Press release
Savant Labs Launches Savvy for Claude, Turning Finance Expertise Into Shared Workflow Agents
Savant Brings Finance Controls to Claude
Savant's AI copilot for finance captures institutional knowledge in governed processes that teams can understand, maintain, and run.
Every finance team has processes only a few people know how to run. Savvy captures that reasoning through conversation and turns it into a workflow colleagues can review, approve, and reuse”
— Chitrang Shah, Co-founder & CEO, Savant Labs
SAN FRANCISCO, CA, UNITED STATES, November 10, 2026 /EINPresswire.com/ -- Savant Labs today announced that Savvy, its AI copilot for finance, is now available through Claude. Savvy works with finance teams to capture institutional knowledge and turn it into documented workflow agents with repeatable execution, human approvals, and audit trails.
Critical finance processes often depend on a few people knowing how the work gets done: which adjustments to make, how to interpret an exception, and when a result requires further review. That expertise can be difficult to transfer, creating operational risk when responsibilities change or a key employee is unavailable.
Through a guided conversation in Claude, Savvy helps users describe their process, clarify business rules and exceptions, and review the resulting documentation. Once approved, that documentation becomes the basis for a Savant workflow agent the team can inspect, maintain, and run.
"Every finance team has processes that depend on a few people knowing exactly how the work gets done," said Chitrang Shah, Founder and Chief Executive Officer of Savant Labs. "Savvy helps make that expertise accessible to the whole team. It captures the rules and reasoning through conversation and turns them into a documented workflow that colleagues can review, approve, and reuse."
Preserving the Knowledge Behind the Work
A tax workpaper, for example, requires more than combining files and applying calculations. The preparer knows which entity-specific treatments apply, which descriptions need investigation, and which items to escalate to a reviewer.
Savvy helps make those decisions explicit. Teams can establish approved rules, identify where AI judgment is appropriate, and define the points requiring human approval. Savant then executes the workflow deterministically, meaning every run follows the same defined steps, with recorded inputs, outputs, and review history.
The approach supports workpaper preparation across tax, month-end close, reconciliations, and reporting, helping teams share responsibility while preserving the business knowledge and controls behind each process.
Shared Knowledge With Finance Controls
The Savant AI Control Layer connects knowledge capture and collaboration with deterministic execution, human oversight, audit trails, and data lineage (a record of where each figure came from and how it was transformed). Permissions and approval boundaries govern data access and actions, while automatically generated documentation explains how workflows operate.
Teams build and maintain workflow agents in an environment modeled on familiar spreadsheet conventions. Savant combines AI judgment with deterministic processing to reduce unnecessary model calls, and supports customer-selected AI providers under a consistent control framework.
Savvy runs natively in Savant and is also accessible through ChatGPT. Its availability through Claude expands how finance teams can contribute their expertise while keeping approved processes and controls in Savant.
About Savant Labs
Savant Labs provides the AI Control Layer for Finance. Built for finance teams, Savant connects data, business systems and customer-selected AI models to governed workflows for tax, reconciliation, close and reporting. Teams capture institutional knowledge and run processes with repeatable execution, human approvals, automatically generated documentation, and audit trails. More information is available at www.savantlabs.io
Matthew Mesher
Savant Labs
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