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.