Claude Cowork for Accountants:
Free Webinar

60 minutes that will show you exactly how accountants use it to handle real problems — live, in real files, no code required.

Thursday, 22 May 2025  ·  6:00 PM BST  ·  Online via Zoom  ·  60 min + Q&A

Save My Spot →

Free · Limited spots available

Programme

60 minutes with Claude Cowork, structured to move fast.

0:00 What is Claude Cowork/Claude Code & why accountants care

A quick intro to what Claude Cowork actually is, why it's different from ChatGPT, and how to get it running in under 15 minutes.

0:10 Live demos: 5 real accounting tasks

Reconciliations, client emails, reports, CSV cleanup, and reusable monthly routines — done live, on screen.

0:40 Getting the most out of Claude Code

How to write prompts that get the output you want, how to give Claude Code standing context about your firm, and how to save routines so you never repeat yourself.

0:50 Limitations & what to watch out for

Where Claude Code gets it wrong, when not to trust the output, and how to handle client data responsibly.

0:55 Open Q&A

Bring your real use cases — we'll work through them live.

Save My Spot → Thursday, 22 May · 6:00 PM BST · Free

What Claude Code does for you, live on screen

Five tasks accountants waste the most time on — each solved with Claude Code, step by step, no code written.

Demo GIF

Use case 01

Reconcile two Excel exports automatically

Flag every mismatch between bank statements and your ERP in seconds — no formulas, no manual comparison.

Demo GIF

Use case 02

Generate client follow-up emails from a list

Turn a spreadsheet of missing documents into personalised chasing emails — one command, all clients done.

Demo GIF

Use case 03

Turn raw data into formatted month-end reports

Take raw numbers and get a formatted, ready-to-send VAT or month-end report. No copy-pasting.

Demo GIF

Use case 04

Clean messy CSV exports from banks and ERPs

Fix misaligned columns, junk rows, and inconsistent date formats in any export — automatically.

Demo GIF

Use case 05

Build reusable monthly routines

Save your workflow once. Run it across all clients every month with a single command — no repetition, no re-explaining.

How the session runs

Practical and live — no slides, no theory. Just demos you can replicate the same day.

45'
Structured session with live demos Setup, real use cases, prompting tips, and what to watch out for.
15'
Open Q&A Bring your questions and real use cases — we'll work through them live.

Who should attend

Claude Code works directly with your files. If you work with Excel and email, you have everything you need — no technical background required.

Accountants and bookkeepers looking to reduce manual, repetitive work
Finance managers who prepare regular reports and want to move faster
Accounting firm owners exploring AI tools for their team
Anyone who's tried ChatGPT and felt it wasn't quite there — Claude Code is a different category

Most accountants already know about Claude Code. The problem isn't access — it's knowing exactly what to do with it. That's what this session is for.

Your speakers

Practitioners who use Claude Code in real accounting workflows every day.

[Speaker 1 Name]

[Title, Company]

[2–3 sentence bio about Speaker 1's background and why they're passionate about accounting automation.]

[Speaker 2 Name]

[Title, Company]

[2–3 sentence bio about Speaker 2's background and why they're passionate about accounting automation.]

What people are saying

"I had no idea this was possible. I ran it on our bank export and it flagged three mismatches I would have spent an hour finding manually."

— [Name, Title]

Save your spot — it's free

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