Finance & Accounting AI Solutions
Extraction and narrative support that feeds the books — nothing posts or files itself.
4 Solutions
Finance & Accounting
Every figure Claude produces here is reviewed by your bookkeeper or finance lead before it touches a system of record. None of these solutions posts an entry, adjusts the ledger, makes a payment, or files accounts on its own.
Invoice & Receipt Structured Extraction
Cross-sector · Advisory only
Problem
Typing supplier invoices and expense receipts into the books by hand is slow and error-prone.
Claude-Powered Approach
Photograph or scan the invoice; Claude extracts vendor, date, net/VAT/gross, and a suggested account code, ready to import. Your bookkeeper reviews and posts every entry — Claude never writes to the accounting system directly.
Who: bookkeepers and office managers, any sector Ask about this →
2 - Cash-Flow Scenario & Runway Narrator
Cross-sector · Advisory only
Problem
Owners discover a cash squeeze once it's already urgent, because cash flow isn't modelled until month-end.
Claude-Powered Approach
Export current AR/AP and your bank balance; Claude builds a 30/60/90-day scenario narrative with named risk points for you to review before payroll or supplier commitments. A decision-support narrative, not an audited forecast — no automatic payments.
Who: owners or finance leads Ask about this →
3 - Month-End Variance Narrative Drafter
Cross-sector · Advisory only
Problem
The numbers close on time, but nobody has hours left to explain, in plain language, why margin moved.
Claude-Powered Approach
Export the current-month P&L; Claude drafts a variance narrative flagging what moved most, for your finance lead to edit and send to the owner. Commentary support, not statutory reporting — your accountant of record stays responsible for filed accounts.
Who: finance leads preparing owner or board commentary Ask about this →
4 - Bank & Ledger Reconciliation Assistant
Cross-sector · Draft only
Problem
Matching bank-statement lines against the ledger every month is slow, and unexplained differences get carried forward instead of investigated.
Claude-Powered Approach
Export the bank statement and ledger for the period; Claude matches transactions and produces a reconciliation with a clear exception list for your bookkeeper to investigate and clear — it never adjusts the ledger or bank record directly.