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How to Build 3 Board-Ready Finance Dashboards in Under 10 Minutes Using Claude

Turn Raw Finance Data Into Executive-Ready Dashboards Faster With AI

Most finance teams avoid building dashboards because they’re time-consuming, formula-heavy, and impossible to maintain. In this live webinar, Josh Aharonoff, CPA — Founder of Mighty Digits, Your CFO Guy, and Model Wiz — shows finance leaders how to use Claude to build dynamic, board-ready dashboards in minutes instead of days.

You’ll watch Josh build real dashboards live, prompt-by-prompt, using practical workflows finance teams can immediately apply across AR reporting, KPI tracking, forecasting, and executive reporting.

Whether your AI experience starts and stops with ChatGPT email drafts or you’re already experimenting with automation, this session will show you how to turn AI into a true finance productivity engine.

About the Presenter

Josh Landing Page Photo

Josh Aharonoff is a CPA and the Founder of Mighty Digits, Your CFO Guy, and Model Wiz. He specializes in helping finance professionals modernize reporting, forecasting, and operational workflows using AI-powered systems and automation.

This webinar is presented in partnership with Paystand to help finance leaders explore practical ways AI can transform financial operations and reporting efficiency.

What You'll Learn:

  • How to build a live AR aging dashboard that tracks DSO, aging buckets, and customer risk in real time.
  • How to create dynamic comparison dashboards with dropdowns that instantly update every metric, variance, and conditional format.
  • How to generate a branded 16-metric KPI dashboard in under four minutes using a single source tab and Claude prompts.
  • The four prompting principles that separate clean, board-ready finance outputs from unusable AI-generated clutter.
  • How to use a free finance prompt library skill that turns rough dashboard ideas into production-ready prompts in seconds.

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