AI workflows and training for finance teams

Invoice matching, month-end reports and cash flow warnings, drafted by Claude in the tools your team already uses. Each person also gets a learning track to set them up, inside your company's rules.

Take the check for Finance See the sample company

Two minutes. No sign-up.

Starts with10 in the library

Finance

Match supplier invoices to orders and deliveries before you pay

An invoice check sheet with every line matched or flagged, two lists (ready to pay, and a question for the supplier), and any change of bank details at the top.

Every week

Draft the monthly report from the month-end numbers

A report draft built only from your exports, with a reason for every line that moved past your limit and every number that does not add up marked.

When you need it

Check every expense claim against the policy before you approve it

One sheet with every claim line, and a list of the claims with a question, each with the policy line it breaks.

Safe version

ready workflows: 10; ready workflows
steps in its learning track: 5; steps in its learning track
courses its track uses: 1; courses its track uses
with a safe version: 3; with a safe version

01 Do

10 ready workflows

Each person's plan starts with the first three and picks the rest by the tasks they name. Every one runs in the Claude your people already use.

WorkflowRunsWorks withVersion

Starts with· 3

Match supplier invoices to orders and deliveries before you payEach week Claude reads the new supplier invoices, checks every line against the purchase order and what was actually delivered, and tells you what is safe to pay.Every weekERP, Excel or Sheets, EmailFull

Draft the monthly report from the month-end numbersWhen the month is closed, Claude reads the exports, the budget and last month's report, and writes this month's: the numbers against last month and budget, and why each line that moved did.When you need itExcel or Sheets, ERP, Word or Docs, PowerPointFull

Check every expense claim against the policy before you approve itClaude reads the period's claims and receipts, puts every line in one sheet, and checks it against your expense policy: limits, missing receipts, duplicates.When you need itExcel or Sheets, EmailSafe version

Also in the library· 7

Spot a cash shortfall weeks before it hitsEvery Monday Claude reads the latest bank balances, receivables and payables, rolls your 13-week cash forecast forward, and flags any week that drops below your minimum.Every weekExcel or Sheets, ERPFull

Chase every overdue invoice each week, with the reminders already writtenEvery Monday Claude reads the open receivables, drafts a reminder for each customer who is late, in a tone set by how that customer usually pays, and reads what customers said about payment since last week.Every weekEmail, ERP, Excel or Sheets, WhatsAppSafe version

Hand the accountant a complete month, with nothing missingAt the start of each month Claude checks last month's folder against your accountant's list: every invoice, statement and receipt there, every bank movement backed by a document. Then it drafts the cover email that goes with the pack.When you need itERP, Excel or Sheets, EmailFull

Plan this week's supplier payments, cheques and notes against the cash you haveEvery Monday Claude reads what you owe this week, the cheques and promissory notes falling due, and the cash in the bank, and drafts a payment plan: what must go out, what can go out, and what can wait. It never pays anything.Every weekERP, Excel or SheetsFull

Know every tax and social security deadline this month, and what each one needsAt the start of each month Claude reads the official tax and social security calendars, keeps the deadlines that apply to your company, and lists what each one needs from you. It drafts a note to your accountant on who sends what by when.When you need itEmail, Excel or SheetsSafe version

Match the bank statements to the books every weekEvery Monday Claude matches each bank account's statement, line by line, to the bank entries in your books. It lists what is in the bank but not in the books, and the other way round, with what each one most likely is.Every weekERP, Excel or SheetsFull

Check the month's timesheets before they go to payrollBefore the month's hours go to your accountant or payroll program, Claude checks every timesheet for missed punches, overtime, leave, and starters and leavers. It lists what to fix; payroll itself stays where it is.When you need itERP, Excel or SheetsFull

Every workflow has a Google Workspace and a Microsoft 365 version. Pick Microsoft 365 and they name Outlook, OneDrive and Excel instead of Google's tools.

02 Learn

A learning track of 5 steps.

Lessons and packs in the order this team needs them, from the first Cowork session to safety, cost and trust. Every seat gets every course as well.

Department track

Your first Cowork sessionModuleWork with Claude Cowork
Document and file workflowsModuleWork with Claude Cowork
Financial Clarity ToolkitPack
Connectors and automationModuleWork with Claude Cowork
Safety, cost, and trustModuleWork with Claude Cowork

Courses and packs its track uses

Work with Claude Cowork32 lessons
Financial Clarity Toolkit

03 Your rules

Your rules, on every one of them.

Pick what never goes into AI. A workflow that touches it switches to a safe version; one that cannot work without it is taken out, by name.

Read the privacy details

If your company keeps outWorkflows it touchesSwitch to a safe versionTaken out

Kept out of AI· 4

PricesWorkflows it touches5Switch to a safe version1Taken out4

Customer personal dataWorkflows it touches1Switch to a safe version1Taken out0

Employee recordsWorkflows it touches2Switch to a safe version1Taken out1

Company financialsWorkflows it touches7Switch to a safe version2Taken out5

You see names, steps, workflow states and counts. Never what anyone wrote.

See what your Finance team would get.

Two minutes, no sign-up: a plan of ready workflows for the tasks that eat their week.

Take the check for Finance Bring your whole team

Every department has its own page