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It's my year end... this is what AI is doing!
It's the end of my first year of trading for one of my companies. I decided to put Claude Cowork and Codex to the test. Wow! First I asked it to go into my QBO account and analyse some of the expense categories and identify any misanalysed expenses my bookkeeper had made. Done ✅ Before I could reanalyse I needed some new Chart of Account entries (such as Intangible assets and Amortisation). I asked it to set them up for me. "Oh... and while you're at it, go through the default sales tax settings for each Chart of Account item and check it is correct for my company." Done ✅ I then needed to pay a dividend and account for it, but there was no "Dividend paid" in the CoA. And I wasn't 100% sure if that should be an Equity or Expense item (yes, I know, I'm a Chartered Accountant and should know better!). Anyway, the AI told me and then offered to set it up for me correctly in the CoA. And then do the journal for me. Done ✅ I then went into the Claude Excel add in and ask it to build out for me the work in papers sheets so I could pass onto my accountant together with the QBO file, so they could finalise and file my statutory financial statements. Minutes later... Done ✅ Next job for my agentic AI... analyse my QBO file and complete all the entries for my work in papers file. I'll let you know how I get on. 👇 Tell me below... how are you using AI to automate your work? Are you using agentic AI yet? Do you prefer Claude Cowork or Codex?
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🎨 Claude Design: I Built an eBook and Landing Page in Minutes
Four days ago, Anthropic released something that completely blew me away. It's called Claude Design. And it solved a problem I've been struggling with for weeks. I'm not a designer. Never have been. But I needed a beautiful eBook and a landing page for it... and everything I'd tried felt clunky or took too long. In the video I show you: • How Claude Design works (it's at claude.ai/design, separate from the main app) • How to upload your brand style guide, logos, and colours to create a design system • How it created a complete, beautifully designed eBook from just my copy • How I then created a matching landing page in the same session • How I exported everything and built the live page in Lovable using vibe coding The design quality genuinely shocked me. This isn't basic template stuff... it's proper, professional design that respects your brand guidelines. You only set up the design system once. After that, it knows your fonts, colours, gradients, logos... everything. Then you just tell it what to create. My honest take? This is the best AI design tool I've used. Better than anything I've tried in Canva for this kind of work. And it's fast... the eBook took about 10 minutes, most of which was Claude thinking while I got a coffee. The video is below 👇 (It's on my YouTube Channel. Please support the channel with a Like, Subscribe and Comment 🙏) Have you tried Claude Design yet? What would you create first? P.S. If you want to check it out (or even get the eBook) click here
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Most Accountants Avoid 3-Way Forecasts… Here’s Why
They are powerful… but they are difficult to build properly. So let me show you something. What if you could use AI to build one… faster, easier, and with far less frustration? I have just released the first video of a new training where I walk you through the model and how it all fits together. In this video, you will learn: - How a 3-way forecast actually works (in simple terms) - How P&L, cash flow, and balance sheet connect together - The key components every model needs - The biggest mistakes to avoid when building one - Why AI changes everything when it comes to forecasting 👉 Watch the video below This is just Part 1. The full step-by-step course… where you build the entire model with AI… is inside the AI Academy. Quick question for you… After watching the video, what part of 3-way forecasting do you find most confusing or difficult? Or do you use proprietary software for forecasting? Drop your answer below 👇
Most Accountants Avoid 3-Way Forecasts… Here’s Why
What is your favourite Claude tool?
2026 has been extraordinary (so far)... and Anthropic are building something astonishing. They have launched so many new tools it's hard to know which one to learn first. So let's help each other... Which is your favourite (if you could only have one), and in the comments 👇 say why. And if you're not using Claude, why not? What's stopping you?
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There are two days left if you missed the recording.
If you missed the webinar last week on how to use AI to save time and stay relevant in the profession, it's available for two more days. Click here to watch it. In this webinar, I shared practical examples of how we can use tools like Claude and ChatGPT to build Excel spreadsheets, financial dashboards, client reports, and much more.
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