Claude categorizes transactions to your chart of accounts with your rules, catches reconciliation breaks, and preps month-end — clean and auditable.
Led by a practicing bookkeeper who closes with AI.
You'll walk away with
Auto-categorize to your chart of accounts, with your rules — and learn from corrections.
Surface breaks and likely matches so recon stops being a slog.
Assemble the close checklist and draft journals you review and post.
The review step that keeps accuracy and the audit trail intact.
Watch a copilot categorize transactions and surface recon breaks — before you join live.
Sneak-peek video coming soon
A short first-session preview, before the live cohort.
The 90 minutes
Auto-categorize to your COA; encode your rules.
Surface breaks and likely matches.
Draft the close checklist and journals.
Keep it accurate and auditable; what stays human.
Bookkeepers
Doing the same categorization and recon monthly who want it accelerated.
Accountants
Running many clients who want leverage without losing accuracy.
Founders & Ops
Doing their own books who want a copilot that respects the rules.
Get "The AI Bookkeeping Starter Kit"
Categorization-rule prompts, a recon helper guide, and a close checklist
The data behind this
Yes — one live 90-minute session where you build the workflow along with the host, then leave with it working. You also get the recording.
No. You build it with point-and-click AI tools and prompts — no engineering background required.
Register anyway — everyone gets the recording and the starter kit. But live is where you build it with help, so come if you can.
Yes — you build it around your own work in the session, so you leave with something you can actually use.
Free pilot workshop · 30 seats · recording included.