Free Resources & Templates

Download free tools and templates to automate your workflows and build financial models with AI. Follow along with our video tutorials and see the power of Claude AI in action.

Video Tutorial Resources

Get the exact files used in our tutorials. Download the templates, follow along step-by-step, and build your own AI-powered automations.

1

Build Financial Models With Claude AI and OpenAI's Codex

Learn how to build sophisticated financial models using Claude AI and OpenAI's Codex. This tutorial walks you through creating credit facility models from scratch, showing you how to structure complex financial calculations and scenario analysis. Perfect for finance teams looking to automate their modeling workflows.

CLAUDE_Credit_Facility_Model.xlsx

Excel Spreadsheet • 23 KB
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CODEX_Revolver_Term_Loan_Model_Shell.xlsx

Excel Spreadsheet • Model Template
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2

I Automated Expense Tracking in 10 minutes Using Claude AI (Full Walkthrough)

Watch how to build a complete expense tracking automation in just 10 minutes using Claude AI. This full walkthrough demonstrates how to analyze spending patterns, create executive dashboards, and generate actionable insights from raw expense data. See real results with $310K+ in analyzed travel expenses.

navan_expenses_2024_analysis.xlsx

Excel Spreadsheet with Analysis • 122 KB
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navan_dashboard.png

Dashboard Screenshot
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