The AI Finance Office
Practical tutorials for finance professionals who want to automate their workflows using Claude Cowork and AI. No fluff. Just real processes, step by step.
About
Most AI content for finance stays at the surface. High-level overviews, feature announcements, and theoretical possibilities. This channel is different.
Every video walks you through a real finance workflow being automated from start to finish. You'll see the data, the prompts, the outputs, and the mistakes along the way. Each tutorial comes with downloadable sample data and skill files so you can follow along and adapt everything for your own organisation.
Founded by Alan de Sousa Caires ACCA, a finance leader with 20+ years of experience across corporate (including GE), charity, and international organisations. This isn't someone reviewing AI tools from the outside. It's someone who has been closing month-ends and reconciling accounts for two decades, now showing you how to automate the work.
What you'll learn
Bank recs, GL-to-subledger matching, intercompany reconciliations. Using the official /reconciliation command and building custom matching logic.
Prepayments, accruals, fixed asset depreciation, and payroll journals. Automated from source data through to review-ready output.
Chaining multiple skills together into a single workflow that runs your entire close process, producing a complete set of workpapers.
How to build your own Cowork skills from scratch using plain markdown files. No code required. Tailored to your chart of accounts and processes.
Building forecasting models, variance analysis, and management accounts generation directly inside Claude Cowork.
Workflows specific to the charity sector including Gift Aid processing, restricted fund accounting, and Charities SORP reporting.
Get started
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