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Built for the office of the CFO Work with Monty from Claude or ChatGPT

YOUR BOOKS. TAKEN CARE OF.

Make room for
your best thinking.

Monty closes your books and delivers numbers you can trust.

Book a demo
Explore Monty

WORK WHERE YOU WORK

ClaudeChatGPTQuickBooksExcelGoogle DriveSlack

YOUR BOOKS. OUR RESPONSIBILITY. 01 /

We close your books.
You lead the business.

Monty performs the accounting work, remembers how your business operates, and keeps each month moving—even between conversations. Reconciled books, accounting adjustments, supporting evidence, and financial statements arrive ready for your sign-off. You handle the decisions that need your judgment. Fractional CFOs gain capacity to serve more clients; in-house CFOs spend less time coordinating the close.

See Monty at work

AGENTS FOR YOUR FINANCE WORKFLOWS 02 /

Agents that move
your work forward.

Delegate analysis, reporting, and follow-ups
from Claude or ChatGPT. Keep the decisions that need you.

01 /

See the story behind the numbers.

An agent traces material movements to their source and prepares explanations with supporting evidence. Your team reviews the open questions and finalises the commentary.

Source context Evidence in view Your judgment
Monty CFO workspaceIllustrative preview
What changed in our operating profit this month?
MONTY Analysis prepared for review

Monthly variance review

General ledger · Supporting documents

Revenue$480,000+$40,000
Operating costs$342,000+$18,000
Operating profit$138,000+$22,000
Monthly variance review — illustrative figures
AccountPrior monthThis monthMovement
Revenue$440,000$480,000+$40,000
Delivery costs$110,000$120,000+$10,000
People costs$180,000$160,000−$20,000
Software$12,000$30,000+$18,000

Software increased by $18,000. The supporting invoice includes additional seats; confirm whether the charge is recurring before finalising the commentary.

Software invoice.pdf
Ready for your reviewConfirm the software assumption
Illustrative CFO workflows. Explore fit and availability in your demo.See it with our team

YOUR TOOLS. MONTY CONNECTED. 03 /

Work where
you already work.

Everything you do with Monty,
from your books and close to your own workflows,
can happen in Claude or ChatGPT through MCP.

01

Your AI tool. All of Monty.

Direct Monty through Claude or ChatGPT via MCP (Model Context Protocol). Ask about the books, manage the close, and run your own workflows—all from the AI interface you already use.

02

Agents for your own workflows.

Put Monty’s agents to work on the processes your team already runs. Delegate recurring tasks, request analysis, and review results wherever you work.

03

Context that carries forward.

Business knowledge, accounting state, evidence, and ongoing work persist in Monty across conversations and AI interfaces. Each month builds on the last, reducing repeated work and questions.

A DIFFERENT KIND OF FINANCE WORKSPACE

The future of finance
has a human centre.

Technology should give you more room to think.
More context to act. More capacity to lead.
That is the space we are building with Monty.

LET’S TALK ABOUT YOUR TEAM

A new perspective
starts here.

Bring your questions. We’ll bring Monty.
See Monty take ownership of the books, complete the close, and put agents to work on your own workflows. All from Claude or ChatGPT through MCP.

Book a demo

IN YOUR DEMO

Reconciled books and financial statements, ready for sign-off
Agents for the workflows your team wants to delegate
Everything from Claude or ChatGPT through MCP
Your work. Your questions. Your next step.