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EZYE OS · Finance Automation
I Replaced My Entire Finance Team.
5 Claude Agents Did the Job.
Anthropic just shipped 10 finance agents that run natively inside Excel, PowerPoint, and Word. Here's the 5 that replace the roles SMBs pay $20K+/mo for.
What's inside
- The 5 agents that replace CFO, bookkeeper, auditor, designer, analyst
- Setup walkthrough for Excel, PowerPoint and Word add-ins
- MCP connections to QuickBooks, Xero, Drive and Notion
- Real prompts and workflows that produce board-ready output
EZYE OS · Finance Automation Cheat Sheet
I Replaced My Entire Finance Team — 5 Claude Agents Did the Job
by Divjot Sahni · EZYE Consulting · ezye.com.au
Step 1 — Install the Finance Agents pack
1
Open Excel, PowerPoint or Word with a Claude Team or Enterprise account
2
Add the Claude Finance Agents pack from the add-in store
3
Sign in — the agents appear in the side panel inside each app
Step 2 — Connect your data sources
1
Wire QuickBooks or Xero via MCP for live ledger access
2
Connect Drive and Notion for prior decks, memos, and board packs
3
Set per-agent permissions for which files each one can read and write
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