The Problem
Financials in QuickBooks, pipeline in HubSpot, delivery and time in ClickUp. Answering which clients were actually profitable, or whether the next hire was affordable, took a week of exports and hand-built spreadsheets. So mostly it didn't happen.
The Solution
AMW configured Claude as the agency's financial analyst: live connections to all three systems, a data layer that reconciles them, and an instruction set that teaches Claude how this business allocates overhead, forecasts its P&L, projects cash, and frames a hire or a rate change. Answers come back with the reasoning shown.
“AMW Analytics built a custom financial analysis tool for us right inside Claude that can answer any finance question I have about my business. This month I used it to analyze three different hiring options that I've been considering. It pulled all the right data on its own, estimated the impact on my budget for each scenario, and helped me think through how the various hiring options fit with my other strategic priorities. This sort of thing would take someone on my team a week to work through, but AMW's tool did it in minutes.”