---
title: Claude Setup
description: Setup for Claude for Excel integration
---

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1. [Knowledge Base](https://help.finaticalsoftware.com/en/home?hsLang=en)
2. [Documentation](https://help.finaticalsoftware.com/en/home/documentation?hsLang=en)

# Claude Setup

## Setup steps for Claude integration

Flash Reports has been integrated with the Claude for Excel Add-in. In order to leverage this integration the following setup steps must be performed:

- Sign up for a Claude account [here](https://claude.ai).
- At this stage you require at least a Claude Pro plan to access the Claude for Microsoft 365 functionality.
- Download the Flash Reports Claude skill [here](https://help.finaticalsoftware.com/hubfs/flash-reports-claude-skill/flash-reports.skill?hsLang=en).
- Upload the skill into your Claude profile. This can be done from Claude browser environment \> Customize \> Skills. If you get stuck just ask Claude how to do this. 
    - If you are uploading the skill for the first time use the "Add" button.
    - If you are updating the skill to the latest release, click on the flash-reports skill and use the "Replace" option under the menu (three dots).
- On the Excel ribbon toolbar select Home/Add-ins/+More Add-ins. ![add-ins](https://help.finaticalsoftware.com/hs-fs/hubfs/add-ins.png?width=24&height=24&name=add-ins.png)
- Search for "Claude by Anthropic for Excel".
- Click "Add".
- Complete the login process for the Claude Excel Add-in which will connect to your main Claude account.

There are a number of ways that you can use the Claude integration with Flash Reports:

- Flash has built in workflows that can be executed from the menu under Import/Build Report \> Claude for Excel. These workflows load a template and populate the required reports and then you simply paste the prompt into the Claude Excel Add-in to trigger the process.
- Ask Claude questions about the Flash Reports functionality and it will assist you.
- Ask Claude to assist with extending or customizing Excel worksheets containing Flash Reports templates that you have executed.

#### Examples

In order to ensure that Claude uses the Flash Reports skill to assist you, type the following in the Claude Excel Add-in chat window "/flash-reports". This is the standard way to tell Claude that you want to use a specific skill. The name will auto populate as you start typing. After the skill name you type your question or prompt for example:

"/flash-reports How do I disconnected a QuickBooks company."

You can also type a prompt like "Using Flash Reports, how do I....." and that should also trigger Claude to use the Flash Reports skill.

- [Documentation](https://help.finaticalsoftware.com/en/home/documentation?hsLang=en#main-content)

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- [FAQ](https://help.finaticalsoftware.com/en/home/faq?hsLang=en)
- [Support](https://help.finaticalsoftware.com/en/home/support?hsLang=en)
- [Flash Reports Claude Skill](https://help.finaticalsoftware.com/en/home/flash-reports-claude-skill?hsLang=en)

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