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.
2m35Low commitmentShareable with your finance team
For finance leaders in motion
CFOs, Controllers, and VP Finance leaders in mid-market manufacturing and distribution.
A governed path from curiosity to implementationAnthropic Claude PartnerERP and data readinessNamed-person approval
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 closer
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 workflow
Two and a half minutes to see the idea clearly.
The explainer opens on the cost of a slow, manual close, shows the purpose-built month-end closer inside Claude for Finance, and closes on the Finance Readiness Assessment as the practical implementation step.
The explainer makes the case and shows the product. The live one-on-one demo is where you see it run against a realistic close.
Anthropic provides the product.TrueNorth configures it against your ERP and data, stands up the workflows, and de-risks adoption.
Watch the gated explainer
See a governed close-acceleration workflow in action.
Complete the short form and the 2m35 explainer will open here.
By submitting this form, you agree that TrueNorth Group may contact you about related data, AI, and automation insights.
Built for real finance conversations
Product capability, implemented with the controls around it.
Data-aware
Start with the ERP and data estate you already have. Readiness comes before implementation.
Human-approved
A named person reviews and approves every output before it moves forward.
Partner-implemented
TrueNorth configures the workflow, connects the pieces, and supports adoption.
Validate the next step
In a live session, we can run the workflow against a realistic close and identify what is ready for implementation in your current ERP and data estate.
See it against your close
Ready to see it against your own close?
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 demoOne prospect at a time. Personal, practical, and focused on your close.
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.
Discuss the readiness assessment$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.