Accountants: Build Your First AI Agent in Claude

Most accountants using Claude are still typing prompts one at a time. That's a great place to start — but it's not where the real leverage is.

The next layer is agents. Claude that knows your firm. Claude that has its own set of skills — repeatable workflows it can run again and again, the way you'd want them done. Claude that works on a schedule, without being asked.

In this practical 60-minute webinar, you'll build your first AI agent in Claude, live. By the end of the session, you'll have a working Business Development agent — one that knows your firm, has its own skills for prepping client meetings and drafting proposals, and sends you a Monday morning briefing every week, automatically.

What you'll learn to build:

• A brain — give Claude knowledge of your firm, your services, and your voice
• Skills — teach Claude repeatable workflows it can run on demand, exactly the way your firm does things
• A schedule — set Claude running on autopilot, so it works while you're with clients

Who it's for:

• Forward-thinking accountants who want to stay competitive as the profession changes
• People who've already used Claude and are ready to push past basic prompting
• Firms that would rather build the future of accounting than react to it

You'll walk away with:

• A working AI agent in your own Claude account
• A starter pack of three agent blueprints (Business Development, Marketing, Operations)
• A library of skills you can drop into Claude immediately
• A clear framework for building more agents across your firm

This webinar will be recorded - all those that book will have access to the recording for 12 months. 

 * CPD points are self assessed and self determined, you must determine whether they meet the requirements of your association.  

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