€4.6M free on the credit line.
Berlin needs €2M.
Can we?
A scripted example: one question at a time, with Claude and the company's own numbers. Space pauses, → skips ahead.
Five questions, before signing anything
The €4.6M was today's number, not November's. The bank's rules, written in the credit agreement, decide what you can actually use. Taking €2M for Berlin in November would put the company over what the bank allows.
Claude read the data and the agreement, and rolled the numbers forward. The decision is yours.
A scripted example of how such a conversation can look. The numbers come from a fictional company's generated ERP, CRM, ledger and bank data, and the answers are condensed for this page. Making it work like this on a real company's data takes real work: connecting its systems, building the calculations with its own rules, and checking every number.
What this approach is, and what it isn't
It is
- Check a decision before you make it.“Can we fund Berlin from the credit line?” Each question costs seconds, so you can afford to ask the next one, and to be wrong.
- Answers you can check.Every reply shows the arithmetic and the records it read: which system, which table, which clause.
- One view across systems, and your contracts.ERP, CRM, ledger and bank data read together with the agreements behind them.
- What-if in plain language.“What if we take the €2M in November anyway?” and the forecast recalculates.
It isn't
- An AI running your company.It doesn't decide, approve or act. You ask; you judge; you decide.
- An oracle that finds problems for you.It doesn't know what matters to your business. Your instinct picks the question.
- AI doing your accounting.Every number is calculated by ordinary code from the company's data. Claude reads and explains the results; it doesn't invent or re-compute figures.
- A replacement for your finance team.You would stop waiting for answers; they would stop building one-off reports, and spend the time on the conversation that follows.
What it takes
ERP, CRM, ledger, bank
Read-only access, nothing is changed. Every company's systems are different, so this is built for each one.
Every number, computed
Statements, aging, borrowing base, forecasts: ordinary code with the company's rules, not AI.
Reads and explains
Answers your question from those numbers, shows the arithmetic and cites the records.
Judge and decide
Pick the next question, or pick up the phone. The decisions stay with you.