AI workflows for accounting firms
Each of these is a worked demonstration of one specific accounting job done by AI, on real inputs, with the output verified. They share one rule: the computer operates the system, and a human approves every write. Nothing changes a client's books silently.
Automating transaction categorization
Claude learns your existing coding from three months of history and codes a fresh month in about 60 seconds. Ambiguous vendors get refused, not guessed.
ReconciliationBank reconciliation without system access
Three exported files in, a tied reconciliation out. No logins, no integration. Every exception flagged for approval, never silently fixed.
Month-end closeRunning a full close, checklist to tie-out
Categorize, reconcile, book the approved fixes, produce the package — with a human approval gate on every step that writes. A morning instead of a week.
The rule all of these share
Every workflow is approval-gated. The computer does the work and shows the evidence; a person signs before anything is written. That constraint is not a limitation bolted on afterwards — it is what makes any of this usable on client books rather than a demo. A confident wrong answer in accounting is worse than no answer.
Want one of these running on your books?
Built on your data and your process, not a template. Scoped, fixed-fee, and you own what gets built.
Book a callNew workflows land on the YouTube channel first, then get written up here.