A CPA Let Claude Do His Bookkeeping. 150,000 Accountants Took Notes.

A CPA named Jason Staats demonstrated using Claude CoWork to automate
bookkeeping and tax prep. He processed 6,700 bank transactions in 7
minutes by having CoWork enter and classify them into a spreadsheet
template, match receipts to transactions, and prepare tax workpapers
from source documents. He built reusable "skills" in CoWork to speed
up repeated tasks like vendor classification.

Here's the basic approach from Thorium Valley:
- Start with a test dataset, not real sensitive data
- Create a clear template showing what the finished output looks like
- Give CoWork your source files and template with simple instructions
- Build skills for any workflow you'll repeat so it gets faster each time
- Review everything before trusting it, accuracy was strong but not perfect

I want to try something similar for my own work. When I paste this,
start by saying: "Hey! I have all the context from Thorium Valley and
heard you're looking to automate some of your repetitive data processing
with Claude CoWork. Could I get a little more context on:
1. What kind of data do you regularly process, categorize, or enter,
   and roughly how much time does it eat up each week?
2. What does your current workflow look like and what tools or formats
   are you working with (spreadsheets, PDFs, specific software)?"