Claude for Finance and Data
Variance commentary, reconciliations, cash position and document extraction, with a complete audit trail.
Close, reconciliation, cash and audit
Finance, controllership and data teams, where time goes into building reports, reconciling and justifying numbers.
At close, much of the effort is reading and explaining: why a number varied, where the difference between two systems is, which document supports each entry. It is repetitive work that requires traceability, so it cannot be a black box.
What we deliver
- Variance commentary at close, with the source of each statement.
- Reconciliations between systems and documents.
- Support for the cash position.
- Audit evidence.
- Data extraction from documents with the source passage cited.
How it works
Choose the workflow
With the team we select the highest-return workflow and measure the baseline, such as close days and hours per reconciliation.
Build with traceability
Each result brings the source of the data and the reasoning, so human review is fast.
Validate with the team
We compare with previous closes and adjust with the analysts.
Operate
It enters the routine with a defined human review and a recorded audit trail.
- Finance workflows supported by Claude with human review.
- An audit trail of every generated result.
- Time-savings measured against the baseline.
The target is agreed with controllership, with a formula and a baseline, for example close days or reconciliations per analyst.
- An owner from controllership or finance.
- Access to the workflow's data and documents, within the data policy.
- Analysts to validate results in the first rounds.
Frequently asked questions
Can we trust the numbers?
Each result carries the source of the data, and human review is part of the design. Claude speeds up the analysis, but responsibility stays with your team.
Does financial data leave our environment?
The architecture is defined with your security team, in line with the data policy and LGPD.
Want to talk about this offering?
We start with a conversation to understand your scope. Each offering has a closed scope and price per phase.