20 minutes, no preparation. Then a free one-month check of your books, if it fits.
Your finance tools
Your workflows, on schedule
Soldane
ClaudeYour team’s subscription
Connected
Missing receiptsWeekdays 06:00
✓ 12 attached
Duplicate & IBAN checkBefore each payment run
1 needs you
Cash forecastMondays 07:00
✓ Switched on
New · built by your Claude
Illustrative examples. Logos are trademarks of their owners.
For a London medtech start-up
13,000Xero lines checked in one run
≈ 2 weeksof manual review saved (our estimate)
How it works
Ask. Approve. It runs.
Connect your AI and your tools
Keep the Claude or ChatGPT you already pay for. We connect it to your bank, accounting and files.
Your AI✓ Connected
Banks✓ 3
Accounting✓ 2
Files & email✓ 3
Ask in plain words
Your AI builds the workflow and shows you every step before anything runs.
Each morning, ask whoever paid by card for the missing receipt.
Your Claude · via Soldane
Here’s the workflow. It only emails your own team. Switch it on?
06:00→→→
Switch onEdit
It runs, you approve
It all shows in your dashboard. Every run is logged, and every payment waits for your OK.
Missing receiptsWeekdays 06:00
✓ 12 attached
Bank matchingDaily 07:00
✓ 418 lines
Payment runThursdays 10:00
Awaits your OK
An honest comparison
Keep your AI. We add the finance plumbing.
Claude and ChatGPT already do a lot on their own. Here’s what they do out of the box, and what Soldane adds for a finance team.
Built inPartly, depends on setupCustom setupno built-in connector found
For a finance teamBuilt inPartly, depends on setupCustom setupno built-in connector foundClaudeweb & desktopClaude CodeAnthropicChatGPTBusinessCodexOpenAIWith Soldaneplus your Claude or ChatGPT
Xero, through its official connectorPartly, depends on setupPartly, depends on setupPartly, depends on setupPartly, depends on setupYes
Swiss banks, bexio, Revolut Business, AbacusCustom setupCustomCustom setupCustomCustom setupCustomCustom setupCustomYesWe set it up
Runs on a schedule while you’re awayBuilt inBuilt inBuilt inPartly, depends on setupYes
Real formulas and the same steps every run, not AI guessesBuilt inBuilt inPartly, depends on setupBuilt inYes
Your AI never sees your bank or accounting keysPartly, depends on setupPartly, depends on setupPartly, depends on setupPartly, depends on setupYes
Every payment a workflow prepares waits for your approvalPartly, depends on setupPartly, depends on setupPartly, depends on setupPartly, depends on setupYes
One run history for the finance lead, across every workflowPartly, depends on setupPartly, depends on setupBuilt inPartly, depends on setupYes
Someone keeps it working when your bank or software changesYouYouYouYouYesWe do
AI tools: based on vendor documentation, October 2026, for business plans (Claude Team and Enterprise, ChatGPT Business and Enterprise). They change fast; we re-check monthly. Soldane column: what we set up and commit to in your contract.
Use cases
Ten finance jobs your team can stop doing by hand.
Describe the job to your own Claude or ChatGPT. It becomes a workflow that runs on schedule, connected to your bank and your accounting. Every decision stays with you.
Everything runs in your own cloud account. The keys to your bank and accounting stay in a locked safe that only the gatekeeper can open.
Your company’s cloudRegion you choose, e.g. Switzerland
Your AI
Writes the workflows. No keys.
Workflows
Do the daily work
Gatekeeper
Adds the key, checks, logs
Your dashboard
You approve payments
Safe
Holds your bank & software keys
Your bank & software
Your access keysTheir only pathData only, never keys
Your AI writes the workflows. Only the gatekeeper uses the keys.
Names, not keys
Your AI and its workflows only handle names like “bexio key”. The gatekeeper swaps in the real one on the way out.
Only your own tools
Calls to anything not on your list are blocked. Every call is logged.
Nothing goes out without you
Payments wait for your OK, then for your usual signature in e-banking. Emails to anyone outside your company wait too, unless you decide otherwise for a given workflow.
Your cloud, your region
Workflows, safe and logs live in your own cloud account, in the region you choose.
In plain wordsYour AI does see the data it works on for a task, such as the ledger lines it checks. It never gets the keys to fetch more on its own. By default, Anthropic and OpenAI don’t use data from their business plans to train their models.
A medtech start-up in London · Anonymous until they agree to be named.
Their head of finance already used Claude. But in their setup it couldn’t open the receipts in Xero, so checking the books still meant going through them line by line.
We set up one check that went through every line: is the right receipt attached, is the VAT code right, is the account right? It listed only what needed a human.