Course · 5 chapters
Finance Operations with Cowork
Run month-end close, invoice reconciliation, and variance reporting in Claude Cowork, with a human gate before every GL touch. 5 hands-on chapters for controllers.
What you'll be able to do
- Reconcile invoices across entities
- Run bank and intercompany checks
- Build a sourced FP&A variance pack
- Orchestrate a full month-end close
- Set up Anthropic's Finance plugin
- Gate every ledger change with a human
What's inside
- 1Finance with Cowork: Start Here
An orientation across the close-cycle ladder — how Cowork holds the calendar, runs the parallel ledger reviews, and gates every GL touch with a human checkpoint.
- 2Invoice Reconciliation
The canonical Cowork-for-finance workflow — invoice data across entities and currencies becomes a JE upload sheet a controller can sign off in five minutes.
- 3Reconciliations Week
The close-cycle week where bank, GL-to-subledger, and intercompany recs all hit at once — and Cowork holds the workpaper trail your auditor will eventually ask to see.
- 4Variance & FP&A Reporting
The Tuesday-morning variance pack reframed as a Live Artifact that refreshes on open — five-bar waterfall, sourced commentary, no invented narrative.
- 5Close Orchestration
The capstone — one Cowork Project stitches all four close workstreams into a five-workday calendar with parallel ledger reviews and a named human gate before every GL touch.
Frequently asked questions
- What will I learn in this Claude Cowork finance course?
- You learn to run the core month-end close workflows in Claude Cowork: invoice reconciliation across entities and currencies, bank and intercompany reconciliations, variance and FP&A reporting, and full close orchestration. Each workflow produces controller-ready output with an audit trail.
- Who is this finance operations path for?
- It is built for finance professionals such as controllers, accountants, and FP&A analysts who run the month-end close and want to do that work in Claude Cowork. It is a practitioner-level path, so some familiarity with the close cycle helps.
- Do I need to know how to code to take this course?
- No. The path is built around Anthropic's official Finance plugin and Cowork workflows, not programming. You work with invoice data, ledgers, and reconciliations, not code.
- How long is the course and is there a certificate?
- The path has 5 chapters totaling about 100 minutes, roughly 1.7 hours. Completing it earns an AI Academy by Anthropos certificate.
- Is it safe to let AI touch the general ledger?
- The path is designed around a human checkpoint before every GL touch. Cowork prepares the reconciliations, journal entries, and workpapers, and a named person signs off before anything posts.
Earn a certificate
Complete all chapters to receive your certificate of completion.