Resources for Finance Teams

Guide 4 min read

Agents and Sub-Agents: How AI Splits Complex Tasks

AI agents can take on multi-step tasks. Sub-agents go one step further: they split the work and process the parts simultaneously.

Guide 6 min read

Build vs. Buy: How Finance Teams Make the Decision in Practice

In-house development or specialized software? Costs, risks, and the local maximum trap.

Guide 5 min read

Do CFOs Need to Learn to Code?

No. But understanding how software is built helps you see which processes can be automated. How tools like Lovable and Claude Code make that easier than ever.

Guide 5 min read

Scheduled Tasks in Claude Cowork: Automate Recurring Work Without Code

How to put routines on a schedule in Claude Cowork, what that looks like in practice, and where the limits are.

Guide 5 min read

Clean Data Through AI – Not Clean Data for AI

Your data doesn’t need to be perfect before AI can help. Modern AI structures raw data itself – and builds the foundation for automation.

Guide 6 min read

Local vs. Global Maximum: Why Internal AI Projects Often Underperform

Many finance teams already use AI for individual tasks – yet remain far below their full potential.

Guide 8 min read

Faster Month-End Close Without Switching Your ERP

The month-end close takes too long? The problem is rarely the ERP – it’s the manual processes around it.

Guide 4 min read

Dictation over Typing: The Underrated Productivity Lever

We speak 3x faster than we type. Here’s how to use dictation software in your daily work.

Deep Dive 7 min read

OCR vs. AI – Why Traditional Text Recognition Fails on Invoices

40% correctly recognized doesn’t mean 40% less work. Why OCR saves only 20% of time – and AI saves 90%.

Guide 14 min read

Rolling Out Claude Safely: Plugins, Skills and Governance for Enterprises

Admin Panel, Compliance API, ZDR, plugin controls and cost management – the governance guide for finance teams.

Guide 8 min read

Build Custom Claude Plugins - No Code Required

Describe your workflow, get a plugin: build custom plugins directly in the Cowork interface.

Guide 10 min read

Claude Skills & Projects: Build Your Own Workflows

Create skills, iterate, and organize with projects - from your first instruction to a team-wide library.

Guide 8 min read

Finance Plugins for Claude: The 5 Pre-installed Agents

Financial Analysis, Investment Banking, Equity Research, Private Equity and Wealth Management - what each plugin does and how to use it.

Guide 7 min read

Claude in Excel: The AI Add-in for Spreadsheets

10 prompts for finance teams: formulas, pivot tables, data cleaning and analysis directly in Excel with Claude.

Guide 6 min read

Why You Should Use Claude Cowork Instead of ChatGPT and Copilot

Using ChatGPT or Copilot? There are real differences in precision, data privacy, and the way you work – an honest comparison.

Guide 12 min read

Intro to Claude – Chat, Cowork & Code Explained

The complete introduction to Claude: three modes, Skills, Plugins, Connectors and Scheduled Tasks explained clearly.

Guide 2 min read

The #1 Mistake with Claude – and the 10-Second Fix

Stuck somewhere? The simplest solution is also the one most people overlook.

Guide 5 min read

How to Move Your Memory from ChatGPT to Claude

Switching AI assistants doesn’t mean starting from zero. Here’s how to transfer everything ChatGPT, Copilot & Co. know about you to Claude in about ten minutes.

Guide 5 min read

AI as a Coworker: How to Get More Out of AI

A small shift in perspective helps you use AI much more effectively at work – plus six concrete projects for finance teams.

Guide 8 min read

AI Glossary for Advanced Users

Subagents, vision models, Python, HTML, Markdown – the terms we encounter once we start using AI tools productively.

Guide 6 min read

AI Terminology Demystified

LLMs, tokens, context windows, agents, RAG, fine-tuning – every term explained in plain language with real-world analogies.

Guide 8 min read

Faster Month-End Close Without Switching Your ERP

The month-end close almost always takes too long – but the problem is rarely the IT systems. How AI automation can cut close time by up to 80%.