Your accounting platform, your spreadsheets and your documents can now talk to AI. I train your team to make that work safely, on your own numbers, in a single session.
I led a hands-on build with a UK commercial estate business, alongside its finance director, turning their own records into a working lease management system in one afternoon.
Audit, investor reporting, forecasting and diligence are not theory to me. I have run companies through all of them.
I have built and deployed large language models in legal and public markets, and I run agentic systems in production today.
Claude can already connect to the systems finance teams and professional services firms run on. Connecting them is the easy part. Deciding what to connect, with which permissions, and how to check the output is the work.
| Area | What AI can do | Available now |
|---|---|---|
| Accounting ledgers | Ask questions of live books: profit and loss, cash position, balance sheet, aged receivables and payables. | Xero, QuickBooks Online and FreshBooks connectors |
| Consolidated reporting | Query consolidated financial data across entities without exporting it first. | Datarails FinanceOS connector |
| Spreadsheets and models | Build, explain and audit models, and spot broken links and inconsistent assumptions. | Claude in Excel |
| Documents and email | Find the invoice, the correspondence or the working paper across your own estate, respecting existing permissions. | Microsoft 365 connectors for SharePoint, Outlook and Teams |
| Contracts and obligations | Search contracts in plain language and track obligations and renewal dates. | Ironclad and Juro connectors |
| Counterparty checks | Company reports and ownership trees for credit and onboarding decisions. | D&B Finance Analytics connector |
| Legal practice management | Work with matter data and deadlines inside a practice management system. | Filevine connector |
Connector list as of October 2026. Availability changes, and the right set for your firm is agreed on the discovery call.
| Aged debt chasing | Draft tailored chasers from the live aged receivables report, ready for a person to approve and send. | Proven now |
| Lease and contract schedules | Extract dates, rent reviews and obligations from documents into a working schedule, built from your own records. | Proven now |
| Management accounts commentary | First-draft narrative from the live numbers. Every figure is traced to its source before it leaves the building. | Needs guardrails |
| Cash flow and scenario modelling | Build and stress test scenarios in the spreadsheet, with assumptions made explicit and checked. | Needs guardrails |
| Client onboarding and file review | Check documents against a checklist and flag gaps for the reviewing partner. | Needs guardrails |
| Tax positions and audit judgement | Research and drafting support only. The judgement and the sign-off stay with the qualified professional. | Approach with care |
Verdicts reflect my assessment as of October 2026. They change as the models do.
Existing permissions are respected, so gated files stay gated. Which provider sees what is agreed with you and your IT vendor before anyone gets access.
The working I teach keeps each number traceable to its source, so a reviewer can check it quickly.
Sign-off, regulatory responsibility and opinions stay with the qualified individual. AI drafts, checks and flags.
Per-user model and spend limits are set before anyone types a prompt, and pilots start small.
Every engagement is scoped and quoted after the free discovery call. How each one runs is on the main page.
30 minutes, no deck, just what this would look like for your finance function or your practice.
Book a call