AI Archives - Finance Pals

Stop re-coding the same transactions every month

by paultheffner
September 10, 2026September 11, 2026

Stop re-coding the same transactions every month Let us help with a one-time QuickBooks bank rules setup project to get rules cleaned up and caught up. The problem Every month, the same vendors show up… Stop re-coding the same transactions every month

Real-World Uses of Claude Cowork for CPAs

by paultheffner
May 16, 2026September 9, 2026

This is a presentation I gave for COCPA discussing how AI file-automation tools like Claude Cowork support real-world accounting workflows — three-year pro forma modeling and fixed-fee pricing in great detail. I also discuss security,… Real-World Uses of Claude Cowork for CPAs