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Claude AI for Accounting & Finance Professionals
- What Claude AI is and how it can support accounting and finance work
- Safe first use cases for drafting, summarizing, organizing, and explaining information
- Using Claude for month-end summaries, variance commentary, and management reporting support
- Drafting clearer client emails, internal finance updates, document requests, and follow-up messages
- Using Claude to support Excel review, report summaries, reconciliation notes, and checklist creation
- Practical audit preparation support, including PBC lists, evidence trackers, and status updates
- Tax documentation support, including client document request lists and plain-English explanations
- Prompt formula for finance tasks: role, task, context, output format, tone, and constraints
- DRAFT framework: Define the task, Remove sensitive data, Ask with context, Fact-check and refine, Take ownership
- Confidentiality, data minimization, and when not to enter sensitive client, payroll, tax, or banking data
- How to review Claude outputs for accuracy, completeness, tone, and professional suitability
- Simple 30-day action plan for testing one low-risk Claude workflow
Overview of the webinar
This beginner-to-intermediate webinar explains how Claude AI can support common accounting and finance workflows without requiring attendees to have technical AI, coding, or advanced systems-integration knowledge. The session is designed for professionals who want to understand practical use cases, safe starting points, and responsible ways to use Claude in day-to-day finance work.
The webinar covers how Claude can assist with drafting management commentary, summarizing reports, preparing finance emails, organizing audit requests, reviewing policies, supporting reconciliations, creating tax document request lists, and turning financial information into clearer explanations for clients or internal stakeholders. Attendees will learn how to write better prompts, provide useful context, request structured outputs, and apply a simple review process before relying on any AI-assisted draft.
The session also addresses confidentiality, data protection, human review, and common AI risks in accounting and finance environments. Participants will learn how to choose low-risk first use cases, avoid uploading sensitive information into unapproved tools, check Claude’s outputs against source documents, and build repeatable habits that improve productivity while keeping professional judgment at the center of the workflow.
Who should attend?
- Accountants, Bookkeepers, and Accounting Assistants
- Staff Accountants, Senior Accountants, and Accounting Managers
- Controllers, Assistant Controllers, and Finance Managers
- AP/AR Professionals and Finance Operations Teams
- FP&A Analysts and Business Finance Partners
- Tax Preparers, Tax Associates, and Client Service Professionals
- Audit Associates, Audit Seniors, and Internal Audit Team Members
- CPA Firm Staff, Advisory Professionals, and Small Business Finance Teams
- Suitable for accounting and finance professionals who are new to Claude AI or early in their use of AI tools, and who want practical, non-technical guidance on using Claude safely for drafting, summarizing, reporting support, document review, communication, and workflow improvement.
Why should you attend?
AI is becoming part of everyday accounting and finance work, but many professionals are still unsure where to begin, what is safe to use, and how to avoid over-relying on AI-generated answers. Claude can help with practical tasks such as drafting financial commentary, summarizing reports, preparing client communications, organizing audit requests, reviewing policies, and creating checklists - but it must be used with clear instructions, appropriate data boundaries, and professional review.
This session gives attendees a practical, accessible introduction to using Claude AI in accounting and finance workflows. Rather than focusing on technical systems integration or advanced finance theory, it shows realistic examples that professionals can understand and adapt: month-end summaries, variance commentary, Excel review support, reconciliation notes, audit preparation, tax document requests, and management reporting. Attendees will leave with a clearer understanding of what Claude can help with, what it should not be trusted to do, and how to start using it responsibly.
Faculty - Mr.Mike Cunningham
Mike is an emerging NLP practitioner, musician and composer who specializes in helping creative individuals and professionals build confidence, overcome self-doubt, and develop a more focused, resilient mindset. Drawing from his background in the music industry, he brings a calm, grounded, and empathetic approach to personal development, supporting clients in navigating both creative and professional challenges.
With a diverse skillset spanning composition, music production, and visual media, Mike combines analytical thinking with creativity to offer practical, adaptable strategies for growth. He is particularly passionate about using NLP techniques alongside strong interpersonal skills to enhance communication, improve clarity, and support positive behavioural change.
Known for his approachable and attentive nature, Mike creates a supportive environment where individuals feel heard and understood. Whether working independently or collaboratively, he aims to empower others to develop sustainable habits, strengthen self-belief, and unlock their potential in both their personal and professional lives.