The problem
The same black-and-white pass, every client, every month.
Every month, the close starts the same way. For every client, someone on your team pulls a reconciliation report for each bank account, confirms it’s reconciled, and checks the ending balance against the balance sheet. Some clients have as many as 15 accounts, so that’s 15 reports to walk before the real review even starts.
Then there’s the checklist across the balance sheet and the P&L. It’s the same black-and-white pass, every client, every month, and it eats hours your team would rather spend with clients.
The solution
This is the kind of work we hand to Claude.
This is the kind of work we hand to Claude AI. We build the workflow around your team’s own steps, so Claude runs the same reconciliation checks and the same checklist you run today, one client at a time. It confirms what ties out. When something doesn’t tie, or Claude isn’t sure, it flags the item instead of quietly passing it through.
Now the review looks different. Your team opens the file and sees only the exceptions: what didn’t tie, what didn’t pass a step. Claude has already handled the routine confirmations, so your team’s attention goes straight to the items that actually need a person.
Time & impact
Your team opens a short list of flagged items and moves on.
The payoff shows up in the review itself. Instead of paging through a stack of reconciliation reports and walking a long checklist by hand, your team opens a short list of flagged items and moves on. Claude handles the black-and-white work. Your team uses its judgment.