Expense statements sorted by hand. Client calls that took days to write up. Research that had to look like a big firm made it. Now Claude does the first draft of all of it, and a person approves every output.
Every quarter someone sorted a folder of statements and receipts by hand. Client calls turned into scoping documents days later. Leave and policies lived in spreadsheets and email threads.
Claude doing real work inside the business, on their own files and templates, with a person approving everything it produces.
Custom Claude skills for expenses, client calls and briefings, and a set of Microsoft 365 tools built with Claude Code. Each job was proven before the next one started.
Claude reads a quarter's statements and receipts and returns an Excel load sheet with every transaction attributed and every doubt flagged.
Card and bank statements, receipts, scans and emailed receipts.
By content, not file name. Matches each line to a person and a receipt, and pulls the tax.
One row per transaction, and one row per source file.
Only approved rows go on to the books.
| Date | Vendor | Amount | Tax | Source | Status |
|---|---|---|---|---|---|
| Mar 04 | Airfare · client visit | 486.20 | 38.90 | Card 01 | Attributed |
| Mar 05 | Hotel · two nights | 352.80 | 35.28 | Card 01 | Attributed |
| Mar 08 | Software subscription | 54.00 | 0.00 | Card 02 | Attributed |
| Mar 12 | Card payment | -1,800.00 | 0.00 | Card 01 | Not expense |
| Mar 15 | Team lunch | 212.45 | 12.75 | Bank | Review |
| Mar 19 | Rideshare · emailed receipt | 28.60 | 2.29 | Card 02 | Attributed |
| Mar 22 | Refund · office supplies | -41.25 | -2.48 | Card 02 | Attributed |
| Mar 27 | Conference registration | 575.00 | 46.00 | Card 01 | Attributed |
Mock-up with sample data. The real load sheet has the same structure.
The finance lead stopped sorting paper and started approving a finished sheet.
After a client call, Claude turns the transcript, or a spoken summary, into six standard documents ready to review and send.
"If it wasn't said, it isn't written."
The skill's first ruleA client call becomes professional follow-up the same day, not the same week.
Mock-up with a fictional client.
We built the firm a library of more than 50 components in its own colors and typeface. The team picks what a briefing needs, and Claude assembles it.
Mock-up with sample content, shown in Floor 16 colors.
Briefings that read like a much larger firm made them, with no designer on staff.
Claude Code is how Floor 16 builds. With it we built the firm a set of SharePoint tools that set themselves up, share one staff list, and run inside the firm's own Microsoft 365.
No new login. The tools live in the firm’s own Microsoft 365, with its own permissions.
Mock-up with sample data.
Every job was scoped with one question answered in writing: what may Claude do by itself? It reads and drafts. It never sends, records or deletes.
| Job | Reads | Drafts | Sends or records | Deletes |
|---|---|---|---|---|
| Statements and receipts | ||||
| Call transcripts | ||||
| Client email and Teams | ||||
| Briefing sources |
Each job was proven on real work before the next one started. The firm saw each one working before it moved on.
a finished load sheet instead of sorting a folder by hand every quarter.
from a client call to six documents, with the open questions already listed.
output approved by a person, on the firm's own files, inside its own Microsoft 365.
Thirty minutes on what's working, what isn't, and where Claude could take the busywork.