Does Claude train on your data? What UK businesses need to know
A clear answer to the most-asked question before a company adopts Claude: does Claude train on your data, and what does that mean for confidential business information?
Read articleOn-site 3-hour workshop · UK-wide
Claude training for finance teams
A practical 3-hour on-site workshop that shows your finance team how to use Claude on the work they already do - commentary packs, variance notes, reconciliations and spreadsheet reviews - with clear rules for what financial data is safe to share.
The problems we solve
Where finance teams lose time - and how the workshop fixes it
Month-end reporting takes too long
Claude drafts variance commentary, board-pack narrative and summary emails from your numbers, so the team edits instead of writing from scratch.
Spreadsheet errors slip through
Learn to have Claude explain formulas in plain English, trace broken logic and sanity-check models before they reach a decision-maker.
Messy data between systems
Practice cleaning inconsistent exports, reformatting CSVs and standardising descriptions - the jobs that eat Friday afternoons.
Confidentiality worries hold people back
We build a simple traffic-light rule for client and company financial data, so everyone knows exactly what can and cannot go into an AI tool.
What you'll practice
Claude skills your finance team will use the next morning
- Drafting month-end and board-pack commentary
- Explaining and auditing Excel formulas
- Cleaning and reconciling data exports
- Summarising long regulatory and policy documents
- Writing client and stakeholder updates in your firm's tone
- Building a reusable Claude Project for your finance workflows
Every example is tailored through a pre-course survey, and the second half of the session is a deep-dive built around your team's real workflows and documents.
FAQ
Questions finance teams ask before booking
Is it safe to use Claude with financial data?
With the right rules, yes. The workshop includes a practical data-safety module built around a traffic-light rule: public information is green, internal working data is amber (anonymise first), and client-identifying or market-sensitive data is red. We tailor the examples to your firm's obligations.
Does Claude train on our data if we paste in figures?
Anthropic does not use inputs from business plans to train its models by default. We cover exactly how this works, what the settings mean, and how to keep sensitive figures out of prompts in the first place.
Our team uses Excel all day - how does Claude fit in?
Claude works alongside Excel rather than replacing it. In the session the team uses it to explain unfamiliar formulas, spot errors, clean messy exports and turn raw numbers into written commentary.
Can the workshop cover our specific processes, like month-end?
Yes. A pre-course survey shapes every example, and the tailored deep-dive half of the session is built around your team's real workflows - month-end, forecasting, AP/AR, or whatever matters most to you.
Further reading
Articles worth reading before you book
How to use Claude for business: practical uses by department
What Claude can do for a business, department by department - with real examples for operations, finance, marketing, HR and leadership teams.
Read articleWhat is Claude training for teams, and what does a session cover?
A plain-English explanation of what Claude training for teams involves, who it suits, and what a short on-site workshop typically covers.
Read articleBring this workshop to your finance team
A focused 3-hour session, delivered on-site at your offices anywhere in the UK, tailored to your team's real work. Minimum 3 participants.
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