Tuesday, August 11th @ 12pm ET / 9am PT

Claude Skills for Finance: From One-Off Prompts to Repeatable Workflows

Join Aleph and Rillet for live Claude skill builds, from your first prompt to routines that run on their own.

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Inside the session

Take 10 finance teams today: 9 are using Claude for basic tasks, or not at all. The tenth is doing things the other nine wouldn't believe. The difference comes down to skills: repeatable workflows Claude runs the same way every time, instead of one-off prompts that drift every run.

Albert Gozzi, Co-Founder & CEO at Aleph, and Stephen Hedlund, Head of Finance at Rillet, take the Claude Skills for Finance eBook and make it live. Stephen runs Claude skills inside a real finance workflow, then Albert builds a skill from scratch and connects it to Aleph MCP. One builds while the other runs Q&A, then they swap.

Designed for FP&A leads, controllers, and CFOs who are using Claude for one-off tasks but haven't made anything repeatable yet.

Join in on the discussion to learn:

  • The difference between a prompt, a skill, and a routine, and when each is the right tool
  • What the top 1% of finance teams do differently with Claude
  • The 2-question test for deciding whether a process should become a skill
  • How to have Claude help you build a skill, step by step
  • How to layer small skills into bigger workflows like board pack prep
  • The security and determinism guardrails to set before trusting AI with real numbers
  • Where Claude ends and your deterministic data layer begins

Plus, much more...

Join the webinar

Register to see how finance teams are turning one-off prompts into repeatable Claude skills, with live builds from Aleph and Rillet.

Discover Aleph today

Contact us and learn how Aleph can help you build your one source of truth for financial data
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