Claude for finance teams, built around the audit trail.
Most finance teams already use AI for variance commentary, deck drafting, and one-off analysis, often outside any policy. We replace that with governed deployment: Claude wired into your BI stack with a deterministic numbers layer and an AI narrative layer, model risk documentation that fits your existing MRM framework, and reporting workflows that hold up to SEC, FINRA, or SOC 2 scrutiny.
Why this is hard right now
Finance leaders sit between two pressures. Boards and operators want the speed gains AI is producing in every other function, and the team itself is already using it. At the same time, regulators, auditors, and customers expect a level of evidence and supervision that most ad-hoc AI usage cannot produce. Material non-public information, customer financial data, and forward-looking statements are exactly the inputs that should not be flowing through unmanaged accounts.
The other complication is that finance work has a hallucination problem the model cannot solve on its own. A single wrong figure in a board pack or 10-K narrative is a different kind of failure than a typo. The deployments that work treat the numbers as deterministic and only the narrative as AI-assisted, with sign-off built into the workflow.
Our work is to make those constraints explicit, build them into the deployment, and document the result so it survives the next examination, audit, or board-level question.
What we do for finance teams
Four engagements that match how regulated finance work actually flows. Scoped, fixed-fee, with a documented handoff.
Data & Analytics Intelligence
A Claude-powered narrative layer over your existing BI stack. Variance analysis, cohort commentary, and exec summaries generated from your real source-of-truth numbers, in your team's voice, on the cadence you already report.
See the engagementAI Security & Governance
AI usage policy mapped to NIST AI RMF and SOC 2 Trust Services Criteria. Vendor risk file, MNPI handling controls, and audit-ready documentation that survives regulator scrutiny and customer security questionnaires.
See the engagementWorkflow Integration
Embed Claude into close, FP&A, and BD workflows where it actually compounds. Memo drafting from variance data, deal-team briefings from CRM context, and routine review work moved off senior analyst plates.
See the engagementAI Readiness Audit
A two-week diagnostic that maps the highest-leverage AI integration opportunities across finance, accounting, and FP&A. Prioritized roadmap with effort and impact scoring, ready for board and audit committee review.
See the engagementReal outcomes from finance engagements
Representative work with CFO offices, FP&A teams, and tax advisory firms. Names anonymized; outcomes verified.
83%
reduction in monthly financial reporting prep
Custom CFO Reporting Dashboard
A CFO who spent days each month assembling financial reports got a custom Claude-powered dashboard built around every metric he actually reviews. Variance analysis, trend commentary, and exec-summary narrative now generate in a single pass against his existing data sources, cutting monthly reporting prep by 83%.
Finance10×
increase in daily BD outreach
Automated BD Outreach (Tax Advisory)
A nationwide tax advisory firm's business development team needed to scale outreach without scaling headcount. We built a fully automated outreach engine that pulls from their CRM and recent tax legislation updates to generate personalized prospect messages. Daily volume grew more than 10×, with messaging calibrated to each prospect's industry and recent regulatory exposure.
FinanceQuestions finance leadership asks
Drawn from actual CFO, controller, and audit-committee conversations.
Get the speed gains, keep the audit trail.
Book a 30-minute discovery call. We will walk through where your finance team is today, what auditors and regulators will ask for, and which workflows are worth governing first. You will leave with a clear next step, whether or not we end up working together.
Book a discovery call