Claude Configuration for Corporate Finance

Claude, fully configured to run your finance function.

Out of the box, Claude can't run your finance function. Fully configured by AMW Analytics, it does: your close and reporting run themselves, and your toughest financial analysis prompts come back as analyst-grade answers.

1 to 3 days
faster close
50 to 100%
more FP&A throughput
Scale finance
without adding headcount
50+
finance AI agents built and counting
Typical of a configured environment. Your diagnostic produces your actual numbers.
Prerequisite

We work exclusively with companies on Claude Team or Claude Enterprise. Not there yet? Check out Claude Team & Enterprise options.

The Opportunity

Imagine Claude running finance the way your team does.

Connect

Wired into your data.

We connect Claude to your ERP, data warehouse, and the systems your team already runs on.

Accounting

Recurring accounting, automated.

We automate journal entries and reconciliations, knocking days off of the monthly close.

FP&A

Recurring FP&A, automated.

We automate reporting, budgeting, and forecasting so they refresh without the manual rebuild.

FinOps

Manual FinOps, automated.

We automate billing and AP, turning your team from transaction processors into exception handlers.

Which is what finally unlocks Claude.

Connected to your data, grounded in your context, and equipped with the agents and workflows your business demands, Claude can start doing the kind of deep financial analysis you only give to your best analyst today.

The vision is clear. The progress isn't. For most teams, Claude configuration becomes a side project for people who already have full-time jobs, with no one who has done it before. That's why the pilots stall. We do this full time, and we've done it before.

Our Approach

Diagnose, Design, & Build.

We start with a one-week diagnostic that produces a ROI-positive business case and project plan, then move through design and build inside your own Claude. We earn your business at every step.

02

Design

If you decide to move foward, we lock the scope, architecture, and acceptance criteria in the SOW. You know exactly what gets built and how we prove it works.

03

Build

We configure the agents, workflows, data connections, skills, and models inside your Claude tenant, validated end to end against your data.

04

Decide

Keep going or stop clean. You own a working configuration with no lock-in. Add projects or a light retainer only if you want them.

The diagnostic stands on its own. No retainer to start, no platform to license, nothing to rip out if you stop.

Integrations

Claude, connected to your stack.

We configure Claude to connect with the systems your finance team runs on, through native connectors or ones we build.

Claude
Configurable to connect with

ERP & Accounting

NetSuite Sage Intacct Dynamics 365 Workday SAP S/4HANA Oracle Fusion QuickBooks Acumatica Infor Epicor

BI & Analytics

Power BI Tableau Looker Qlik Sigma

CRM

Salesforce HubSpot Dynamics 365 Zoho Pipedrive

HRIS

Workday Rippling BambooHR UKG Paycom

Data Warehouse

Snowflake Databricks BigQuery Redshift Azure Synapse

Payroll

ADP Paychex Gusto Paylocity Justworks

Banking

JPMorgan Bank of America Wells Fargo Citi Mercury

Payments & Spend

Stripe Bill.com Ramp Brex Tipalti

And more. If your system has an API, we can connect Claude to it.

FAQ

Straight answers.

Do we have to be on Claude already?

Yes. AMW is a Claude-only shop, and we work directly in your Claude Team or Enterprise account. If you're not on Claude yet, that's your first step, and we'll tell you so plainly rather than sell you something else.

What do we actually get from the diagnostic?

One week, a fixed low fee, and two things you keep no matter what: a quantified ROI case for automating your finance work, and a plan you can execute with us or anyone else.

What if we don't continue afterward?

You keep the ROI case and the plan, and you owe us nothing further. The clean exit is the design, not a catch.

Can't we just build this ourselves?

Some teams can, and if you have finance depth and Claude configuration experience, you should. But many internal projects stall because the work becomes a side project for your team members who already have full-time jobs, and who have never done it before. We have, we do it full time, and we move in weeks. You're buying speed and a finished result, not a science project.

Where does our data go?

During the diagnostic, nowhere. That phase is advisory work, conversations and process review, not a data migration. When we build, the our agents and workflows run inside your own Claude tenant under your company's Anthropic contract. We build inside your infosec environment, not outside it, and we never host your confidential data or financials.

Who does the work?

You work directly with a finance operator who has run FP&A and sat in the CFO seat, not a junior analyst or AI generalist handed a playbook.

How is this different from a Big Four AI practice or an implementation vendor?

They sell you a platform or a project, try to lock you into a permanent contract, and leave you dependent. We configure software you already own into agents and workflows your team runs, hand you the ROI math up front, and build the exit into the contract.

About

Built by finance leaders, for finance leaders.

I spent fifteen years in senior finance at fast-moving companies, a decade of it at Amazon, then multiple startups, the latest as Head of Finance.

In all those years, my teams never stopped working on process automation. What has changed with Claude is that finance teams now have a tool that offers a level of speed, precision, throughput, and insight that was never possible before. But unlocking it can only happen if Claude is configured properly, which is a skill few finance professionals have today.

I left the Head of Finance seat to build those Claude configurations as a service. What you're buying is senior finance judgment plus an operator who has spent the last year on the cutting edge of AI for finance.

If you're looking to unlock Claude's full potential quickly, I can help.

Adam Ware Founder
Head of Finance, GeoComply Amazon & GoPuff FP&A across $100M to $50B Seattle
Adam Ware, Founder of AMW Analytics

See what your Claude could be doing.

Book a 30-minute demo, or meet with our Founder to learn more.