How to Use Claude for B2B SaaS Accounting [Free Masterclass]

What You'll See

• How to build a SaaS revenue forecast in Excel without writing a single formula. Change the price, the growth rate, or the churn and watch the full model update in seconds.
• What happens when AI reads your contracts for you. See how a Claude skill extracts revenue recognition data from PDF contracts, applies ASC 606 logic, and outputs a clean table. The work that takes your team a full day, done in minutes.
• How to go from a messy folder of invoices to a completed bank reconciliation. Watch Claude Co-work organize invoices by month and currency, match them against a bank statement, and flag the exceptions.
• How to forecast financial statements from a SaaS pricing model. Start with your subscription revenue, layer in headcount costs and cash flow, and generate a 24-month outlook — all using Claude inside Excel.

Meet Your Host

Nicolas Boucher (Founder @ AI Finance Club)

The #1 AI in Finance influencer. 15 years in corporate finance at PwC and Thales. Has trained 10,000+ finance professionals at companies including KPMG, Mercedes-Benz, Siemens, and Carlsberg. His mission: help finance pros thrive in the era of AI.

Background:

• 15 years in corporate finance at PwC and Thales
• Trained 10,000+ finance professionals globally
• Worked with teams at KPMG, Mercedes-Benz, Siemens, Carlsberg
• #1 AI in Finance influencer

Who Should Attend

Controllers, revenue accountants, and senior accountants at B2B SaaS companies who are:

• Trying to close month-end books faster
• Working with complex contracts (usage-based pricing, hybrid models, multi-element arrangements)
• Currently using Excel for rev rec, reconciliation, or forecasting
• Curious about using Claude for day-to-day accounting tasks

About This Session

You didn't study accounting to copy-paste data between spreadsheets.

You did it to understand the business. To spot what others miss. To walk into a meeting and say "here's what the numbers are telling us" — and have people listen.

But right now, the close takes everything you've got. By the time you're done wrestling with rev rec, reconciling invoices, and writing variance commentary nobody reads, there's no time left for the work that gets you promoted.

And it's getting harder. Your sales team keeps closing deals with custom pricing. Every new contract is a puzzle. ASC 606 turned judgment calls into compliance risk. And the spreadsheets just keep multiplying.

This masterclass shows you how to use Claude to solve this. You'll see live Claude use cases that handle the mechanical parts of your job, so you can spend your time on the parts that require a human brain.

This isn't about replacing you — it's about freeing you up to do the work you were hired to do.

Whether you want to close faster, forecast with more confidence, or just have time to think before the next board meeting — this is the most practical hour you'll spend on Claude this month.

FAQ

Q: Will this be recorded?

A: Yes! All registrants receive the recording + slides within 24 hours.

Q: Can I ask questions during the webinar?

A: Absolutely. Live Q&A session + chat throughout.

Q: Will I be pitched/sold to?

A: This is educational content. No sales pitch.

Q: Do I need to be a Claude user already?

A: No prior experience needed. We'll walk through everything step by step.