$500
QBO books review
Flags miscodings, duplicates, missing entries and odd balances before close, ranked by severity.
- In
- QuickBooks Online export
- Out
- Review notes for the preparer
Back to home
For accounting & bookkeeping firms
Claude, set up for your accounting firm.
Your chart of accounts, your letter style, your review rules. Live in 2 weeks, built by an engineer who has closed books.
Live in 2 weeksFixed priceHuman review built in
The problem
Your team is already using AI. Just not your way.
Staff paste client numbers into ChatGPT to write variance notes or chase documents. It saves time, but every person does it differently, there are no firm rules for client data, and nobody checks the output the same way twice.
A free AI tool doesn't know your chart of accounts, your materiality limits or how your partners like client letters written. That's the part I set up.
Step 1
Base setup
$500 one time
Done once for your firm. Every workflow you add builds on it.
- Claude workspace configured: your firm's business plan, team seats and data settings set up the right way
- Firm context loaded: chart of accounts, materiality limits, review rules and client letter tone
- Data-handling rules: a one-page note for your team: what goes into Claude, what stays out
- Human review step: every workflow ends with a staff member approving the output
- 1-hour team training: live session plus a one-page guide for each workflow
Step 2
Pick your workflows
Each one is set up for your firm and tested on anonymised files before your team uses it.
$400
Variance commentary
Turns month-on-month changes into short, client-ready notes in your firm's tone.
- In
- P&L comparison
- Out
- Draft commentary for the client pack
$300
Bank rec notes
Writes up unreconciled items, their age and their status, so the reviewer sees the full story.
- In
- Reconciliation report
- Out
- Rec notes for the file
$300
Missing-docs email
Drafts the client request list from open items: missing receipts, unknown deposits, unclear payees.
- In
- Open items list
- Out
- Ready-to-send client email
Most firms start here
Starter bundle
$1,500 one time
Base setup plus any 3 workflows. About $300 less than buying them one by one.
Book a free auditCare plan
$250 / month
Optional. Updates when Claude or QuickBooks change, small tweaks to your workflows, and fixes. Cancel any month.
Founding firms: the first 3 firms get the starter bundle at 50% off, in exchange for an honest case study after their first close.
How it works
From first call to your team using it
- 01
Free 30-min audit
We walk through your close and pick the workflows that take the most staff time.
- 02
Pick your workflows
Fixed price, agreed in writing before any work starts.
- 03
Setup and training
Built and tested on anonymised files, then a live session with your team. Done in 2 weeks.
- 04
30 days of fixes
Your team uses it on a real close. Anything that needs adjusting, I fix.
Client data, handled the way an accountant would
- Runs on your firm's own Claude business plan, not personal accounts
- Built and tested on anonymised files first
- Feedback sharing switched off in your organisation settings
- A staff member approves every output before it goes anywhere
Next level
Ready for it to run on its own? Agent setup.
Claude Setup drafts the work when your team asks. An agent runs the same workflows on a schedule, then hands everything to a staff member to approve.
Example: a month-end agent
- 1Pulls each client's QuickBooks data on the first working day of the month
- 2Runs the books review and flags issues by severity
- 3Drafts the missing-documents email for each client
- 4Puts everything in one queue. A staff member approves before anything is sent or posted
Priced per project after your audit, because every firm's tools and clients are different. Ask about it in your audit
FAQ
Common questions
Is our client data used to train Claude?
Not by default. Anthropic's policy is that inputs and outputs from its commercial products, including Claude's business plans, are not used to train its models. The exception is feedback: if staff use the thumbs up/down buttons, that conversation can be used. I show you how to turn feedback off in your organisation settings as part of the setup.
Do we need to buy a Claude plan?
Yes. Everything runs on your firm's own Claude business plan and seats, so your firm owns the account, the workflows and the data. I don't resell seats or hold your data.
What if Claude gets something wrong?
Every workflow is built as a draft for your team, never a final answer. A staff member reviews and approves before anything reaches a client or the books. The review step is part of the setup, not an extra.
Do you need a login to our QuickBooks?
No. The workflows run on reports and exports your team already pulls. I build and test on anonymised samples.
Who owns the workflows when you're done?
You do. They live in your Claude account. The care plan is optional and you can cancel it any month.
Book a free 30-min audit.
Leave with 3 workflows Claude can take off your team, whether you hire me or not.
Book on Calendly
Or email faiz@faizahmed.me