Free Lesson
Build Your Finance Team's Month-End Agent with Claude
60 min
Nov 19, 2026 12:00 PM
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What you'll learn
Write Down How Your Team Explains the Numbers
Which gaps matter, what counts as over budget, how you explain them. Claude follows the same rules every month.
Build the Variance Agent Live, Step by Step
I'll give Claude a month of management accounts and get the commentary your finance lead would write. No code.
Catch the Mistakes Before Anyone Else Does
See Claude flag a duplicate invoice, a missed accrual and a cost in the wrong month, with a person signing off.
Why this topic matters
Every month, someone in your finance team compares actuals to budget and writes up why the big numbers moved. It means hours of digging through transactions, and usually only one person knows how. In this free session I'll build, live and with no code, a Claude agent that writes the variance commentary your way, flags the mistakes hiding in the numbers, and leaves the sign-off to a person. You'll leave with the template and sample accounts.
