7 real AI agent use cases in finance, each with its source and a prompt to try it yourself.
Buying small e-commerce brands, they codified everything they look for into a six page prompt. Given a listing's screenshots and financials, ChatGPT takes a first pass to decide whether a seller call is worth taking.
Result Still manual: screenshot, download, upload, then prompt
Completed orders needed checking against CRM records before billing. Every night ChatGPT reviews each order form against the CRM for mistakes, then creates a draft invoice in the accounting system for review.
Result Also logs each deal's name and amount to a Google Sheet
Overdue German VAT statements for Q3 2025 needed filing, with no custom code written for it. Claude Cowork and the Claude Chrome extension worked from a folder of invoice and receipt PDFs and filed the statements.
Result Called it "completely off the shelf stuff from Anthropic"
They replaced their bookkeeper with Claude connected to QuickBooks. Asked to check last year's return, it found the CPA hadn't depreciated goodwill from an acquisition, and the CPA agreed.
Result A clean rerun missed the same deduction
A read-only bank feed, synced email and beancount, all wired up by Claude Code so the accounts stay current. At year end it advised through a complicated return; an IRS review found one small error.
Result Books kept current automatically, all year
Claude went through past R&D reports and expenses, spotted that the company had been miscategorised, and drafted an email citing the tax code. Two days later the auditor admitted the mistake.
Result Plus $250 a month saved on AWS
Finance teams lose hours hunting receipts. Ramp's agents on Browserbase log in where receipts live and fetch them, saving customers over 4,200 hours a month, according to Browserbase.