Claude for Finance · Volume II
A User Manual for Corporate Finance
A practical manual for deploying five end-to-end finance workflow agents through Claude Cowork — what each one produces, how to install it, and how to run it without giving up review control.
Written for
Finds breaks, traces root cause, routes for sign-off.
Owns the recurring reconciliation work — cash to bank, AR sub-ledger to GL control account, and the rest. One run produces matched items, a break list with suspected cause, and a routing sheet.
Works your close checklist in order.
Pre-close validation, accrual and deferral entries with supporting calculations, roll-forward schedules, and a sign-off trail. Each checklist step is its own intake, draft, stage and approve cycle.
Six-category review pass on a full statement set.
Internal consistency, footnote-to-face agreement, and four further categories. Most useful at quarterly close before the external auditors arrive.
Peer benchmarking against public-company results.
Beat/miss versus consensus and prior guidance, forward guidance changes, and a structured read-through memo. Benefits materially from a transcript source.
Five standard model types, each invoked as a Skill.
Planning models, scenario models, valuation cross-checks for M&A or strategic finance, and capital structure work. Run one by name or describe what you want.
Plus an appendix of slash commands, model types and the default close checklist.
Scope and disclaimer
The manual is scoped to the Claude Cowork deployment path, for finance teams working primarily on internal data. Nothing in it constitutes investment, legal, tax, or accounting advice — these agents draft analyst work product, and a qualified person still reviews and signs off on everything they produce.
