How to Build a Finance AI Agent with Claude (Full Tutorial)
From the video description
In this video, I show how to build an autonomous AI finance agent with Claude that continuously operates like a real FP&A workflow instead of a temporary chatbot session. Rather than manually uploading financial reports every month and rebuilding the same analysis from scratch, this system continuously monitors reporting folders, detects new monthly P&L files automatically, tracks changes across reporting periods, identifies operational risks and profitability shifts, and generates CFO-ready financial analysis completely on its own. I walk through the full architecture including Claude managed agents, Google Drive, Gmail, Zapier MCP integrations, persistent tracking systems, and the…
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Video by Luke Finance, played through YouTube.
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