Download the plugin, install it on the Claude Cowork desktop app, allow the local MCP servers, connect Round MCP with login, and run finance workflows.
Made for finance operators who work in Claude Cowork.
Modelled after the exact workflows of Anthropic's Finance teams
Claude Cowork path for finance operatorsWhat changed, what matters, and the one decision needed.
Keep the tax reserve ring-fenced until the next collections review.
Install
Cowork is the cleanest route for finance operators. Download the plugin zip, upload it in the Claude Cowork desktop app, allow the local MCP servers if prompted, connect Round MCP with browser login, then run one of the five CFO workflows.
Enter your work email and the official Cowork plugin zip will open.
No spam, ever. Your email is stored securely so we can send you updates about new use cases and workflows.
Five CFO workflows
Each workflow starts from Round evidence, creates a source ledger, drafts the finance artifact, and passes through the QA agents before the final controller can publish.
Every visible figure is traced back to Round, Round-Xero evidence, or a supplied source.
No confident board narrative built on an unproven spreadsheet assumption.
Clear decisions, risks, owners, and next steps instead of a generic memo.
AGENT 1
Turns Round cash evidence into the liquidity story the board can act on.
What changed, what matters, and the one decision needed.
Keep the tax reserve ring-fenced until the next collections review.
AGENT 2
Your 9am cash control note: what can move, what should wait, and what needs a source check.
Cash position, headroom, and the immediate operating call.
Fund the operating account. Do not draw reserve before collections are checked.
AGENT 3
Shows whether cash is there, what is missing, and which release decisions still need a human.
Funding confidence without pretending Claude can approve or release money.
AGENT 4
Treasury review today. Full close review when Xero is connected through Round.
Round cash and movement first. Full P&L, balance sheet, invoices, and AR/AP when Xero is available through Round.
CFO action: confirm June supplier timing before increasing discretionary spend.
AGENT 5
Pressure-test the runway number before it reaches the board.
Cash baseline now. Model risks, formula gaps, and sensitivities when the file is available.
Round supports the cash baseline now. Full diagnostics need the model plus Xero actuals.
The control model
Before anything is final, multiple specialist QA agents check the numbers, the story, the evidence, and the overall CFO usefulness. If something is uncertain or unsupported, the workflow sends it back for revision instead of letting it through.
Recomputes displayed numbers from Round MCP, Round-Xero evidence, or source extracts.
Checks whether the story is supported by the audited numbers and source ledger.
Scores artifact quality, decision usefulness, CFO tone, and unsupported-claim discipline.
Publishes only when the finance checks pass. Unsupported claims are removed or blocked.
Watch it work
The gated flow is Round MCP, source ledger, draft, Numerical QA, Narrative, CFO Quality, then Final Controller publishes.
Branded board templates
Custom build your own CFO agents
The free Round agents are the clean starting point when your finance work starts in Round. If your month-end still runs across Round, Xero, QuickBooks, NetSuite, Sheets, payroll files, board templates, approval threads, and finance rules that live in people's heads, Marco can customise Gina to the way your business actually works.
Gina / CFO AssociateRound, ledger, payroll, spreadsheets, board templates, approvals, and the places finance work really happens.
Source tracing, QA gates, approval rules, no-go decisions, and the finance judgement Gina must respect.
Board packs, cash briefs, month-end reviews, and readiness checks delivered inside your workflow, with humans approving the calls.
FAQ
It is for finance operators who want the visual zip install path inside Cowork instead of a terminal-first setup.
The package uses local MCP server entries for the finance quality harness and Round MCP bridge. Allowing them lets Cowork connect the workflows to Round evidence and QA gates.
Yes. The agents are built for Round MCP evidence, and the install flow asks you to connect Round with browser login before the first real run.
The plugin includes board pack, monthly financial review, CFO cash brief, payment and payroll readiness, and forecast model diagnostics workflows.
No. It prepares readiness packs and evidence checks, but payment, payroll, and cash-release decisions stay with your finance team.
Before anything is final, multiple specialist QA agents check the numbers, evidence, narrative, and CFO usefulness. If something is uncertain, it is sent back for revision instead of passed through.
Yes. The board pack workflow can work with your branded deck, filling finance slides while brand, legal, intro, appendix, and locked template slides stay untouched.
Round MCP signup
Round is an AI-powered finance automation platform for modern finance teams, covering treasury, accounts payable, payroll, and multi-entity cash workflows.
Claude Cowork
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