How

Anthropic's

finance

team

uses

Claude

to

shape

the

narrative

behind

the

numbers

Anthropic 的财务团队如何使用 Claude 塑造数字背后的叙事

In finance, your job is to shape the story behind the numbers: explaining why a key metric shifted, setting expectations based on market trends, and connecting financial results to product strategy. But it's easy to spend most of your time just making sure the numbers are right—re-reading a deck for the fourth time after the figures refresh again—instead of thinking about what those figures mean. 在财务工作中，你的任务是为数字背后的故事赋形：解释关键指标为何变化、根据市场趋势设定预期，并将财务结果与产品战略关联。但往往会把大部分时间花在确保数字准确——在数字再次刷新后第四次阅读同一份幻灯片——而不是思考这些数字的意义。

For example, I'm responsible for running the analysis and pulling the metrics that go into the quarterly board deck our team prepares for the CFO. Normally, by the time a deck ships, I’ve had to revise it several times. The numbers keep getting refreshed up to the morning the deck goes out, and with every refresh the commentary has to be checked against the latest numbers. On top of that, the deck is collaborative, with partners updating their own slides simultaneously. Every update means the entire narrative has to be re-baselined: does the commentary on slide 4 still reconcile with the figure on slide 17, did someone introduce a metric without defining it? I’d have to keep re-reading the entire deck to make sure the story is still consistent. 例如，我负责运行分析并提取进入我们团队为 CFO 准备的季度董事会幻灯片的指标。通常，在幻灯片发布时，我已经多次修改它。数字会一直刷新到幻灯片发出的当天早晨，每一次刷新都需要检查评论是否与最新数字匹配。更糟的是，幻灯片是协作式的，合作伙伴会同时更新自己的页面。每一次更新都意味着整个叙事需要重新基准化：第 4 页的评论是否仍然与第 17 页的数字对应？有人是否引入了未定义的指标？我必须重新通读整套幻灯片，确保故事仍然一致。

Claude does all of this for me now: it holds the integrity layer underneath the work, so my time goes to the narrative on top. It is also part of my monthly review process and my model audits, giving me time back that I can now spend collaborating with my team, or on creative thinking and the parts of finance that require judgment.Claude 现在为我完成所有这些工作：它在底层维护完整性层，让我的时间专注于上层的叙事。它也是我每月审查流程和模型审计的一部分，为我争取回可以与团队协作、进行创造性思考以及处理需要判断的财务工作的时间。

A bird’s-eye view of a fast-moving business俯瞰快速变化的业务

I joined Anthropic's corporate finance and strategy team in March 2025. Corporate finance sits at the center of the finance organization: the other finance teams partner directly with the business—go-to-market finance with sales, for example—and everything they learn flows back to us. Our job is to prepare the narrative that the CFO and the board need to see: how revenue performed, what's happening to margins, how cash is being deployed, and what it means for the rest of the year.我于 2025 年 3 月加入 Anthropic 的企业财务与战略团队。企业财务位于财务组织的中心：其他财务团队直接与业务合作——例如，市场财务与销售合作——他们的所有发现都会回流到我们这里。我们的工作是准备 CFO 和董事会需要看到的叙事：收入表现如何、利润率的变化、现金的使用情况以及这些对全年意味着什么。

That narrative has to stay coherent while the business changes underneath it. At Anthropic, that means product launches, model launches, pricing changes, and shifts in how we segment our sales motion, among other factors, often all in the same week. Corporate finance has to absorb the full rate of change of the company and still hand the board a story that holds together. 在业务不断变化的同时，这一叙事必须保持连贯。在 Anthropic，这意味着产品发布、模型发布、定价变动以及销售模式的细分变化等因素，往往在同一周内同时发生。企业财务必须吸收公司全速的变化，并仍然向董事会交付一个完整的故事。

