Harbor View Wayfinder demo: a finance team in Claude, Notion and Microsoft Teams
Harbor View Wayfinder demo · Fictional client. Scripted demo. No AI calls or live systems.
Claude · Harborlight Finance
Scene 1 · Staff Accountant · Wed, Nov 4
It's workday 3 of the October close, and Priya, the Controller, is on vacation all week. In September Priya walked Harbor View through the close, so the grant allocation now has a written procedure in Notion. Sam, the Staff Accountant, is the named backup and has never run it.
Send Sam's request to Claude.
Suggested message: Priya's out this week. How do I run the October grant allocation?
At most organizations, the finance function lives in one or two people's heads.
When one of them is out, the close slips, the audit drags, and the leader can't answer a funder without making a call.
Harbor View Wayfinder
Harbor View is in the business of better. We learn how your finance team really works, put Claude to work on it with a record you own, and keep making it better every month.
- Claude does the reading and the routine work
- Notion holds the record you own
- Teams is where your people already talk
Five short scenes at Harborlight Community Network, a fictional nonprofit. About 6 minutes, and you can jump to any scene.
Fictional client. Scripted demo. No AI calls or live systems.
About Harbor View Wayfinder
A finance function that runs without any one person, including you.
Harbor View is in the business of better. We learn how your finance team really works, write it down in a record you own, and help your people make it better every month, with Claude as their assistant.
For nonprofits and owner-led companies whose finance function lives in one or two people's heads.
ClaudeThe natural-language interface to your systems. Your team asks in plain English and works from the answers.
Notion, or the platform you already haveManages and tracks the knowledge of the work: activities, owners, procedures and improvements.
Microsoft TeamsStores your files securely: supporting workbooks, financial reports and board decks.
1. Capture
First 30 days
Guided: your team records themselves doing the work, with our guidance. Full service: our local team interviews your people and drafts the procedures. Either way, every finance activity goes into a workspace you own, with an owner and a backup on each one.
2. Build
After Capture
Month-end close procedures and an observations report, or the full procedure library, an improvement database, workbook and systems reviews, and a roadmap.
3. Operate
Monthly
Each month we work with your team to make one more process better. Claude, connected to your workspace, helps your people find answers and prepare routine work for their review. New hires learn from the record, and every gap you find feeds the roadmap.
- You own everythingYour workspace and every procedure are yours from day one, in the contract.
- Your first phase is money-back guaranteedOn day 30, we'll ask you one question: Is your organization better than before you met us? If your answer is no, we'll refund every dollar you paid for our first phase.
The demo uses a fictional client and scripted responses. It makes no AI calls and touches no live systems. In a real engagement, everything lives in accounts you own. The demo shows Notion; if your team already runs on monday.com, Smartsheet or Asana, we build there instead.