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What we do · Finance

Your finance team should be analyzing, not assembling.

We automate the FP&A grind on Claude: board packs, rolling forecasts, variance commentary, and scenario models built from your source data, not rebuilt by hand each period.

See your finance number
You'll recognize this

If this is your month, we should talk.

The board deck gets rebuilt from scratch every period.
The forecast lives in a fragile workbook one person knows how to run.
Variance commentary is last quarter's language with the numbers swapped.
The team spends most of the week pulling data, not reading it.
Lender and investor packages turn into a fire drill every period.
A new scenario model is a multi-day project, not a morning's work.
What we automate

The repeatable finance work, built on Claude.

Board & investor reportingA formatted, ready-to-send reporting pack assembled from your source data, every period.
Rolling & cash forecastingA driver-based model and 13-week cash view that refresh on schedule without manual input.
Variance analysis & commentaryA budget-vs-actual bridge with first-draft written commentary your team edits, not writes from scratch.
3-statement & scenario modelsBase, upside, and downside cases with returns analysis built in hours, not days.
KPI & metrics dashboardsA live view of the metrics leadership tracks, fed directly from source systems.
Budget consolidationDepartment and entity submissions collected, reconciled, and rolled into the final package.

Every model assumption, exception review, and final sign-off stays with your finance team. We automate the data gathering and first-draft work; your people control what goes out the door.

Finance, in your industry
Private Equity Healthcare SaaS & Software Construction Professional Services Manufacturing Food & Beverage Government Contracting
Free, on your numbers

Map your FP&A grind. Get the dollar figure. Decide from there.

We trace every repeatable step in your finance cycle, convert it to hours and recoverable dollars, and hand you the findings. No pitch, no obligation.

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Or email hello@opswell.ai