Free Toolkit
100 specific AI workflows across 20 categories — built for the work that happens between your core cloud platforms. No API access required. No integrations to configure. Start building today.
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What's Inside
Your core platforms — Xero, QBO, Dext, Hubdoc — are effectively black boxes for external AI. The real opportunity is in the gaps between them.
Every workflow is scored so you can prioritize what to build first. Pick the high-impact, low-effort wins — then work your way up.
From client communication and document processing to advisory prep and month-end analysis. Organized by the work you actually do, not by technology.
Each workflow includes implementation context, platform constraints, and specific guidance for building it with Claude Cowork today — not someday.
The Strategic Case
Platform vendors see AI access as their monetization opportunity. That's their right. But it means the highest-leverage AI investment for your practice is in the workflows no vendor controls.
Client emails, meeting prep, follow-up notes, advisory summaries — all the context-heavy work that lives in your inbox and calendar, not your ledger.
Extracting data from statements, organizing workpapers, building client deliverables — the manual work that eats hours every week.
Turning financial data into client-ready insights, building SOPs, preparing for reviews — the advisory layer that justifies your fees.
Get Started
The toolkit gives you a scored and categorized workflow library you can start using today. Stop waiting for your platforms to figure out AI — build in the gaps.
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