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?

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?

Hi all 👋 I recently joined this community as a way to further understand the issues that you/your firms are running into. I've been a CPA at a Canadian tax-focused firm for over five years, and have run into numerous inefficiencies that prevent scaling. I'd love to hear in the comments what issues you've experienced, and what AI solutions you have created to resolve these. Looking forward to hearing from you!

Hello. I'm Emir from France. I'm looking for a collaborator based on EU or North America. No technical skills, just only need smooth communication skill. Let's get in touch with me via telegram. Telegram : @softluna517 Thank you.