Finance Plugin
Analyze financials, build models, track metrics in Claude Cowork
Overview
The Finance Plugin is a Stratafy-native Cowork extension that equips AI agents with financial analysis, budgeting, and forecasting capabilities within the governed workspace. From building financial models and analyzing burn rates to tracking budget allocation against strategic initiatives, the Finance Plugin brings AI-powered financial intelligence under full organizational governance.
Integrated directly into the Stratafy workspace, the Finance Plugin operates within the platform permission and audit framework. Financial data access is scoped by role — a project lead might see initiative-level budgets while only finance team members access consolidated P&L data. Every financial calculation, forecast, and recommendation generated by an AI agent is logged and traceable.
Financial data is among the most sensitive information in any organization. Ungoverned AI access to financial systems creates risks ranging from premature disclosure of revenue figures to unauthorized budget modifications. The Finance Plugin ensures that AI-assisted financial workflows are subject to the same controls, approvals, and audit requirements as human-driven financial processes.
Key Features
Use Cases
Workspace Use Cases
Initiative Budget Impact Analysis
Before approving a new strategic initiative, an AI agent models the financial impact — projected costs, expected returns, cash flow implications, and opportunity costs — using actual workspace financial data and comparable initiative performance history.
Monthly Financial Health Review
An agent compiles a comprehensive financial health dashboard pulling budget utilization, burn rate trends, revenue pipeline status, and expense categorization across all active initiatives, formatted for the leadership team review cadence.
Scenario Planning for Strategic Decisions
Leadership asks an AI agent to model three scenarios for a market expansion decision — conservative, moderate, and aggressive — with detailed financial projections for each. The agent uses workspace data on current performance, market assumptions from strategy documents, and historical initiative costs to build realistic models.
Budget Reallocation Recommendations
When an initiative underperforms or market conditions shift, an agent analyzes current budget allocation across all initiatives, identifies reallocation opportunities based on strategic priority scores, and presents recommendations with supporting financial analysis.
Integrations
Considerations
- Financial information including revenue figures, margins, compensation data, and investor terms is among the most sensitive data — AI agent access must be strictly role-scoped with no possibility of unauthorized exposure
- Financial data handling is subject to regulatory requirements (SOX, GAAP, tax regulations) and AI-generated analyses must comply with these frameworks while preventing outputs that could constitute regulated financial advice
- Financial operations such as budget modifications, spending approvals, or forecast updates should require explicit human authorization through enforced approval gates
- Financial models and forecasts generated by AI carry significant business risk if incorrect — governance should require clear labeling and mandate human review before use in external reporting or decision-making
- Financial data has strict reporting periods and disclosure windows — AI agents must respect embargo periods, quarter-close restrictions, and disclosure timelines
Stratafy Fit
The Finance Plugin represents one of the most critical applications of Stratafy governance-first approach. Financial data demands the highest levels of access control, audit logging, and action authorization — requirements that are impossible to meet when AI agents access financial systems through ungoverned external tools. As a native Cowork plugin, every financial query, model, and recommendation is subject to role-based access controls, comprehensive audit trails, and configurable approval gates. This makes AI-assisted financial analysis not just possible but trustworthy, enabling organizations to accelerate financial workflows while maintaining the governance rigor that financial operations demand.