Turn an accounting process into a controlled AI-agent architecture.
Describe a process like the month-end close, 1040 prep or AP automation and get back a structured plan: swimlanes of working agents, the human-review gates that keep it controlled, a business case and a rollout. A starting point to take to IT or a consultant. No login.
Every agent whose output touches a return, a financial statement or a material number is immediately followed by a human-review gate.
So the plan is something a partner can approve — not just a diagram. Plans map to the same controllership pattern Anthropic ships to financial institutions, with prebuilt agents pinned where they fit and custom builds where your firm's process is the edge.
From a blank page to a plan a partner can approve
Ten minutes, fake data, zero risk. Reconcile a sample bank account with an agent, then grade it against the answer key. Six seeded discrepancies.
Start the tutorial →Answer six quick questions about your process, teams, systems and risk appetite. No prompt to write — your answers compose the plan.
Start the interview →Start from a complete reference plan for the close, 1040 prep or AP automation — swimlanes, business case, rollout and controls.
See the designs →Ten prebuilt Claude Finance Agents you can install today, or answer three questions and get your own with a paste-ready starter prompt.
Open the Agent Library →A deliverable, not a diagram
Each generated plan is a print-ready implementation package you can hand to IT or a consultant.
See a sample plan →Plan your first process in about three minutes
No account, no cost. Bring it to your partner as a structured starting point.