Gerard

A read-only Claude analyst on Precon’s cash forecast. He cannot touch the books.

Live · On Claude

What was broken

The cash forecast could show the month. It could not answer why March was tight, which customer was late, or what happens if growth slows. That work left the system and went into exports and Power BI.

What shipped

A read-only finance analyst on Claude Opus. Precon’s finance team asks the forecast in plain language. Gerard runs what-if scenarios on growth, collections, and costs without writing over the books.

A man in a cap sits at a desk in a dark window frame, with excavators working in the fog outside

The constraint

It cannot touch the books.

Who uses it

Precon’s finance team. Named users, SSO and MFA, a role check on every request.

“That’s the whole idea, you’ve got to rethink how technology is going to work within your company. So I’d rather never have to use Power BI again.”
— Scott Cunningham, President, Precon Manufacturing

The agent’s spec

Model: Claude Opus
Tools: 17 read-only
Data: Nightly ERP sync: general ledger, budget, bank, open orders
Range: Current fiscal year + 3
Access: SSO · MFA · role check on every request · no internet
Cannot: Create, change, or delete a record.

The long version, on AI Maverick.

Builds

2 min

Meet Gerard: how we built a read-only AI finance analyst on Claude

Precon’s finance team wanted to question their cash forecast the way they’d question a colleague. So we gave them one who never sleeps and never touches the books.

Silhouette of a bison with a bird perched on its back.

Gerard

The long version, on AI Maverick.

A Certified Service Providerof the Claude Partner Network.

A Certified Service Provider
of the Claude Partner Network.