CLAUDE FOR FINANCE TEAMS

Claude can analyze finance.
Artifi lets it operate finance.

Through Artifi, Claude becomes a governed operating surface for finance — working with live financial data, business-owned plugins, controlled workflows and a finance-native ledger. Teams can run work interactively in Claude Cowork or let Artifi agents execute it on schedules and events.

See what Claude can runBook a working session

Artifi is an independent company and is not affiliated with or endorsed by Anthropic.

THE OPERATING ARCHITECTURE
Claude CoworkINTERFACE
Interactive workspace where finance teams ask, review and approve.
SkillsKNOWLEDGE
Finance knowledge, system instructions and operating procedures.
PluginsLOGIC
Reusable logic created and owned by businesses, partners or the ecosystem.
Artifi agentsEXECUTION
Scheduled, event-driven and autonomous workflow execution.
ControlsGOVERNANCE
Permissions, policies, approvals, segregation of duties and audit evidence.
Artifi finance systemRECORD
Live finance data, subledgers and governed double-entry accounting.
Plugins define the work. Claude Cowork and agents run it. Artifi governs and records it.
ANALYZE → EXECUTE → OPERATE

What Claude can do for a finance team.

01 · ANALYZE
Analyze
Understand what happened
Claude can investigate transactions, compare periods, explain variances and model scenarios using governed finance context.
02 · EXECUTE
Execute
Turn decisions into controlled action
Claude can prepare matches, calculations, entries, proposals and workflow actions through Artifi tools and plugins.
03 · OPERATE
Operate
Run repeatable finance workflows
Artifi agents can execute approved logic on schedules and events while preserving permissions, approvals and evidence.

A good prompt can produce an answer. A governed operating environment makes the work repeatable, controlled and auditable.

VALUE FOR FINANCE LEADERSHIP

From individual AI productivity to a new operating model for finance.

CFO

Increase the capacity of finance

Deploy AI workflow by workflow, shorten operating cycles and measure where automation is creating business value.

FINANCE DIRECTOR

Manage exceptions instead of every task

Move routine execution to AI while keeping approvals, exceptions, ownership and supporting evidence visible.

FINANCE TECHNOLOGY

Build an architecture that can scale

Replace disconnected AI pilots and scripts with governed tools, reusable plugins and common financial infrastructure.

ANALYSIS VS OPERATION

The same intelligence — a different operating environment.

DIMENSION
CLAUDE AS AN ANALYSIS TOOL
CLAUDE OPERATING THROUGH ARTIFI
Context
Files and context supplied in the conversation
Governed access to live financial context
Instructions
Prompts recreated for each task
Versioned skills and reusable plugins
Output
Analysis, explanations and recommendations
Controlled workflow actions and financial records
Execution
User initiates each interaction
Interactive, scheduled or event-driven operation
Controls
Review managed outside the conversation
Permissions, policies, approvals and evidence
Record
Output remains in chat or a file
Actions are traceable to workflow and ledger records

Claude remains the intelligence and interface. Artifi provides the financial operating environment beneath it.

WHAT YOU CAN RUN

What finance teams can operate through Claude.

Start with one workflow. Use Claude Cowork for interactive work or deploy the same logic through Artifi agents when the process is ready to run repeatedly.

EXAMPLE REQUEST
“Process the new vendor bills. Hold anything with a new supplier or no purchase order.”
WHAT ARTIFI DOES
Reads each bill, resolves the vendor, validates the accounting and prepares entries and payment proposals through governed workflows.
WHERE HUMAN CONTROL REMAINS
New suppliers, policy exceptions and payment releases wait for the reviewers policy requires.
SEE THIS DOMAIN →
EXAMPLE REQUEST
“Review this month's expense reports against policy and list what is missing evidence.”
WHAT ARTIFI DOES
Applies company policy, requests missing evidence and prepares the accounting results — working with the expense and card tools already in place.
WHERE HUMAN CONTROL REMAINS
Out-of-policy claims and reimbursement releases remain finance decisions.
SEE THIS DOMAIN →
EXAMPLE REQUEST
“Run this month's billing cycle and hold contracts with missing pricing data.”
WHAT ARTIFI DOES
Prepares the billing run, validates contract logic, manages recurring charges and surfaces revenue exceptions with their evidence.
WHERE HUMAN CONTROL REMAINS
Contract exceptions and credit decisions are approved by the billing owner.
SEE THIS DOMAIN →
EXAMPLE REQUEST
“Reconcile the Wise EUR account and show me only the unresolved items.”
WHAT ARTIFI DOES
Matches transactions, investigates differences, prepares accruals and produces supporting evidence for review.
WHERE HUMAN CONTROL REMAINS
Unmatched items and judgment accruals are decided by the controller.
SEE THIS DOMAIN →
EXAMPLE REQUEST
“Allocate shared cloud costs by departmental headcount and show the journal preview.”
WHAT ARTIFI DOES
Applies allocation methods, updates forecasts, runs scenarios and explains movements against plan — with a preview before anything posts.
WHERE HUMAN CONTROL REMAINS
Method changes and final plans are approved by finance leadership.
SEE THIS DOMAIN →
EXAMPLE REQUEST
“Run the month-end intercompany procedure across all three entities.”
WHAT ARTIFI DOES
Runs consolidations, intercompany procedures and custom logic defined through the plugins your business owns.
WHERE HUMAN CONTROL REMAINS
Elimination exceptions and structural changes route to the group controller.
SEE THIS DOMAIN →

