Claude training for accountants: AI that works with the systems your firm runs on

Most accounting professionals are using AI. Far fewer are using it in a way that compounds across their firm. The difference isn’t the tool. It’s whether AI is working alongside your data, your workflows, and your operating system, or working in a vacuum.

This free, hands-on session walks through how to leverage Claude on top of the systems your firm already runs on. You’ll see practical accounting use cases built live, from client communications to advisory prep to financial analysis, all grounded in the principle that your technology stack matters as much as the AI on top of it.

What we'll cover

• A framework for how AI fits into your firm’s technology stack: not as a standalone tool, but as a layer that works on top of your operating system

• Live demos of Claude applied to client communications, process documentation, financial analysis, and advisory prep, all built in the context of how your firm actually works

• A firm-specific AI assistant you build during the session using Claude Projects

• A clear picture of where AI agents are heading and why the infrastructure underneath matters more than the tool on top

• Practical guidance on AI security, data handling, and building an AI policy for your team

What you'll gain

• A framework for how AI fits into your firm’s technology stack, built to compound as your tools evolve

• A firm-specific AI assistant built during the session using Claude Projects

• A clear picture of where AI agents are heading and what it means for your practice to have the right infrastructure in place now

• Practical guidance on AI security, data handling, and team policy that you can act on immediately

Who this is for

Firm owners, partners, and their teams at any stage of AI adoption. This session is valuable for users of all AI tools and all practice management systems.