Course · 5 chapters
Operações Financeiras com 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
- 1Finanças com Cowork: Comece Aqui
Uma orientação ao longo da escada do ciclo de fechamento — como o Cowork segura o calendário, conduz as revisões paralelas dos livros-razão e protege cada toque no GL com um checkpoint humano.
- 2Reconciliação de Faturas
O workflow canônico de Cowork para finanças — dados de faturas de múltiplas entidades e moedas viram uma planilha de lançamento contábil que um controller pode aprovar em cinco minutos.
- 3Semana de Conciliações
A semana do ciclo de fechamento em que conciliações bancárias, GL-para-subledger e intercompany caem todas de uma vez — e o Cowork mantém a trilha de papéis de trabalho que seu auditor eventualmente vai pedir para ver.
- 4Variância & Relatórios de FP&A
O pacote de variância da terça-feira de manhã reformulado como um Live Artifact — não apenas o waterfall, mas o porquê por trás de cada barra, redigido a partir das fontes que realmente moveram o número.
- 5Orquestração do Close
Todo o ciclo de fechamento costurado em um único Cowork Project orquestrado — calendário embutido, revisões paralelas de ledger distribuídas em fan-out, e cada toque no GL protegido por um checkpoint humano.
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.