Organize your company's finances using Claude

This article will teach you how to use Claude to arrange disorganized business finance information into a tidy, eye-catching dashboard, transforming disorganized spreadsheets into polished financial snapshots without the need for an accountant. Step-by-step: Go to Claude, log in (a subscription plan is advised for additional iterations and tools), choose Sonnet 4.5, and turn on web search and expanded thinking in the options. Upload your financial records, such as revenue statements, invoices, expenses, and inventories, and let Claude know what you want—your objective, file kinds, organizational structure, and preferred style. Examine the created dashboard, which includes pie charts, bar graphs, and KPIs like net profit, costs, and total sales; ask for natural language revisions. After adding enrichments such as "Add a column showing how many days since each invoice to see which pending payments are getting old," click publish and send stakeholders the link to the artifact. For small teams, this is a compelling use case. It enables you and your stakeholders to identify what is profitable, what needs to be adjusted, and what needs to be cut.