
This course provides a concise overview of how Claude Cowork transforms artificial intelligence from a passive conversational tool into an active, execution-driven digital co-worker for accountants. Participants will explore how AI agents can access files, plan multi-step workflows, and produce real outputs such as reports, spreadsheets, and dashboards.
The course emphasizes a critical shift in the accounting profession—from manual production to intelligent direction—where practitioners design workflows, embed institutional knowledge, and oversee AI-generated outcomes. Through real-world use cases such as receipt processing, financial analysis, and recurring reporting, learners will gain practical insight into leveraging AI as infrastructure, not just intelligence.
Topics Covered
Claude vs. ChatGPT: Professional vs. generalist AI
Claude Cowork architecture and capabilities
Folder-based workflows and AI execution
Skills and instruction files (claude.md)
Automating recurring accounting processes
Data extraction and report generation
Risk, governance, and safe AI usage
Target Audience
Accountants, CPAs, and finance professionals seeking to move from manual execution to AI-driven workflow design and strategic oversight.
This course includes: