Financial health check without new spreadsheets - Claude Tutorial

Most financial reviews fail because the data is spread across too many files and no one wants to reconcile them manually. What's missing is a way to look at it together and answer a basic question. Do these numbers even line up? If we take a look at some of the files in our directory, we can see that we have a balance sheet as well as a budget, a financial statement, plus things like labor expenses, marketing expenses, overhead costs, and some sales and marketing content like retail sales, sales by region, and our customer list. These are pieces of the larger financial puzzle for our company. The value would come from analyzing them together and that's what Cowork is really good at. I'm going to choose the work folder and I'll say review the balance sheet, financial statement, budget, and expense spreadsheets in this folder together. Tell me whether the numbers appear directionally consistent, where totals or categories do not line up and what assumptions would need validation. Do not…