How I use Claude across my workflows我如何在工作流中使用 Claude

I use Claude Cowork and Claude for Excel in parallel: Claude Cowork helps me with writing and synthesizing information in a document or deck, and I use Claude for Excel to edit with Claude directly in the financial model. 我同时使用 Claude Cowork 和 Claude for Excel：Claude Cowork 帮助我在文档或幻灯片中撰写和综合信息，而 Claude for Excel 则直接在财务模型中进行编辑。

Working on the board deck I mentioned earlier, I hand the file to Claude Cowork and ask it to validate that every number and claim reconciles to a single source of truth. I also ask it to read the narrative the way a board member would, flagging where it contradicts itself or assumes context the reader doesn't have. Claude catches things I'd otherwise miss, and it does it every time the numbers move, not just once.在我前面提到的董事会幻灯片工作中，我把文件交给 Claude Cowork，要求它验证每个数字和论断是否对应唯一的真实来源。我还让它以董事会成员的视角阅读叙事，标记出自相矛盾或假设读者未掌握的上下文的地方。Claude 能捕捉到我可能遗漏的细节，而且它在每次数字变动时都会执行检查，而不仅仅是一次。

Another example is our monthly financial review, a Google Doc with a tab for each month, structured as a variance analysis against forecast. When I'm ready to write up a month, I drop the relevant financial table from our model into the doc, link the supporting context, and ask Claude Cowork to write the first pass in the voice we already use: revenue was A versus B, off by C%, driven by D. I edit from there. Consistency of voice month over month matters as much as the numbers and Claude accomplishes that when I reference the prior month’s document.另一个例子是我们的月度财务回顾，这是一份 Google 文档，每个月都有一个标签页，结构为相对于预测的差异分析。当我准备撰写某个月的回顾时，我会把模型中的相关财务表格粘贴到文档中，链接支持性上下文，然后让 Claude Cowork 用我们已有的语气写出第一稿：收入为 A 对比 B，偏差 C%，由 D 驱动。随后我再进行编辑。月度语气的一致性与数字同等重要，Claude 在我引用上个月文档时能够保持这种一致性。

As Claude and our product surfaces improve, so too does my way of working with them. Claude for Excel, for example, has gone from being unable to follow references across tabs to being able to trace a balance sheet that won't balance through multiple tabs to find the root cause. When I open a model I haven't seen before, I ask Claude to summarize the key drivers and flag structural issues before I invest time in it.随着 Claude 及其产品功能的提升，我的使用方式也在进化。例如，Claude for Excel 已经从无法跨标签页跟踪引用，进化到能够在多个标签页之间追踪不平衡的资产负债表并找出根本原因。当我打开一个陌生的模型时，我会让 Claude 概述关键驱动因素并标记结构性问题，以免在深入之前浪费时间。

Across all of these workflows—narrative integrity on board materials, model diagnostics in Sheets and Excel, and first-pass commentary in Claude Cowork—I've reclaimed hours that now go straight into the work that actually requires judgment: framing, scenario questions, and the forward-looking analyses.在所有这些工作流中——董事会材料的叙事完整性、Sheets 与 Excel 中的模型诊断、以及 Claude Cowork 的首轮评论——我已经收回了大量时间，这些时间现在直接用于真正需要判断的工作：框架构建、情景提问以及前瞻性分析。

Context makes it all work上下文让一切运转

Claude Cowork works because it sees the same context I do: documents and local files, email, and Slack, to name a few sources of team knowledge. When I come across a doc that matters, I commit it to project memory. When a decision gets made in a long cross-functional thread, I have Claude pull out the conclusion and the reasoning so it's on hand the next time the topic surfaces in a board cycle.Claude Cowork 能发挥作用是因为它看到的上下文与我相同：文档、本地文件、电子邮件和 Slack 等团队知识来源。当我遇到重要文档时，我会将其存入项目记忆。当跨职能的长线程中作出决策时，我让 Claude 提取结论和推理，以便在下次该议题出现在董事会周期时随手可得。

