where ChatGPT and Claude can each help
- Prompt patterns for learning, review and interview practice
- Checking formulas, model logic and public-document summaries
- Hallucination, sourcing and verification controls
- Confidentiality rules and when AI shouldn’t be used
Core principle
Use AI to accelerate the first draft
Verify every factual or numerical output
Never upload confidential deal information
Keep the judgement—and accountability—your own