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Manual

Claude for Finance · Volume II

The Five Agents

Format
DOCX · 121 KB
Length
~10,000 words · 13 chapters
Delivery
Emailed as an attachment

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.

Covers

  • Claude Cowork
  • Month-end close
  • Reconciliation
  • FP&A
  • Financial statements
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More is in progress. If there is something you wish existed — a checklist, a template, a walkthrough of a problem you are stuck on — tell us and it may well become the next one.

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The writing, with nothing to fill in. Long-form notes from engagements. No address required — they are just on the site.

All writing
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Your eval set is too small, and it is costing you launches

Why 40 hand-written test cases will not tell you whether a prompt change is safe to ship.

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Architecture

Most RAG problems are retrieval problems

A practical checklist for diagnosing bad answers before you reach for a bigger model.

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Operating model

What a functioning AI team actually looks like

The roles, rituals and ownership boundaries we see at companies that get past the pilot stage.

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