Claude Cowork for Accountants   New

Claude Cowork is Anthropic's agentic desktop tool, and it works fundamentally differently from ChatGPT and Claude chat interfaces most accountants may already know. Where chat answers questions, Cowork completes tasks: it reads and edits your actual files, connects to Google Drive, Gmail, and Excel, runs multi-step workflows, and delivers finished deliverables (reconciliations, variance reports, client letters, organized folders) not just suggestions.

In this webinar, you'll walk through every layer of Cowork: how the agentic loop works, where it fits across the close and audit cycle, how to connect it to your data sources, and how to govern it safely with human-in-the-loop controls. You'll leave with a practical 90-day roadmap and the prompting mindset shift (from describing steps to describing outcomes) that unlocks Cowork's full value.

Who should attend: Staff accountants, managers, controllers, and partners looking to automate repetitive preparation work, reduce turnaround time on reports and reconciliations, and build a firm-wide AI adoption roadmap using Claude Cowork.

Instructor: Garrett Wasny, MA, CMC, CITP
Instructor assignments are fluid and subject to change.