Why We Switched Our Team to Claude and What It Means for Our Clients

At HAB Strategy, we've standardized on Anthropic and Claude to help our team work more efficiently, analyze financial information faster, and spend more time on strategic thinking and decision-making. Working with the latest and greatest technology empowers our team with more tools to leverage their training and experience to drive value for our clients in the right way.

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AI Could Be Helpful - How Will We Know What Works for Us?

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While we are no strangers to adopting technology, it has been critical to test which ones made sense for our team. We started with CHATGPT but continued to keep an open mind 

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Which platform best supports the way our team works?

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When Anthropic took an ethical stand against the overreach of the US Pentagon, it caught our attention as a potential alternative. But what really was an extra differentiator was the quality of the CLAUDE platform. Within a few weeks of testing, we moved our entire team over from CHATGPT to CLAUDE. 

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Why Claude Fits the Way We Work

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At HAB Strategy, our value extends beyond producing basic financials or simple spreadsheets. Our value is helping founders understand what those reports mean and make the most informed and strategic decisions to help business grow, transform and exit.

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Using Claude allows our team to:

• Summarize lengthy operational documents in minutes
• Identify initial patterns across multiple data sources
• Organize large amounts of information into a clean format
• Draft a first version of internal documentation
• Challenge our assumptions by asking other questions
• Proof-read  stakeholder communications
• Accelerate research without sacrificing critical thinking

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Unlike finance teams focused on one single business, our team moves between businesses and operating models every week. Claude helps our team quickly absorb information while maintaining high standards across engagements.

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Instead of spending hours organizing information, we spend those hours helping leadership teams make better decisions.

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Benefits For Our Clients

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With our curious personalities, can-do attitudes and roll up our sleeves approach, we truly care about the working experience our clients have. Building trust, using accurate data and customizing solutions for each client is imperative and so utilizing a tool such as Claude helps our team focus on getting deliverables done efficiently and in a timely manner that clients can trust.

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Some specific benefits worth mentioning:

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Faster Insights

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Claude helps our consultants process reports, meeting notes, budgets, and operational documents more efficiently, allowing us to identify trends and opportunities sooner.

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Better Summaries for Better Decisions

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We use AI to organize information into concise executive summaries that highlight what matters most-while our team validates every recommendation before it reaches the client.

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Improved Accuracy Through Verification

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Our team uses Claude to identify inconsistencies, challenge assumptions, cross-reference supporting information, and flag areas requiring further investigation. Human expertise always provides the final judgment, but AI serves as an additional layer of review that strengthens our overall quality.

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Greater Efficiency

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Every hour saved preparing documents is another hour available for strategic planning, financial modelling, cash flow forecasting, fundraising support, or executive coaching. AI allows us to spend more time delivering exactly that.

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The HAB Strategy AI Principles & Using Them Responsibly

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At HAB Strategy, every AI-assisted deliverable follows a simple set of principles:

• Our team always leads the engagement.
• CLAUDE accelerates analysis, but it never replaces professional judgment.
• Client information is handled responsibly.
• Every recommendation is reviewed, validated, and contextualized before being shared with clients.
• Our goal is always better outcomes—not simply faster outputs.

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Leading the new generation of finance professionals with fractional work, we are always testing and iterating on what tools can drive value for our clients and ensure a seamless working experience. With our focus always fixed on determining what works best for our clients, processes and deliverables, Claude has been a journey that we are excited to continue on knowing it will help us deliver clearer recommendations faster and better.

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About the Author

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Dave Berney is the founder of HAB Strategy, a fractional finance team firm helping startups and growing businesses strengthen financial operations, improve decision-making, and scale with confidence. Through a combination of financial expertise, strategic advisory, and modern technology, HAB Strategy partners with founders to build businesses designed for long-term success.

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Want to see how our AI-powered approach benefits your business? Schedule a call with our team today.