Transition from Manual to Autonomous Workflows

Move beyond "the Excel era" by building systems that automatically parse bank files, monitor thresholds, and deliver proactive liquidity briefings before you even start your workday.

Master No-Code Treasury Automation

Use Claude Code and Artifacts to solve complex data problems and build visual dashboards using plain English, requiring zero previous programming knowledge.

Build a Persistent Institutional "Brain"

Create a secure container for your specific business rules, entities, and policies, ensuring the AI acts as an expert colleague that understands your unique treasury environment.

About the course

This course guides you through the six-layer "Claude Treasury Stack," moving from simple prompts to full end-to-end automation. Learn to integrate Claude’s advanced features - Projects, Artifacts, and Code - into your daily workflows to eliminate manual data processing and create a permanent competitive advantage for your finance team.

Mike Dion

Mike Dion is the Founder of F9 Finance, a licensed CPA, and an automation expert who has saved companies over 100,000 hours of labor. With experience spanning from venture-backed startups to Fortune 100 giants, he specializes in unlocking millions in value through strategic financial storytelling and AI. The author of The Financial Storyteller’s Playbook, Mike empowers professionals to automate workflows and drive high-impact results.

Curriculum

8 Chapters · 12 Lessons

  1. 1

    Module 0 - From chat interface to automated treasury

    1. (Included in full purchase)

      Module 0 - From chat interface to automated treasury

  2. 2

    Module 1 - Prompting fundamentals

    1. (Included in full purchase)

      Module 1A - Structure, specificity, and sequencing - the three things that separate usable output from noise

    2. (Included in full purchase)

      Module 1B - Common prompting mistakes

  3. 3

    Module 2 - Claude projects

    1. (Included in full purchase)

      Module 2A - Stop explaining your business to Claude every morning. Configure it once

    2. (Included in full purchase)

      Module 2B - Practical limitations and workarounds

  4. 4

    Module 3 - Claude Artifacts

    1. (Included in full purchase)

      Module 3 A - Claude Artifacts - Stop formatting, start describing - Artifacts handle the document

    2. (Included in full purchase)

      Module 3 B - Build a Compliance Check Artifact - systemic, auditable, repeatable

  5. 5

    Module 4 - Deep Research & Co-Work

    1. (Included in full purchase)

      Module 4 - Deep Research & Co-Work - for current intelligence from the web and to work directly directly on your computer files

  6. 6

    Module 5 - Claude Code

    1. (Included in full purchase)

      Module 5 - Claude Code - Describe the problem, Claude writes and runs the code, you get the results

  7. 7

    Module 6 - API & Automation

    1. (Included in full purchase)

      Module 6 A - API & Automation - Connect Claude to n8n, set a schedule, walk away

    2. (Included in full purchase)

      Module 6 B - API & Automation - Cash Threshold Alert System

  8. 8

    Module 7 - Risk & Governance

    1. (Included in full purchase)

      Module 7 - Risk & Governance - The risks are real but manageable

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