Claude in finance

Anthropic’s AI assistant on web, desktop and mobile: chat, files, projects, connectors (MCP) and skills.

Price and plans

Free plan · paid from $17/month (annual) or $20/month

Plan	Published price
Free	$0
Pro	$20/month billed monthly; $17/month billed annually ($200 up front)
Max	From $100/month5x or 20x Pro usage; monthly billing only.
Team	See the official pricing pageFor teams of 2 to 150.
Enterprise	$20 per seat per month plus usage at API rates, billed annually

Prices exclude tax. All plans have usage limits.

Prices verified on October 19, 2026 (claude.com). Prices and plans change often and may exclude tax. Check the official pricing page before you buy. We do not earn a commission from any of these tools.

Entries that use Claude

9 entries

Use caseEvidence: Real case
An Irish tax practice turns Revenue downloads into Xero journals with a Claude-built tool that runs offline
AI at Work (Acuity AI Advisory), led by Ger Perdisatt, for an unnamed tax and accounting practice in IrelandCompany · Tax and accounting services (Ireland)
AI at Work, a Claude consultancy, used Claude to write and test a single-file browser tool for an unnamed Irish tax practice: it turns each client's Revenue download into a Xero journal import and a VAT pack, holds exceptions back and uses no AI when it runs. Consultant's own case study: 100+ clients per VAT cycle; 100+ hours a year saved is an estimate.
October 15, 2026
Use caseEvidence: Real case
A NetSuite controller built about 50 Claude skills for the month-end close, and the hard part was teaching them what wrong looks like
Steve Kelly (Books & Bots Advisory)Individual · Mid-size company (unnamed; the article mentions sales orders, shipments, customer deposits and channel sales)
Steve Kelly, a financial controller with 21 years in accounting, says he runs much of a NetSuite month-end close with about 50 Claude skills (reconciliations, accruals, reporting, a 13-week cash forecast) and saves 20 to 30 hours a month. First-hand, self-reported account from someone who now sells close services, contrasted with a CFO's NetSuite setup guide and Oracle's documentation.
October 12, 2026
Community resourceEvidence: Project documentation
Open-source MCP server to connect AI assistants to Odoo: read, aggregations and, if enabled, write
ivnvxd and project contributors on GitHubIndividual
A community project on GitHub (MPL-2.0 license, more than 400 stars, latest release published on 10 October 2026) that lets Claude and other assistants query and modify data in an Odoo instance: invoices, customers, products and aggregations. It has a test mode that needs no module and a module for production.
October 10, 2026
TutorialEvidence: First-hand experience
A CFO's tutorial: consolidating a two-currency group from Xero and Zoho Books exports with Claude in three review-gated prompts
Zain ul Abideen, FCCA (AI for Finance Circle)Individual · Finance for SMEs and small groups (UK and UAE)
Zain ul Abideen, a UK-based FCCA who works as a CFO for SMEs, shows how he consolidates a UK parent on Xero and a Dubai subsidiary on Zoho Books with Claude in three prompts, each followed by a review stop. It is a demonstration on fictional data: the time saved is his own statement, not a measured result.
September 27, 2026
Useful promptEvidence: Untested proposal
Prompt for an AI assistant to prepare a draft accounting reconciliation without posting anything
Instructions ready to adapt for an AI assistant that reconciles an account against the trial balance: it uses only the files provided, posts no entries, checks for duplicates, separates what ties out from what is doubtful and leaves a list of questions. It is our own wording based on practices published by accountants, not tested with real data.
September 27, 2026
Guide / manualEvidence: First-hand experience
Guide for bookkeepers: Claude as an assistant configured with a CLAUDE.md, what to delegate and what to always review
Michael Robichaud (Cowork Consultant)Individual · Bookkeeping and small firms (with US examples, such as 1099 forms)
Michael Robichaud, a consultant who rolls out Claude at accounting firms, explains how to set up the rules file (CLAUDE.md), which tasks the assistant can prepare (reconciliation, categorization, client reminders, close) and which always need human review. It is a consultant’s guide with an associated commercial service.
July 31, 2026
NewsEvidence: Announcement
Holded launches its MCP server to connect Claude, ChatGPT and other assistants to your account
In June 2026 Holded released a remote MCP server that lets AI assistants query and, if the user authorizes it, modify data in their account: invoices, contacts, treasury and stock. It connects with OAuth 2.1 and the assistant inherits the permissions of the Holded user who authorizes it.
June 2026
Use caseEvidence: Real case
Docker’s FP&A team drafts its monthly variance commentary with Claude connected to Pigment via MCP
Docker (strategic FP&A team led by Pooja Agrawal, Sr. Finance Manager)Company · Software (developer platform)
Docker’s strategic FP&A team connects Claude to its budget-versus-actual data in Pigment through an MCP server so the AI writes the first draft of the monthly variance commentary, and analysts verify it and add the business reasons. Docker estimates 30–50% less time on close commentary, as told by the vendor (Pigment) in a customer story and a podcast; figures are stated, not audited.
April 2026
Use caseEvidence: Real case
A US family prepared its 42-page tax return with Claude and caught errors by auditing it in a fresh session
Christopher Alef (blog Kachess, kachess.dev)Individual · Household / personal finance (United States)
Christopher Alef, a US taxpayer filing jointly with two children, says he prepared his 2025 federal return (42 pages, nine forms) with Claude instead of TurboTax, then caught four kinds of errors by auditing it in a new session with a newer model. First-hand, self-reported experience, contrasted with a second household's Claude Code workflow and community pushback.
February 27, 2026

Claude in finance

Price and plans

Entries that use Claude

Other AI tools