Every engagement is packaged with transparent pricing and a clearly defined scope of deliverables — so you know exactly what you're getting, what it costs, and what you'll keep, before we start. Built for small and medium businesses running QuickBooks, Xero, Sage, NetSuite, and the inevitable Excel sprawl.
Fixed fees published up front. No hourly surprises, no scope creep billed after the fact.
Each package lists exactly what you receive and keep — a tangible artifact, not a vague "engagement."
Most builds ship in days to a week, using reusable templates honed across engagements.
A fast, near-zero-risk way to see what Claude can do with your numbers — and a prioritized roadmap of where the value is.
We take read-only exports — trial balance, P&L, AP/AR aging, a few months of bank data — and produce a prioritized roadmap of 8–12 automation and insight opportunities specific to your systems, each tagged with effort and expected payoff. Low risk, high signal, and the fastest way to see where Claude pays off in your finance function.
Each build has a tightly defined scope and a tangible artifact you keep. Fixed fee, typically delivered within a week.
Turn your P&L and balance sheet export into automated budget-vs-actual variance analysis plus board-ready management commentary that explains the "why" behind the numbers. The single highest-impact use of Claude for Excel — it collapses the worst part of close from days to minutes, and the narrative generation is something no legacy system does at all.
A driver-based rolling cash model with scenario toggles, populated from your actuals. SMBs are perpetually anxious about runway and rarely have a real forecast — this lands as a genuine planning tool you'll run every week.
A one-time deep dive into spend and margin: duplicate or near-duplicate payments, vendor consolidation opportunities, margin by product, customer and channel, pricing leakage, and subscription creep. Often self-funding — when the savings we surface exceed the fee, the engagement pays for itself.
A repeatable workflow that extracts structured data from invoices, vendor bills, and bank statements — killing manual data entry into AP/AR. A strong fit wherever your team is drowning in PDFs.
A board-ready monthly KPI dashboard built from your GL export — the financials plus operational metrics, trends, and commentary in one clean pack. Designed to be refreshed monthly, which is why it converts naturally into the Monthly Insights retainer below.
Standardize a messy chart of accounts, re-map miscategorized transactions, and clean historical data. Less glamorous, but a common blocker that makes every other service work better — sometimes the prerequisite we deliver first.
Once your templates are built, ongoing delivery is fast and consistent — fractional FP&A without a full-time hire.
Recurring close commentary, a refreshed dashboard and forecast, plus a block of ad hoc analysis each month. You get the rhythm of a finance team — monthly numbers explained, runway updated, and questions answered — without the cost of a full-time FP&A hire.
We're deliberate about which Claude product powers each deliverable — it's what keeps delivery fast and pricing fixed.
Our workhorse for models, variance analysis, and dashboards. (Currently in beta — we confirm capabilities before quoting.)
Handles audits, document extraction, and ad hoc analytical work directly on your exports.
For custom internal tooling and scaling document processing for larger clients.
File- and task-level automation for non-technical staff, and heavier integrations when needed.
On data confidentiality: we'll agree up front where your numbers go. Depending on the engagement, we deliver either via Claude's consumer products or build on the API under commercial / zero-data-retention terms. Pricing ranges are indicative and confirmed in a fixed-fee proposal before any work begins. Claude's beta products evolve quickly, so feature-dependent scope is verified against current documentation at quote time.
Most clients start with the Quick-Win Audit. Tell us your systems and what's painful about close, and we'll send a fixed-fee proposal with scope and deliverables spelled out.