- Can AI automate my bank and card rec?
- Yes. The bank sends a CSV, the card sends a PDF. Claude Cowork or ChatGPT Work matches both against your books and flags exceptions — you drive, we guide, 1:1. One session to automate this workflow, not another piece of software to buy.
- Can AI automate my Excel tie-out?
- Yes. Claude Cowork or ChatGPT Work reads the Excel schedule and the books, cross-checks numbers, and flags where formulas or balances drift — you drive, we guide, 1:1. Your own files, not a template, not a class.
- Can AI automate coding my uncategorized transactions?
- Yes. You show the tool how you code one batch — we guide you, 1:1 — and next month it automates sorting and coding the rest your way.
- Can AI automate rolling my accrual schedules forward?
- Yes. Prepaid, deferred, accruals — Claude Cowork or ChatGPT Work rolls the schedule forward from last month’s workbook and your current trial balance. You drive, we guide, 1:1.
- Can AI automate the crunch out of my month-end close?
- Yes. The rec, the Excel schedules, and the uncategorized transactions all land in the same three days. In one 1:1 session you set up Claude Cowork or ChatGPT Work to automate the bottleneck that blows the calendar — we guide you through it.