3 min read
What finance teams actually do with Claude
The monthly close, the inherited workbook nobody understands, and the board pack: where Claude helps a finance team, and the one rule that keeps it safe.
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Notes on working with AI
Claude for finance teams
The month-end close, the board pack and the workbook nobody understands: what finance teams do with Claude, and the rules that keep the numbers traceable.
3 min read
A forecast is a range, not a number
Pre-trained forecasting models can predict your data without training on it. The value is in the error band and the backtest, not in the line.
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3 min read
Not everything needs a language model
Many AI projects are classic prediction problems with a table of past data. A language model is the wrong tool for them, and Claude is most useful as the analyst who builds the right one.
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4 min read
Give your first agent read access and nothing else
An agent is data access, written rules and a scheduler. The design choice that matters most is keeping read permissions apart from action permissions, then proving the rules in a dry run.
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Claude training for teams
Want your team working this way?
This is the material we teach in workshops, at your office or online. Tell us what you're trying to solve, and we'll come back with a plan.