We are hosting a private live session on Thursday, June 25, at 11:00 AM ET.
What to expect
A live, hands-on session with Joost and JP building financial storytelling workflows in Claude in real time. Open Q&A throughout. Honest discussion of what works and what breaks.
Build a financial story with Claude (LIVE)
JP is a CFO with over 20 years in finance leadership, including CFO and investor relations roles in listed and PE-backed companies across Europe, the US, and Asia. He steps into finance leadership when a company needs it now, through a raise, an exit, or a turnaround. He helps finance teams actually implement AI rather than talk about it.
Joost Vogelezang is a COO who has built, scaled, and exited operations across SaaS, finance, and tech for 30 years. He writes AI COO Office and co-builds finstory.ai. Before that he was a VP at insightsoftware, running a 250-person team across 30,000 customers and 20-plus acquisitions, and co-founded two SaaS companies, both exited.
What JP and Joost will cover
The Claude basics every finance professional needs
Skills for the workflows that compound every month
Projects for persistent finance work with the right files in context
MCP servers for connecting Claude directly to your finance systems
Building the report
How to build a cash flow report in Claude from raw data
Turning the report into a narrative the board can follow
Keeping every number traceable back to source
Connecting to the data
How to connect Claude to an MCP server like NetSuite
Turning live numbers into a board-ready story
Where the CFO stays in control and where the AI does the lifting
Who this is for
CFOs, VPs of Finance, FP&A leaders, controllers, and the operators who sit next to them. Anyone responsible for turning finance data into a story a board will act on.
