Guide / manualEvidence: First-hand experience
Guide for bookkeepers: Claude as an assistant configured with a CLAUDE.md, what to delegate and what to always review
Michael Robichaud (Cowork Consultant)Individual · Bookkeeping and small firms (with US examples, such as 1099 forms)
Michael Robichaud, a consultant who rolls out Claude at accounting firms, explains how to set up the rules file (CLAUDE.md), which tasks the assistant can prepare (reconciliation, categorization, client reminders, close) and which always need human review. It is a consultant’s guide with an associated commercial service.
- Claude (workspace with memory, files and a CLAUDE.md file)
- Bank and ledger exports
- Aging reports (AR/AP)
- Accounting
- Treasury