The Playbook

Step-by-step walkthroughs for accountants and finance professionals ready to experiment with AI. No fluff - just what you need to actually do it.

The Playbook

How I Make Interactive Dashboards and Mini Apps in 15 minutes as an Accountant

I got a stomach bug EXACTLY when it was month-end. I was out two days hating life, then came back to a day and change of prep for our exec meeting. Instead of fluffing around with Excel, I built two working mini apps in Claude in 15 minutes. Here's how, and when to use them versus Excel.

The Playbook

Understand Projects and Stop Wasting Time with AI

You're opening a new chat, uploading the same files, writing the same context paragraph for the third time. The thing that fixed it was Projects.