For Finance Teams

Read-only access. Full insight.

Give your finance team AI access to live financial data — with architectural read-only permissions that cannot be overridden, and a full audit trail of every query.

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Claude
On Belay · Finance

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MCP Tools

  • get_my_context
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  • get_integration_credential
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Context loaded: Finance Team · Clive Coffee. Stripe read-only access loaded. Acumatica read-only. No write permissions in this session — by design.
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Pull MRR for the last 6 months and build the waterfall for the board deck.
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Pulling Stripe data… MRR Waterfall (Oct 2025 – Mar 2026): Oct: $41,200 → Nov: $43,800 (+6.3%) → Dec: $48,100 (+9.8%) → Jan: $44,600 (-7.3%) → Feb: $47,200 (+5.8%) → Mar: $51,400 (+8.9%) Net new: $10,200. Expansion: $6,400. Churn: $3,800. Ready to format for slides?
Message Claude…
Read-only by design

This is not a toggle. It's the architecture.

Finance integrations in On Belay are provisioned read-only at the API credential level. There is no “write mode” to enable, no instruction that unlocks it, no override. Claude cannot write to your financial systems because the credential it holds has no write permission.

Finance teams shouldn't have to choose between safety and productivity.

Right now, most do.

Teams avoid AI entirely — or use it unsafely.

Finance is either locked out of AI productivity because of security concerns, or someone's pasting Stripe exports into Claude with zero guardrails. Neither is acceptable.

Credentials over Slack. API keys in spreadsheets.

When teams need data access, they route around process. Credentials get shared informally. No one knows what's connected or who has access to what.

No audit trail means no accountability.

Who pulled revenue data before the board meeting? What did Claude have access to during that session? In finance, every data access needs to be defensible.

What your finance team can do.

Analytical power. Zero write risk.

Stripe MRR analysis and waterfall builds

Pull subscription metrics directly, build recurring revenue waterfalls in any format.

Cohort retention analysis

Analyze customer cohorts from Stripe data — retention curves, LTV patterns, churn segments.

Board deck financial narrative

Translate raw numbers into the narrative your board actually reads.

Investor reporting drafts

Pull the numbers, apply your reporting format, draft the investor update.

Anomaly flagging and variance analysis

Identify unusual patterns in revenue data and surface them with context.

Full audit trail via log_action

Every query, every data pull, every generated output — logged with timestamp and actor.

Financial analysis prompts that just work.

Live data access. Structured output. Auditable.

"Pull MRR for the last 6 months, build a waterfall showing new, expansion, and churn, format for board deck."

Stripe read-onlyBoard template

"Cohort retention: group customers by acquisition month, show 3-month and 6-month retention rates."

Stripe read-only

"Build the unit economics section for the Q1 investor update — CAC, LTV, payback period, gross margin."

Stripe read-onlyAcumatica read-only

Connected integrations

Read-only at the credential level. No exceptions.

Striperead-only
Acumaticaread-only

Guardrails built for financial risk.

Some things shouldn't be configurable. They aren't.

Non-negotiable

NO write operations to financial systems

Read-only is architectural. It's not a setting or an instruction — it's the permission model. Claude cannot write to Stripe or Acumatica from any finance session.

No PII in output

Financial analysis outputs contain aggregated data only. Customer names, emails, and identifiers are never surfaced in Claude responses.

No credential echo

API keys are encrypted in storage and never returned in responses. Claude cannot surface credentials even if asked.

Financial AI that your auditors would approve.

Read-only by design. Audited by default. Ready in minutes.

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