The Finance Stack.

Workflow

wrangle & reconcile data (Claude for Excel / code) → model & forecast (Excel + Claude) → report & narrate (Claude for the commentary) → benchmark (Perplexity) → monitor.

Core stack

Claude for Excel · Claude / code execution · Perplexity.

Verdict

spreadsheets plus AI is the killer combo; treat every output as a draft to audit.

Gotchas

never trust AI arithmetic unchecked — audit the formulas; financial data privacy is non-negotiable.