Claude Cowork changes how finance work actually gets done
Really cool usecase to turn Claude Cowork into your data quality gatekeeper.
Anthropic just launched Claude Cowork.
It’s an AI agent that controls your desktop.
Until now you used AI as a chat box.
You paste context.
You ask a question.
You clean up the output.
But Cowork is different.
It can read your actual files, cross-check them, and generate new outputs inside that same workspace, like a real analyst sitting in your shared drive.
What’s really cool is Cowork can automate finance.
For example, a board pack can look clean and still be wrong:
EBITDA margin stated on slide 6 doesn’t match the P&L tab.
“Pricing drove growth” shows up in the narrative with no bridge.
December opex is called “one-off” but the detail doesn’t support it.
working capital is described as stable while cash conversion quietly worsens.
So today I’m using Cowork as A Data Quality Gatekeeper.
If you’re a CFO or FP&A lead, you must pay attention.
AI doesn’t need to think harder anymore. It needs access.
I’ll show you how I used Claude Cowork as a second CFO and generated a memo. I’ll share the files and exact prompt you can copy/paste.
Let’s dive in.
How To Use Claude Cowork in Finance as Data Quality Gatekeeper
Files to upload
Cowork isn’t limited to a few uploads. It can work across thousands of files in a folder, create new files, iterate, re-check outputs against inputs, and clean up inconsistencies.
