Josh Aharonoff, CPA

Fractional CFO | Founder & CEO at Mighty Digits | Follow Your CFO Guy for Finance & Accounting tips!

I build tools that make financial reporting effortless — starting with Model Wiz, the Excel-based FP&A platform used by accounting firms, founders, and CFOs. 

I also teach finance and Excel to a community of 400,000+ across YouTube, LinkedIn, and my newsletter. 

When I’m not creating, I work as a fractional CFO helping companies turn their financial data into action.

Check out some helpful resources here:

🔗 www.modelwiz.com - Get beautiful dashboards + forecast right in your excel file

🔗 www.yourcfoguy.com - Learn Finance & Accounting like you’ve never seen before

🔗 www.mightydigits.com - Get hands on support

CEO and Founder

Mighty Digits is a consulting firm specializing in Accounting and Finance services for early stage startups. Services include Financial modeling, Month end Close, AP / AR Management, Payroll, Compliance Filings and more.

I Asked Claude to Build an Excel Dashboard
People keep saying AI can't handle real financial work.

So I gave Claude a prompt to build a department headcount dashboard (Full prompt in the comments)

20 minutes later...

I'm staring at a fully functional dashboard.

→ What I Asked For

A department dashboard where each manager only sees their team's data.

Dropdown selector. Select "Finance" and everything updates.

Auto filtering tables. KPI cards. Cost breakdowns.

→ What Claude Built

Look at the image in the bottom right corner...this is what Claude gave me.

Source table with employees across Finance, Marketing, Sales, Product, Ops.

The dropdown works. Select a department and boom...everything updates.

Filtered table using the FILTER formula. Dynamic arrays that spill based on selection.

KPI cards that calculate automatically from the filtered data.

Cost breakdown by category. Formulas linked properly.

Clean professional structure.

But here's the thing...

→ Then I Made It Mine

The main image shows what happened after a few tweaks.

Brand colors. Some formatting adjustments. A few design touches.

Now it's world class. Presentation ready. Something I could send to executives TODAY.

That's the power here.

Claude handles the heavy technical lifting. The formulas. The structure. The logic.

You bring the polish. The brand. The final touches that make it yours.

→ What Got Me

It understood dynamic arrays and used them correctly.

The FILTER formula isn't basic. Most finance pros spend hours googling tutorials for this.

It structured everything right from the start. No trial and error. No debugging formulas.

The design thinking... KPIs at top, details below, breakdown on side. Exactly how I build them.

→ Here's What I Keep Thinking

My whole career, I've believed Excel is the most important skill in finance.

Still do.

But with tools like this? You can cut the learning curve MASSIVELY.

You don't need months mastering advanced formulas. Skip straight to using them.

Focus on the business know how. What does this dashboard need to show? What decisions will it drive?

If you know WHAT you want and WHY it matters...Claude handles the HOW.

That's not replacement. That's amplification.

→ The Real Shift

If you implement this in your workflow...use it step by step like a coach handling technical execution while you guide strategy...

That's where it gets powerful.

Every finance team rebuilds the same stuff. Headcount dashboards. Budget trackers. Revenue breakdowns.

The repetitive setup? Claude does it in minutes.

You bring the context. The judgment. The customization.

Transform your financial workflows with Claude, get started at https://lnkd.in/efHYM8VD

What dashboard should I build next?

#ClaudePartner

This post is sponsored by Anthropic.

Brand partnership • The Guy Behind the Most Beautiful Dashboards in Finance & Accounting | 450K+ Followers | Founder @ Mighty Digits

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The Battle

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