In-Person Event #2 Recording and Photos
Thank you to everyone who attended our 2nd in-person event yesterday! Photo Gallery of the Day Most contractors don't know their exact profit margin. This workshop shows you how to change that with a simple AI finance setup that tracks every dollar across your company and your projects. 🧠 What you'll learn: -How to set up two Claude projects that act as your full-time CFO — one for your company (overhead, cash flow, bank statements) and one for each active job (budget, draw schedule, labor hours, change orders) -A receipt-capture workflow that replaces hours of manual line-item sorting: snap a photo of up to six receipts, upload to Claude, and get every expense categorized and allocated to the right job instantly -How to calculate your real monthly overhead in minutes by uploading your bank and credit card statements and prompting Claude to flag every recurring charge — including subscriptions you forgot you were paying for -A progress billing method that makes it nearly impossible for a GC or client to dispute your invoice: feed Claude your scope, budget, and timestamped site photos and it generates a branded completion report with percentage breakdowns and photo proof attached -How to turn off AI training on your financial data in Claude's privacy settings (and why enterprise accounts have it off by default), so you can upload bank statements and credit card data without it being used to train the model Resources mentioned in this video: - Claude Projects: claude.ai - Claude Cowork (desktop app): claude.ai/download - Google NotebookLM (for learning): notebooklm.google.com - Perplexity AI (for research): perplexity.ai - Claude connectors: accessible via the + button in any Claude chat