Claude Consulting · SMB Financial Reporting & Analysis

We'll spare you the AI revolution. Here's what actually works.

Kove helps small and medium businesses unlock powerful insights from legacy finance systems — QuickBooks, Xero, Sage, NetSuite, and Excel — using Claude. Fixed-fee engagements, transparent pricing, and a clear scope of deliverables.

What we do

We turn messy finance data into insight a CFO would act on.

SMB finance is full of high-value work that legacy systems handle badly — backward-looking reporting, manual close, no real forecast. Claude is unusually good at exactly that gap, and we package it into fixed-fee services with clear deliverables.

Month-End Close

Automated budget-vs-actual variance analysis plus board-ready commentary that explains the "why" — close collapses from days to minutes.

Cash Flow Forecasting

Driver-based 13-week rolling models with scenario toggles, populated from your actuals so you always know your runway.

Profit Leak Audits

Find duplicate payments, margin erosion, pricing leakage, and subscription creep — often self-funding from the savings we surface.

Management Reporting

Board-ready monthly KPI packs from your GL export — financials, operational metrics, trends, and commentary in one place.

Document-to-Data

Repeatable workflows that extract structured data from invoices, bills, and statements — killing manual AP/AR data entry.

Fractional FP&A

A monthly retainer for recurring close commentary, refreshed forecasts, and ad hoc analysis — without a full-time hire.

See the full catalogue & pricing → Transparent fixed fees · defined deliverables
How we work

A clear path from raw export to acted-on insight.

/ 01

Quick-Win Audit

We review read-only exports of your numbers and return a prioritized roadmap of 8–12 opportunities — each tagged with effort and expected payoff. Low risk, high signal.

/ 02

Fixed-fee proposal

You get a written proposal with transparent pricing and a clear scope of deliverables before any work begins. No hourly surprises, no scope creep.

/ 03

Build & deliver

Most builds ship in days to a week. You receive a tangible artifact you keep — a model, dashboard, or workflow — plus a walkthrough.

/ 04

Ongoing insight

Once your templates exist, an optional monthly retainer keeps the close commentary, forecasts, and analysis flowing — fractional FP&A without the hire.

About Kove

Finance judgment first. Claude is the engine.

Kove was built on a simple observation: most small and medium businesses are sitting on finance data that could drive far better decisions — but it's trapped in legacy systems, manual spreadsheets, and backward-looking reports.

We pair deep, hands-on Claude expertise with real finance experience. That combination matters: anyone can buy access to Claude, but knowing which numbers matter, what to automate, and where a human still needs to sign off is what turns a clever demo into something a CFO will actually trust.

We deliberately work in fixed-fee, tightly-scoped engagements. You see the price and the deliverables before we start, you keep every model and template we build, and we're upfront about where your data goes and how we protect it.

Finance domain expertise

Hands-on background in financial reporting, FP&A, and month-end close for SMBs — we speak the language of controllers and founders.

Deep Claude specialists

We work across the full Claude toolkit — Excel, the API, Cowork, and Code — and match the right tool to each deliverable.

Validation built in

We're explicit about what we won't automate. Every output is checked against source data, and judgment calls stay with a human.

Data confidentiality

We agree where your numbers go before any work begins — including API delivery under commercial / zero-data-retention terms when needed.

Why SMBs choose us

Deep Claude expertise meets real finance judgment.

Days
From kickoff to deliverable
Fixed
Transparent pricing, clear scope
Yours
Every model & template you keep
Let's build

Ready to put Claude to work on your numbers?

Tell us your finance systems and what's painful about close. We'll send a fixed-fee proposal with pricing and deliverables spelled out — and an honest take on where Claude helps most.

hello@kove.ai