Firm360, an all-in-one practice management platform for accounting firms, has launched the\u00a0Firm360 Claude Connector. Built on Anthropic\u2019s Claude, it lets partners, firm administrators, and practice leads ask plain-language questions about their firm and get answers in seconds, pulled live from Firm360. <\/p>\n
The connector is built for the kind of question that comes up between meetings \u2014 the one a partner would otherwise write down to look up later.<\/p>\n
A partner can open Claude and ask\u00a0\u201cWhat\u2019s our current WIP across open engagements?\u201d\u00a0or\u00a0\u201cWhich clients have invoices overdue more than 60 days?\u201d\u00a0and get an answer in seconds. The connector covers the financial signals that drive firm health: work-in-progress, realization, write-ups and write-downs, overdue invoices, and client-level profitability. These are the questions partners take into their partner meetings, and the same ones that come up in between, when waiting isn\u2019t an option.<\/p>\n
Every partner already has what they need to run a stronger firm. The problem was never the data; it was the distance to it. So we closed the gap,\u201d said\u00a0Patrick O\u2019Neill, CEO of Firm360. \u201cNow you ask, and Firm360 answers, instantly. This is one of the most powerful tools we\u2019ve ever put in a partner\u2019s hands, and there\u2019s more coming.\u201d<\/p>\n
Founder Brandon Gray framed the product in operational terms:<\/p>\n
\u201cWhen a question comes up about the operations of the firm, partners want the answer in the same minute while it\u2019s on their mind,\u201d said\u00a0Brandon Gray, accounting firm owner and founder of Firm360. \u201cThe data has always been inside Firm360. The connector lets a partner ask for it in a conversational way. That changes how quickly a partner can get the data and take action based on what they see.\u201d<\/p>\n
The Firm360 Claude Connector is available today to a limited beta cohort of firms with an active Firm360 subscription and a Claude.ai Pro or Team plan. Configuration takes minutes; there\u2019s nothing to migrate and nothing for IT to set up. A firm\u2019s data stays inside Firm360, and Anthropic does not use it to train its models.<\/p>\n
Firms can see the connector in action and book a live walkthrough at\u00a0myfirm360.com\/claude<\/a>.<\/p>\n Sign in to get access to this free resource, and all of our whitepapers and reports.<\/p>\n \t\t\t\t\t \t\t\tDownload this content today!<\/p>\n Register to get free access to this content, as well as newsletters, continuing education, podcasts, and more\u2026<\/p>\n \n\t\t\t\t\t\t\t![\"](\"https:\/\/www.cpapracticeadvisor.com\/wp-content\/uploads\/CPAPA-Logo.svg\"){kind=logo}
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