Course · 5 chapters
Finanzoperationen mit 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 mit Cowork: Hier starten
Eine Orientierung entlang der Close-Cycle-Leiter -- wie Cowork den Kalender haelt, die parallelen Ledger-Reviews durchfuehrt und jeden GL-Zugriff mit einem menschlichen Checkpoint absichert.
- 2Rechnungsabstimmung
Der zentrale Cowork-for-Finance-Workflow — Rechnungsdaten aus mehreren Gesellschaften und Währungen werden zu einem JE-Upload-Sheet, das ein Controller in fünf Minuten freigeben kann.
- 3Abstimmungswoche
Die Woche im Abschlusszyklus, in der Bank-, GL-zu-Nebenbuch- und Intercompany-Abstimmungen gleichzeitig anfallen — und Cowork die Arbeitspapiere führt, die dein Prüfer irgendwann sehen will.
- 4Varianzanalyse & FP&A-Reporting
Das Dienstag-Morgen-Varianz-Pack als Live Artifact neu gedacht — nicht nur der Wasserfall, sondern das Warum hinter jedem Balken, formuliert aus den Quellen, die die Zahl tatsaechlich bewegt haben.
- 5Close-Orchestrierung
Der gesamte Close-Zyklus als ein orchestriertes Cowork-Projekt zusammengenäht — Kalender eingebaut, parallele Ledger-Reviews aufgefächert, jeder GL-Kontakt durch einen menschlichen Checkpoint abgesichert.
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.