Introduction to Claude Cowork (For Accountants)

Join my AI Academy (6x 2-hour Sessions on Building your own Accounting Apps via ChatGPT): https://reframesociety.circle.so/checkout/reframe-society-ai-academy Come to REFRAMExNYC (June 4 & 5, 2026): https://reframe.shoprocket.io/#!/reframe-nyc-price-confidently-june-2026 Come to Reframe 2026 in Miami (Nov 5-7): https://events.reframeaccounting.com/ Slides: https://bit.ly/claudecpaacademy Time Stamps 00:00 Introduction - ChatGPT vs Claude – Honest Comparison 01:59 AI Landscape Overview (Claude, ChatGPT, Gemini, Copilot) 05:27 Free Training Data & Why It Matters 08:26 Claude Ecosystem (Web vs Desktop vs Cowork) 12:23 Why Claude Feels More Powerful (Today) 13:54 Computer Control: AI Using Your Machine (why Mac is better) 18:04 Demo: Automating Work Inside QuickBooks 27:29 Demo: Matching Bank Statements to Receipts 33:09 Demo: Splitting & Renaming PDFs Automatically 39:41 Demo: Building a P&L from Raw Data 46:06 How AI Changes the Role of Accountants 51:29 Claude Skills & Automation Marketplace 52:36 Pricing & Final Thoughts