AI CFO Office

AI CFO Office

How to close books faster with Claude

You're using AI wrong.

AI CFO Office's avatar
AI CFO Office
Sep 25, 2025
∙ Paid
36
3
1
Share

You’re using AI wrong. I’ll explain that in a second.

I just checked into the Sheraton in Dubai. Tomorrow, CFOs and finance leaders can experience the first-ever AI CFO Office in-person event.

The event is sponsored by

  • Dost.io automates invoice and supplier delivery note management

  • finstory.ai the platform turning chaotic spreadsheets into board-ready stories. Built for CFOs who know numbers alone don’t influence.

  • Pluto Card rethinking corporate spend with smart automation and AI-powered controls, so finance teams can focus on strategy, not chasing receipts.

The strength of AI isn’t in writing text. It’s in coding.

Which means it can now take on the finance jobs:

  • Building models

  • Converting currencies

  • Structuring messy data

  • Reconciling transactions

  • Automating workflows end-to-end

We have great CFOs on the panel.

The discussion tomorrow is going to be wild.

You can join us: https://luma.com/5udk521n

Anyway.

In today’s letter I’ll show you how you can close books faster with Claude and cut out your frustrations.

Let’s dive in.


How to close books faster with Claude

Imagine this…

  • 2 companies.

  • One group balance sheet.

  • Endless headaches.

Every month at Born2Cycle, Retail and Repairs swap bikes, parts, and money.

But book it all in totally different ERPs.

The results?

  • Confusing discounts.

  • Dozens of mismatches.

  • Columns that never quite line up.

So the CFO spends hours (sometimes days) in Excel hell.

Exporting, mapping, chasing down errors.

Nobody wants to be remembered for that.

But this month, something changed.

Here’s How to Use Claude to Close Books Faster

Files to upload
  1. Born2Cycle_Repairs IC Jun25.xlsx

  2. Born2Cycle_Retail IC Jun25

Go to Claude.ai

Copy-Paste Prompt:

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 The CFO Office
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture