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, tips and tricks, and lots of other use cases. We also discuss using skills, how it cowork compares to chat and how our firm is using cowork.
Please ignore the “umms”. This was one of the practice runs so hopefully I was able to clean that up during the actual presentation, which unfortunately was not recorded.