Live Webinar
November 17, 2026 1:00 PM
Claude 101 Use Case Webinar: The 13-Week Cash Flow Model
Austin connects the data, builds a 13-week cash flow in Excel with Claude, and sets up the routine that keeps it current, all live on a fictional brand.
Register to save your seat. We will email you the recording too.
Profitable on paper. Short on cash in week nine.
A consumer brand can show a healthy P&L and still run out of money, because a $400K retail PO means buying inventory ten weeks before the retailer pays net 60, and trade deductions take a cut of every remittance before it lands. The 13-week cash flow is how finance teams see that gap coming. Most brands build one once, by hand, and let it go stale.
This is the first session in the Claude 101 Use Cases series, where we take the tools from 101 and 201 and apply them to one finance job start to finish. Drivepoint CEO Austin Gardner-Smith builds the whole thing live on a fictional brand selling through retail and DTC, in three parts: working out which data sources the model needs and connecting them, building the model in Excel with Claude, and setting up a routine so it updates itself every week instead of going stale.
Built for finance leaders, controllers, FP&A analysts, and founder-operators at consumer brands. Join us live Tuesday, November 17 at 1 PM ET. If you have not seen the earlier sessions, watch Claude 101 and Claude 201 on demand first. Every registrant gets the recording, the demo prompts, and the starter workbook.
- Which data sources a 13-week cash flow actually needs, and how to connect them. Bank balance, AR aging by retailer, AP and open POs, payroll, and the sales forecast by channel: where each one lives, and how to connect it so Claude can read it every week without a re-upload.
- A 13-week cash flow model built in Excel for how consumer brands get paid. Receipts timed off retailer payment terms, deductions netted out, inventory purchases tied to open POs, and a review step where Claude explains every formula before anything is accepted.
- A routine that keeps the model current. A scheduled task that pulls the fresh balance and AR, rolls the model forward a week, and posts a short brief on Monday with closing cash by week and what moved.
