Real-life guidance without the hype, the rigour of our profession intact, and a direct line to practitioners who do this work every day. Free to join, on Skool.
AI is the biggest change to our profession in a generation, and most of what is written about it is either hype or fear. Neither helps you do Tuesday's work. The Circle exists so finance people can learn this the way our profession learns everything else: from practitioners, with evidence, holding the standard.
What is shared here comes from real client work: what worked, what failed, and what it actually took. No demos built for applause, no doom, no miracle prompts.
Numbers that reconcile, work you can defend, judgement that stays with the professional. AI changes how the work gets done, not the standard it is done to.
Most finance people have no idea whether they are ahead or behind, because nobody publishes what they actually do. Here you see what other teams have tried, what it cost them, and what they would not repeat. That context is hard to get anywhere else.
Detailed video walkthroughs of real finance tasks in Claude, from setting it up properly to building models and board packs, inside the community so you can follow along.
Regular sessions on real finance work with Claude, open to the community.
Prompt guides and worked examples from real client work, written down so you can use them.
AI-in-finance insights, in your inbox, without the noise.
Ask your question in the community and get answers from practising CFOs and other finance people doing the work, not from a chatbot or a comment thread.
CFO or first-year analyst: if you take the craft seriously, you belong here.
The Circle lives on Skool: the video tutorials, the masterclasses, the walkthroughs and handouts, the discussion, all in one place. Create your free account and you are in.
Want more than the community? The Claude Finance Playbook is where we teach the full method, live.