Read the documents.
Build the model.
Skip the administrative work.
Cowork reads your financial files and turns them into structured models, comparison tables, and polished reports. You focus on the analysis that requires judgment. Now in research preview.
Read the documents.
Build the model.
Skip the administrative work.
Cowork reads your financial files and turns them into structured models, comparison tables, and polished reports. You focus on the analysis that requires judgment. Now in research preview.
Download the Claude app, navigate to the toggle at the top of the app, and click "Cowork". Support is not available for Windows (arm64) at this time. Open to all paid users. Not on a paid plan? Upgrade now
Why finance teams choose Cowork
Built for teams that spend more time formatting than analyzing.
Documents become structured data
Point Cowork at a folder of invoices, receipts, or vendor submissions. Get back a clean spreadsheet with every line item extracted, organized, and ready to reconcile.
Models built from your data, not from scratch
Hand Cowork revenue data and assumptions. Get back a 3-statement model or DCF in Excel with sensitivity tables, formatted and formula-linked.
Reach all your tools in one place
Cowork runs in the Claude desktop app and connects to your everyday tools and local files. For web workflows, Claude in Chrome goes wherever your browser takes you.
You stay in control
Cowork handles the work, but you make the calls. You can choose to review outputs before they're sent, approve actions before they're taken, and stay informed every step of the way.
Use cases for finance teams
Invoice and receipt cleanup
Read receipts from a folder, extract vendor, date, and amount, and organize everything into a clean, sortable spreadsheet.
Financial model building
Take revenue data and assumptions and build a 3-statement model or DCF in Excel with sensitivity tables and linked formulas.
Vendor onboarding review
Cross-reference vendor submission docs against your internal checklists, flag what's missing, and draft a follow-up email.
Due diligence summaries
Analyze a data room of documents, surface key risks, and produce an investment-committee-ready summary deck.
Cashflow forecasting
Import bank transactions, calculate historical patterns and seasonality, and generate a 6-month forecast with scenarios in Excel.
Financial reports in minutes
Cowork pulls data from your spreadsheets, compiles a summary, and delivers it to you on time.
Customize Cowork with domain expertise and tools
Cowork ships with plugins built for finance workflows, including journal entries, financial statements, and audit support. If your team uses tools beyond the standard set, you can extend Cowork with custom plug-ins, skills, or MCP connectors.
Stick with analysis, not administrative work