Let Claude draft a client’s monthly management accounts pack — shared only after a manager approves it.

Business situation

A London accountancy practice prepares monthly management accounts for ABC Limited. Each month a manager pulls the profit and loss, balance sheet and aged debtors from Xero, compares them with the budget the client keeps in SharePoint, writes a page of commentary and sends the pack to the director.

Why existing tools alone are insufficient

An AI can write sensible commentary on a set of figures, but it has to be given the figures first — usually by pasting them into a chat. Once written, there is nothing to stop a draft reaching the client before anyone has checked it. And a direct Xero connection would expose payroll detail the client’s director is entitled to, but the practice’s assistant does not need.

Systems involved

• Xero — the month’s reports.
• SharePoint — the client’s budget.
• Kroy Artifacts — the draft and approved packs.
• ABC Client Channel — where approved packs appear for the client.

Kroy architecture

Claude connects to Kroy. Xero and Microsoft 365 are connected to Kroy by the practice. The Prepare Management Accounts Skill may read reports and the budget, create a draft pack and request approval. Publishing an approved pack to ABC Limited’s Channel is a separate step that requires a manager’s approval. Kroy holds every credential.

Workflow

1. The manager asks Claude: “Prepare ABC Limited’s management accounts for last month.”
2. Kroy checks the manager, the agent, the client and the Skill, then returns the reports via xero.reports.read and the budget via sharepoint.file.read. Wages are returned as a total; individual salaries are excluded.
3. Claude compares actuals with budget and the prior month, and drafts commentary on the main movements.
4. Claude requests artifact.create. Kroy saves the draft pack, linked to ABC Limited and the month.
5. The manager asks: “Send it to John.” Claude requests publication to the client Channel. Kroy refuses: the pack has not been approved.
6. Claude requests approval.request. The manager reviews the draft, edits one paragraph and approves.
7. Kroy publishes the approved pack to the ABC Client Channel. John is notified.

Agent permissions

Claude acts under the manager’s delegation and within the Skill. It can draft and request approval. It cannot approve, publish or edit an approved pack.

Human permissions

The manager approves packs for their clients. A partner can see every pack’s status. The client’s director sees only approved packs in the client Channel.

State changes

• A draft pack Artifact is created, then moves to Approved.
• The approved version is added to the ABC Client Channel.
• The month’s reporting task for ABC Limited is marked complete.

Audit outcome

Kroy records the reports read, the draft, the refused attempt to share before approval, the approval and the publication — each with the person, the agent and the policy.

External sharing

The approved pack appears in ABC Limited’s Channel. If the director uses their own AI, it can answer questions about the approved pack and nothing else. See a client using their own AI.

Security considerations

• Approval is enforced by Kroy, not requested of the AI.
• The client projection carries approved packs only — never drafts or internal notes.
• Salary detail is outside the Skill.

Setup requirements

• ABC Limited as a client entity in KroyDB, with a client Channel.
• Xero and Microsoft 365 connected to Kroy.
• Claude connected to Kroy.
• The Prepare Management Accounts Skill enabled, with approval required for publication.