video1.0<iframe src="https://www.loom.com/embed/36ca839f673e4cd2918fcae655b0906f" frameborder="0" width="1670" height="1252" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12521670Loomhttps://www.loom.com12521670https://cdn.loom.com/sessions/thumbnails/36ca839f673e4cd2918fcae655b0906f-49930ca383476963.gif917.212In this video, I demonstrate how to use Claude in Excel, a powerful tool now available to all Pro plan users, to create an income statement and an operational summary for 2025. I walk through the setup process, including adding the Claude add-in and selecting the Opus 4.5 model for complex tasks. I also emphasize the importance of reconciling the income statement with the general ledger and creating a pivot table for accuracy. Finally, I request viewers to consider how the insights generated can improve operational results moving forward, particularly for the CEO's executive summary.