Artifi can operate across the existing finance stack. Teams do not need to replace every specialist system — expenses, cards, billing, payments — before they can automate the work around it.

A MONTH OF STATEMENTS · BANK RECONCILIATION

A governed run, end to end.

A month of Wise statements — 1,247 lines across EUR and USD accounts — imported through Claude. Artifi validated the files, classified and matched every line, routed 23 items for controller approval, created the missing vendor records, and posted the journal entries — with the evidence retained per line.

1,247
bank lines processed
98%
matched automatically
23
routed for approval — all resolved
0
unresolved exceptions at close
42m
agent runtime — approval waiting excluded
€9.80
total agent cost for the month
Representative month · agent runtime excludes time spent waiting for human approval.
Read the complete walkthrough →
1
Statements received through Claude
2
1,247 lines interpreted and classified
3
Matching executed against the ledger
4
Dry-run validated — nothing posted yet
5
23 items routed for approval
6
Vendor and accounting records created
7
Journal entries posted
8
Evidence retained per line
BRIDGE → PARALLEL → NATIVE

Adopt Artifi at the pace your finance function can govern.

MODE 01 · BRIDGE
Operate around the existing stack.

Artifi connects Claude and agents to existing finance systems while the current ERP remains the system of record.

SYSTEM OF RECORD: YOUR EXISTING ERP
INTERFACE
Claude
Where the team works
OPERATOR
Artifi
Runs the workflow
RECORD
Your ERP
Keeps the ledger

Move from one mode to the next only when workflow evidence, control and organizational readiness support it.

GOVERNANCE AND EXECUTION

Intelligence can be flexible. Financial operation must remain governed.

EVERY EXECUTION PATH RUNS UNDER
Role-based permissions
Approval thresholds
Segregation of duties
Policy and plugin versioning
Complete workflow evidence
Traceability from request to financial record
Human intervention for defined exceptions
SKILLS TEACHSkills
Teach Claude how the finance environment, procedures and Artifi tools work.
PLUGINS DEFINEPlugins
Contain reusable business logic. Plugins can be created, owned, adapted and distributed by customers, partners and the broader ecosystem.
COWORK RUNS INTERACTIVELYClaude Cowork
The interactive environment where a finance professional initiates work, investigates results and participates in approvals.
AGENTS RUN AUTONOMOUSLYArtifi agents
Use the same infrastructure and plugins to run work on schedules, events or defined autonomous conditions.
The logic is portable. The execution method can change. The governed financial record remains consistent.

Plugins can support virtually any process — payroll calculations, accruals and amortization, allocations, budgeting and forecasting, billing and pricing rules, tax and statutory procedures, and company- or industry-specific workflows. Artifi provides the infrastructure, not the limits →

FAQ

The questions finance teams ask first.

No. Artifi is an independent company and is not affiliated with or endorsed by Anthropic. Claude connects to Artifi as a governed operating surface for finance work.

No. Claude acts through governed Artifi tools and permissions. Proposed actions pass policy checks and any required approvals before anything reaches the ledger.

Yes. Bridge mode connects Claude and agents to the systems you already run, with your current ERP remaining the system of record.

Yes. In Native mode Artifi is the governed financial system, operational layer and accounting ledger — adopted when workflow evidence and organizational readiness support it.

Customers, partners and the broader ecosystem. Plugins are business-owned logic — payroll, accruals, allocations, billing rules, tax procedures and company-specific workflows — not vendor-hardcoded packages.

Cowork is interactive: a person initiates work, investigates results and approves. Agents run the same plugins on schedules, events or defined autonomous conditions. Both act through the same controls.

Approval and evidence requirements are set by policy and workflow configuration. Every run records its inputs, decisions, approvals and postings, traceable from the request to the financial record.

START WITH ONE WORKFLOW

Give Claude one finance workflow worth operating.

Start with a real workflow, real controls and measurable evidence. Keep the systems that still serve you and expand only when the operating results justify it.