Claude workspace for finance teams. Budgets, reporting, forecasting, compliance documentation. 24 finance skills included.
A pre-configured workspace for finance teams. The wizard picks templates that fit your role, your tools, and how you actually work — so Claude is useful from the first prompt instead of needing to be re-briefed every session.
Pick Finance as your role in the wizard, answer a few questions about your tools and projects, then download a ready-to-use workspace. Run /hatch to connect your data and you're set.
Yes. Checklists, reconciliation tracking, variance explanations, status updates. It handles the reporting side so you can focus on the numbers.
It builds the structure and narrative. Revenue forecasts, expense projections, scenario analysis. You provide assumptions, Claude builds the framework.
Yes. KPIs, narrative summaries, variance analysis, and recommendations. It translates raw numbers into a story executives actually read.
Your data stays on your computer. The workspace runs locally. Nothing is sent to a server, stored in a database, or shared with anyone.
Yes. Paste your data and it flags variances, identifies trends, and writes the commentary. Turns a half-day exercise into a 30-minute review.
No. It works alongside them. Export your data, let Claude analyze and write the narrative. Your tools stay. The reporting gets faster.