I also keep separate projects for separate audiences: one for the monthly review, one for the board deck. The tone and conventions differ, so the memory does too, and Claude generates the content accordingly.我还为不同受众维护独立项目：一个用于月度回顾，一个用于董事会幻灯片。语气和约定不同，记忆也随之不同，Claude 会相应生成内容。

Claude Cowork across the finance orgClaude Cowork 在整个财务组织中的应用

Across the financial organization, my colleagues use many of the skills that are now packaged into Claude Cowork plugins for financial services. Here are a few examples of how the CFO organization uses Claude Cowork today:在财务组织内部，我的同事们使用了许多现在已打包进 Claude Cowork 插件的技能。以下是 CFO 组织今天使用 Claude Cowork 的几个示例：

• Finance & strategy: Interactive forecasting and cohort dashboards built from a prompt by analysts themselves: no SQL or engineering involvement needed. A daily revenue and metrics digest lands in leadership’s slack at 7 am.财务与战略：分析师通过提示自行构建交互式预测和分群仪表盘，无需 SQL 或工程介入。每日收入和指标摘要在上午 7 点通过 Slack 发送给领导层。
• Accounting: GL-to-subledger and bank reconciliations, with breaks classified and reviewer commentary drafted as a first pass. Flux runs on all three financial statements. Anyone on the team can ask Claude a question in Slack and get a sourced answer.会计：总账到子账以及银行对账，自动分类差异并生成审阅者的首轮评论。所有三张财务报表均可运行 Flux。团队成员可以在 Slack 中向 Claude 提问并获得带来源的答案。
• Corporate development and IR: Screening reports for three to four acquisition targets a day, built from notes and public data, then rolled up into memos in minutes. The team spends their time on judgment and making the call, not on the first draft.企业发展与投资者关系：每天筛选三至四个并购目标，基于笔记和公开数据生成报告，然后在几分钟内汇总成备忘录。团队将时间花在判断和决策上，而不是起草初稿。
• Tax & treasury: Transfer pricing, R&D credit, and nexus questions answered with primary-source citations. Indirect-tax and cash reconciliations run on the same skill pattern as accounting.税务与财务：转让定价、研发抵免和税务关联问题均提供原始来源引用。间接税和现金对账使用与会计相同的技能模式运行。

Advice for finance teams on getting started with Claude给财务团队的 Claude 入门建议

When I joined Anthropic a year ago, AI tools were mostly LLMs: great at text, not so great with numbers. What pulled me in was watching Claude for Excel improve. I can literally track the difference as models get better.我一年前加入 Anthropic 时，AI 工具大多是大型语言模型：擅长文本，却不擅长数字。吸引我的是 Claude for Excel 的进步。我可以直观地看到模型改进带来的差异。

If you're on the fence, start simple: ask Claude to read a doc and summarize it, then keep pushing the boundaries. It's most valuable on workflows that recur, including board cycles and monthly reviews, where consistency compounds and project memory gets richer every pass. You don't need an elaborate stack; I run almost entirely on Claude Cowork projects, Claude for Excel, and Google Suite Connector.如果你犹豫不决，先从简单的任务开始：让 Claude 阅读文档并进行摘要，然后逐步扩展边界。它在重复性工作流中价值最高，包括董事会周期和月度回顾，因为一致性会累积，项目记忆也会随每一次迭代变得更丰富。你不需要复杂的技术栈；我几乎全部使用 Claude Cowork 项目、Claude for Excel 和 Google Suite Connector。

And if you don't know which Claude surface to use, just ask Claude. With Claude in the loop, I can keep up with the pace of change underneath the work. I get to the insights faster, with fewer surprises or bottlenecks, and I can spend more time on the framing and forward-looking analysis. 如果你不确定该使用哪种 Claude 入口，只需问 Claude 本身。有了 Claude 的参与，我能够跟上工作底层的变化速度。洞察更快到位，惊喜和瓶颈更少，我可以把更多时间花在框架构建和前瞻性分析上。

Get started with Claude Cowork today.今天就开始使用 Claude Cowork 吧。