Assemble the data
Bring the information needed for the close together across the existing finance data estate.
Claude for Finance | Month-end close
See Claude for Finance in action on the month-end close.
See how Anthropic's Claude for Finance can help finance teams assemble close data, draft reconciliations and variance commentary, prepare the close pack, and surface leadership status - while a named person reviews and approves every output.
For finance leaders in motion
CFOs, Controllers, and VP Finance leaders in mid-market manufacturing and distribution.
The problem
Most of the close is spent getting ready to close.
When the back half of every month is consumed by assembling data, reconciling breaks, chasing commentary, and preparing the close pack, finance has less time to analyse the business.
The question is not whether AI can write a summary. It is whether a purpose-built close workflow can help your team move faster without weakening control.
Inside the agent
A clearer path through the close.
Claude for Finance helps the team move through the work that makes the close visible, reviewable, and ready for a decision.
Draft reconciliations
Help the team work through reconciliation activity and surface what needs attention.
Explain variances
Draft variance commentary that gives finance a stronger starting point for review.
Prepare the close pack
Create a more repeatable path to the pack leadership needs to understand the close.
Surface leadership status
Make it easier to see where the close stands, what is unresolved, and where a person needs to decide.
Control stays with your people.
A named person reviews and approves every output before it moves forward.
See the agent
Two and a half minutes to see the Agent in Action.
A slow, manual close means your business is flying blind for days after month end. Claude for Finance can help you accelerate the close and provide better visibility faster.
Watch the Agent in Action.
See the governed close-acceleration agent in action.
Complete the short form and the 2m35 explainer will open here.
Book a Live Demo.
See the agent in a live demo with real closed data.
Book a live one-on-one demo and working session. TrueNorth will run Claude for Finance against a realistic close, answer implementation questions, and work through what the workflow could mean for your team.
Book a live demo
Bring your close questions.
Share your work email and TrueNorth will arrange a practical one-on-one working session.
A practical path to implementation
Move from curiosity to a practical plan.
The Finance Readiness Assessment is a fixed-scope engagement that gives your team a grounded path from interest to implementation.
$8,000-$10,0001-2 weeks · fixed fee
It covers:
- Finance workflow discovery and use-case prioritisation
- Data and MCP readiness across the ERP and warehouse
- A governance and compliance baseline
- Claude Enterprise configuration and licensing guidance
- A fixed-fee implementation SOW with agreed success metrics
Request the assessment
Start with a grounded view of readiness.
Share your work email and TrueNorth will follow up about the fixed-scope Finance Readiness Assessment.
If your data needs attention first
Not ready for Claude for Finance yet?
If the data behind the close is not ready, the conversation does not have to stop there. TrueFinance can address the data-platform work in parallel.
Questions
We've got the answers.
What is Claude for Finance?
Claude for Finance is Anthropic's first-party AI product for the finance function. The close-acceleration capability includes an agent that can help assemble data, draft reconciliations and variance commentary, prepare the close pack, and surface leadership status, with a named person approving every output.
Is the explainer a live demo?
No. The explainer is a short, guided introduction to the problem, the product, and the implementation path. The live one-on-one demo is the next step for prospects who want to see it run against a realistic close.
Do we need to replace our ERP?
The readiness conversation starts with your current ERP and data estate. TrueNorth assesses what is ready, what needs to be configured, and what needs to be addressed before implementation.
What happens after I watch?
After you watch, you can book a live working session, request the Finance Readiness Assessment, or talk through implementation questions with TrueNorth.
Who implements it?
Anthropic provides the Claude for Finance product. TrueNorth, as an Anthropic Claude Partner, configures it, stands up the workflows, and supports adoption.