Solutions: Complementary

Claude builds model.
Rockhopper owns truth.

Claude handles intelligence and generation. Rockhopper handles accountability. Together they form AI finance stack your CFO can trust.

See stack in action

Claude boundary

Intelligence. Analysis. Generation.

  • Builds financial models
  • Updates assumptions at scale
  • Generates variance commentary
  • Answers financial questions

Rockhopper domain

Trust. Control. Accountability.

  • Tracks every cell Claude touched
  • Routes material changes for approval
  • Holds immutable audit trail
  • Enables one-click revert

How stack works

Claude prompt to CFO sign-off in one governed flow.

  1. Step 1 · Claude

    Claude executes instruction

    Prompt: update revenue model from Q4 memo, revise EBITDA projections, and flag covenant implications. Claude applies updates across pricing, volume, EBITDA, and debt tabs.

    Revenue_Model.xlsx updated. 47 cells revised across 4 tabs.

  2. Step 2 · Rockhopper

    Rockhopper captures and classifies

    Every changed cell is logged and classified as structural or input with quantitative impact calculations and reviewer-ready summary.

    3 material, 12 structural, 32 input changes. EBITDA impact: -$11.4M.

  3. Step 3 · Rockhopper

    Rockhopper routes by policy

    Threshold and SOX rules trigger controller routing and distribution pause until sign-off is complete.

    Revenue threshold crossed. SOX rule triggered. Controller review required.

  4. Step 4 · Human reviewer

    Controller reviews summary

    Reviewer validates plain-English change narrative instead of manually inspecting hundreds of cells.

    Approved in minutes. Follow-up question routed to Claude in thread.

  5. Step 5 · Rockhopper

    Version locked and audit completed

    Approved version is locked, immutable snapshot created, and full agent+human decision trail stored.

    v6.2 locked. Audit snapshot exported. Distribution cleared.

Assurance layer

Rockhopper bridge between agent output and accountable finance decision making.

Claude action

Builds and updates models quickly

Rockhopper governance

Captures every changed cell and quantifies impact before distribution.

Claude action

Analyzes and drafts commentary

Rockhopper governance

Routes material outcomes to the right human approver by configured policy.

Claude action

Answers ad-hoc finance questions

Rockhopper governance

Preserves durable audit memory across sessions, versions, and reviewers.

Claude action

Accelerates spreadsheet output

Rockhopper governance

Enforces SOX-aligned controls, immutable logs, and instant reversion.

Rockhopper role in stack

Six conditions that make AI deployment possible in enterprise finance.

01 — Observability

See everything agent touched

Cell-level visibility into what changed, by how much, and what it means before human sign-off.

Cell diff Impact calc Agent attribution
02 — Trust

Human control at thresholds

Materiality gates and approval workflows apply to every contributor, including agents.

SOX controls Approval gates Distribution locks
03 — Reversion

Undo agent actions instantly

Every version retained indefinitely with one-click rollback and context of what is being restored.

Version history One-click revert Forever retained
04 — Collaboration

Faster human review

Review concise change narrative and thread questions directly where agent edits occurred.

Change summary @mentions Threaded review
05 — Governance

Enterprise-grade audit trail

Immutable logs combine every agent action and human decision into export-ready evidence.

Immutable log IFRS · SOX Auditor export
06 — Source of truth

One version everyone trusts

Version pinning and context-aware sync keep controllers, FP&A, and leadership on same state.

Version pinning Live sync Source of truth

What's here. What's next.

Build schedule with live capabilities and near-term roadmap.

Live now

Cell-level change tracking for Excel

Every human and agent edit attributed with materiality context and complete retention.

Live now

Version control with automatic context

Each save includes structured summary and supports one-click rollback.

Live now

360 collaboration hub

Threaded comments, versioned discussion, and @mentions anchored to model context.

Coming soon

Claude action capture and review routing

Automatic logging and policy-based routing for Claude-generated material changes.

Coming soon

SOX control layer for AI agents

Segregation of duties, approval gates, and distribution locks for agent outputs.

Coming soon

AI error detection and linting

Scan for formula errors, hardcoded values, broken links, and outlier behavior before review.

Future

Multi-agent orchestration observability

Track which agent made which contribution and route right slices for human review.

Future

Automated tie-out against source docs

Cross-check model outputs against ERP exports and source docs with explained variances.

“Future audit is collaboration between agents and humans. Tools must welcome both equally.”

Sebastian Perez Lawrence · Cofounder & CEO

Solutions: Complementary

AI your CFO will actually trust.
Claude + Rockhopper.

Claude brings intelligence. Rockhopper brings accountability.

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