BoboGo AI-powered FPA

What you'll learn

• Choose the right Claude surface for each task — chat, Projects, the agentic mode, the Excel add-in and the browser extension
• Build a Project that carries a company's structure, defined terms and reporting conventions into every conversation
• Reconcile a dataset before analysing it, so nothing is lost without you noticing
• Build sales and profit bridges that hold, and explain why profit growth and sales growth diverge
• Build a driver-based model with working integrity checks, then review a model you did not write
• Package a method you use repeatedly as a Skill that applies consistently without being asked for each time
• Automate a month-end consolidation with reconciliation at every transfer and an exceptions report as a deliverable
• Consolidate variance commentary from several contributors and produce a flash report from the month-end P&L
• Build an interactive dashboard you can publish, update and share by link

Course content

1 modules · 1 lessons · 18h total

Your mentor