Learn Claude Code the way finance people actually work — six interactive modules taught by Claude itself, using realistic Slack threads, inboxes, meeting notes, and a general ledger with problems hidden in it.
No terminal involved. Best for most people.
/plugin marketplace add Till-CFO/finance-engineer-course /plugin install finance-engineer-course@finance-engineer-course /start-1-1
If you're comfortable in one (or curious).
claude in a terminal to confirm it runs.claude.New to terminals? There's a step-by-step walkthrough — about 5 minutes, written for people who've never opened one.
The course is identical on both paths — it adapts its instructions to where you're running it.
| Module | What you'll do | Time |
|---|---|---|
| 1Your First Day | Turn a messy Slack thread into action items; rescue a bad client email | ~20 min |
| 2Communications Superpower | Triage an inbox; draft replies in your own voice | ~25 min |
| 3Meeting Machine | Prep briefs from thin invites; turn raw notes into decisions and owners | ~25 min |
| 4Your Daily Patterns | Triage a realistic task list: do, delegate, defer, drop | ~30 min |
| 5Build Your OS | The capstone: your own workspace, memory file, writing voice, first connected tool | ~40 min |
| 6The Finance Lens | Run an open-ended analysis on a general ledger — and watch Claude find what's hidden in it | ~25 min |
| +Going Deeper | Shortcuts, custom helpers, and where to take it next | self-paced |
/gl-review — a real, reusable skillA first-pass general ledger review you can run on actual work: duplicates, miscodings, revenue-recognition flags, unexplained spikes — ranked, with client-ready questions. It's the Module 6 exercise, productized.
A catalog of the patterns the Till CFO team runs internally — morning briefs, close checklists, reconciliation helpers, delegation trackers — as inspiration for what you build after Module 5.
Every company and person in the course scenarios — Meridian Finance Partners, Brightline Ventures, and everyone who works there — is fictional, so you can practice on realistic material without anyone's real data.