Formatting a 3-Statement Model with AI

Formatting a 3-Statement Model with AI Practice Lab

Professional financial models require consistent formatting, but applying formatting standards manually can be time-consuming and repetitive. In this hands-on lab, you’ll learn how to use AI and visual reference images to accelerate the formatting process while maintaining full control over the final output. Using PNG screenshots of a reference model, you’ll guide Claude to identify and apply formatting standards across a three-statement model. Along the way, you’ll learn how to review AI recommendations before execution, distinguish between formatting updates and structural changes, and verify any AI-suggested additions before relying on them. By the end of the lab, you’ll have a repeatable workflow for using visual prompting techniques to create more professional, firm-standard financial models efficiently and responsibly.

Who should take this course?

Investment banking and private equity analysts and associates — and finance professionals more broadly — who already build 3-statement financial models and want to compress the structural work using AI without sacrificing model integrity or professional scrutiny. The lab also fits FP&A analysts, corporate finance professionals, and accountants looking to bring AI into the Excel workflows they already use.

Formatting a 3-Statement Model with AI Learning Objectives

By the end of this practice lab you'll be able to:

• Use PNG screenshots of a reference model as visual inputs to direct an AI to apply consistent formatting to a financial model.
• Review AI formatting recommendations and selectively accept, reject, or modify them before execution.
• Identify AI-suggested structural changes that require manual formula verification before accepting.