TutorialEvidence: Real case
An accountant’s tutorial: reconciling accounts with Claude Cowork using a folder, an instructions file and a junior-style review
Tyler Whitlock, CPA, MBAIndividual
Tyler Whitlock, a certified public accountant (CPA), explains on LinkedIn the six steps he used to tie a close’s accounts to the trial balance with Claude Cowork. He says 2–3 days of work were reduced to an hour of review, and he published the folder structure and instructions on GitHub.
- Claude Cowork
- CSV, XML and PDF exports from the company’s tools
- Instructions file (claude.md)
- +1
- Accounting