Use Claude to process bills, reconcile payments, prepare accruals, allocate costs, build budgets, run billing, and coordinate close — against live finance data. Artifi supplies the procedures, connections, controls, agents, and accounting ledger. Every proposed action is validated, risk-routed, approved where required, and recorded with its evidence.
And there is no new app to learn. The work happens in Claude — a tool your team already has open.
Artifi is an independent finance platform that works through Claude and other MCP-compatible clients. It is not an Anthropic product.
Claude is already useful for document analysis, spreadsheet work, variance commentary, policy research, model review, and drafting reports. With the right skills and connected tools, it can also coordinate multi-step finance workflows. There are three levels of use:
Read financial files, explain variances, review contracts, summarize policies, inspect models, and produce reports or spreadsheets.
Import transactions, create or resolve master data, prepare accounting entries, reconcile payments, generate schedules, and submit controlled actions.
Respond to events, run scheduled workflows, request missing decisions, hand work to other agents, resume after approval, and keep the full run traceable.
Claude alone is a powerful reasoning environment. It is not, by itself, your accounting system, approval model, source of live finance context, or audit trail. That is the gap Artifi fills.
| USING CLAUDE BY ITSELF | CLAUDE OPERATING THROUGH ARTIFI |
|---|---|
| Files and context supplied for the conversation | Connected finance data, entities, dimensions, periods, and documents |
| Instructions written into each prompt | Reusable finance skills and company procedures |
| Analysis and generated outputs | Governed tools and typed finance workflows |
| Manual follow-up | Event-driven and scheduled agents |
| Reviewer checks the answer informally | Risk-based dry-runs, approvals, and permission controls |
| Output stored in a file or chat | Approved result recorded in the ledger with evidence |
Claude provides the reasoning. Artifi provides the finance operating environment.
Forward a bill to the finance inbox. The bill agent reads the document, resolves the vendor, classifies the lines, prepares the accounting transaction, and routes the proposal according to policy.
Import a bank statement and let Artifi match lines to invoices and ledger transactions using deterministic matching plus targeted AI for ambiguity.
Identify multi-period expenses, create the required contract or schedule, and prepare recurring recognition entries with the source document attached.
Distribute costs across departments, projects, entities, or cost centers using fixed percentages, headcount, revenue, or defined formulas. Preview the result before posting.
Create budgets from scratch, copy prior periods, forecast from actuals, apply assumptions, tag dimensions, and review plan-versus-actual variances.
Generate recurring invoices from contracts, deliver invoices, collect payments, and manage revenue or prepaid schedules.
Track open work, run reconciliations, collect missing evidence, prepare recurring entries, route exceptions, and keep the review trail together.
Three Wise statement lines were imported and fully reconciled in 35 seconds, including creation of one previously missing vendor. Every line linked back to its journal entry.
Claude connects to Artifi through MCP. Artifi then supplies the controlled finance tools, normalized model, workflow engine, and ledger. Your existing ERP, banks, spend tools, billing systems, email, and spreadsheets can remain in place while Artifi operates selected workflows.
Keep the current ERP as the system of record. Artifi reads, normalizes, operates, and returns approved outcomes through controlled integrations.
Run Artifi's ledger beside the current ERP to compare workflow results, balances, controls, and reporting before changing the system of record.
Use Artifi's double-entry, multi-entity, multi-currency ledger as the accounting core, with Claude as the primary operating surface.
No model should receive unrestricted permission to write to a ledger. Artifi separates reasoning from execution, and execution from approval.
The agent proposes the work. Finance policy decides what can happen.
Claude accounting skills provide the domain procedures — periods, reporting, revenue recognition, bank reconciliation, transactions, expenses, accruals, budgets, dimensions, allocations, tax, and permissions.
Explore finance skills →Open, forkable workflows for financial reports, budget planning, cost allocation, reconciliation, migration, payroll, VAT, annual reporting, and other company- or country-specific procedures.
Browse open plugins →Dedicated finance agents listen for events, process documents, run deterministic workflows, use models where judgment is required, request missing decisions, and hand work to one another.
See the agent catalog →All three act through the same governed gateway. None can bypass the control path to the ledger.
Choose work with a clear input, repeatable decisions, measurable manual effort, and an accountable reviewer. Good starting points:
Run it in shadow mode first. Compare the output with the existing process. Set approval thresholds from the evidence. Activate execution only when finance is satisfied.
No. Artifi is an independent finance platform that works through Claude using MCP (Model Context Protocol). It is not an Anthropic product.
No. Claude is the primary operating surface, but Artifi works through MCP-compatible clients and can also be used through its API and dashboard.
No. Claude and Artifi agents submit typed actions through a governed workflow layer. Policy checks and required approvals happen before an approved action reaches the ledger.
No. Artifi can begin as a layer alongside the current finance stack. A company can keep its ERP, run Artifi in parallel, or adopt Artifi's ledger when it is ready.
Yes. Artifi includes a double-entry, multi-entity, multi-currency ledger, transaction workflows, master data, dimensions, periods, reporting, permissions, and audit history. Confirm the required local and industry functionality during scoping.
It replaces manual execution, handoffs, and repetitive follow-up — not accountability. Finance defines policy, reviews exceptions, approves material actions, and owns judgment.
A skill teaches Claude how a finance domain works. A plugin packages reusable business or country logic. An agent listens for work and executes a defined finance job. All of them remain behind the same workflow controls.
Select one measurable workflow, connect the required data in shadow mode, compare Artifi's result with the current process, and activate controlled execution only after the output and approval policy are accepted.
Bring the current process, systems, inputs, and control requirements. We will map how Artifi connects the data, executes the work, handles exceptions, and keeps finance in control.