Claude for Finance

AI Workflows for Firms
That Can't Afford Errors.

Finance and accounting firms run on precision and trust. Claude handles the communication, documentation, and content work — so your team spends less time writing and more time advising.

Get Claude Implemented → How It Works
An important note
Claude in these workflows is for communication and documentation — not calculations or financial advice. We build systems for report narratives, proposals, educational content, and meeting prep. Your advisors and CPAs still do the analytical and advisory work. Claude makes the communication around that work faster and more consistent.
The finance firm communication problem

You earn trust through expertise.
The writing to prove it takes all week.

📊
Client reporting takes all week
The numbers are done in hours. Writing the narrative commentary, formatting the report, and tailoring it per client takes the rest of the week.
📝
Proposal writing is slow
Every prospect gets a custom proposal. The structure is identical — the writing starts from scratch and takes longer than the analysis behind it.
🎓
Educational content hard to scale
Newsletters, market commentary, tax updates — content that builds trust and drives referrals sits undone because there's no bandwidth to write it.
📋
Compliance documentation drains time
Policy updates, procedure documentation, disclosure templates — necessary, structured, and always competing with client-facing work for attention.
What Claude handles

Six communication workflows Claude
handles for finance firms.

01
Client Report Narrative Drafting
Feed Claude the data and key points — it drafts the narrative commentary for quarterly reports and portfolio reviews. Your advisors refine, not rewrite from nothing.
02
Proposal Templates
A systematic proposal workflow — service scope, fee structure, your firm's differentiators — built by Claude from structured inputs, customized per prospect in minutes.
03
Financial Education Content
Newsletter articles, market commentary, tax tip explainers — Claude writes from your firm's perspective, your advisors review, your clients learn to trust you more.
04
Meeting Prep Summaries
Claude synthesizes client notes, past meeting records, and account context into a structured pre-meeting brief — so your advisor walks in oriented, not scrambling.
05
Compliance Documentation Templates
Policy documentation, disclosure templates, procedure guides — structured by Claude to your firm's standards, reviewed by your team, used consistently across the practice.
06
Newsletter Writing
Monthly client newsletters drafted by Claude from your market outlook and firm updates — consistent cadence, professional tone, off your team's plate.
How it works

Audit. Build. Optimize.

Three steps from manual writing bottlenecks to Claude running your communication and documentation workflows.

1
AI Audit — $1,500
We identify where communication work is slowest and where Claude creates the most leverage. You get a prioritized implementation plan. Learn about the Audit →
2
Implementation — from $3,500
We build the Claude Projects, prompts, and workflows your team will actually use — with your firm's voice, standards, and compliance considerations built in. See Implementation details →
3
Retainer — $1,200/mo
Ongoing support as regulations change and your firm grows. Workflows updated, new ones added. Retainer details →
Start with an AI Audit → Claude for Small Business →
Common use cases

What finance firms use Claude for.

Report Narratives Proposal Drafting Client Newsletters Meeting Prep Briefs Market Commentary Compliance Templates Tax Tip Content Disclosure Drafts
Get Started

Let's build Claude into
your finance firm.

Tell us where communication work is slowing your team down and we'll show you exactly what Claude can handle.

We respond within one business day. Takes 3 min.

You're in good hands.

We'll be in touch within one business day.