Your firm closes books for dozens of clients every month. Journal entries, reconciliations, adjusting entries, financial statements. It's detail-sensitive work, but most of it is pattern matching. Cowork handles the repetitive parts so your team focuses on the judgment calls.
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Your team's hours go to repetitive tasks that don't require a CPA.
Manual journal entries, reconciliations, and adjusting entries across multiple clients. Small firms spend 3-5 days per client closing books. It's repetitive but detail-sensitive. One missed accrual or misclassified transaction means rework, and rework means late deliverables.
Matching transactions, identifying discrepancies, tracking outstanding items. Every statement, every month, every client. It's pattern matching that still requires eyes on every line. Your staff spends hours on work that any bookkeeper could do. That's not why you hired CPAs.
Gathering supporting docs, organizing by category, preparing workpapers, formatting client-ready deliverables. The work isn't hard but the volume is crushing. During peak season, your team is sorting PDFs instead of doing the analytical work clients actually pay for.
Financial statements, variance reports, board packages. Different staff produce different formatting. Clients notice the inconsistency. You've built templates, but people still deviate. The result: time spent on formatting reviews that should be spent on analysis.
Real workflows, not slide deck concepts. Here's what Cowork actually does for accounting firms.
Cowork reads your bank feeds, credit card statements, and transaction exports, then drafts journal entries following your chart of accounts. It categorizes transactions based on vendor patterns your firm has established, flags anything unusual for review, and formats entries ready to import into your accounting software.
Feed Cowork a bank statement PDF and your GL trial balance. It matches transactions, identifies timing differences, flags unreconciled items, and produces a clean reconciliation report. Set this up as a scheduled task and reconciliations run automatically when new statements arrive.
Build a custom skill that walks through your firm's close checklist: review accruals, verify cutoffs, reconcile intercompany balances, prepare adjusting entries, generate financial statements. Cowork executes each step, tracks completion, and produces the close package your clients expect.
Point Cowork at a folder of client documents (W-2s, 1099s, receipts, prior year returns) and it sorts everything by category, cross-references against your tax prep checklist, flags missing items, and prepares a summary memo for the preparer. Hours of sorting done in minutes.
Cowork formats financial statements, management reports, and board packages using your firm's templates. Same fonts, same layout, same presentation, every time. Your staff focuses on the analysis. Cowork handles the formatting.
Every setup is configured for your firm's specific chart of accounts, close procedures, and tools.
Your chart of accounts, your close procedures, your templates. We configure Cowork around how your firm already operates.
Skills for journal entry drafting against your specific chart of accounts, close procedures matching your firm's checklist, deliverable formatting in your templates, and tax prep workflows for your client types. Your staff runs a single command and gets output that follows your firm's exact procedures.
Cowork includes the official /finance plugin from Anthropic for financial analysis and reporting. We configure additional plugins based on your firm's service lines, so Cowork has the right tools loaded when your team needs them.
We connect Cowork to Microsoft 365 for email and document sharing, Slack for team communication, and your data sources via Snowflake, BigQuery, or direct file access. Cowork reads bank feeds and GL exports where your team already stores them. No switching between platforms.
Automated bank reconciliation when new statements arrive, weekly close progress reports, monthly client deliverable generation, and daily transaction categorization reviews. Cowork runs these on schedule and delivers results to your team's Slack channel or email.
Already using NYC Claw for your firm? See our accounting firm setup page for the full picture.
Software without training is shelfware. We run hands-on training sessions where your accountants and bookkeepers practice on their actual client files: journal entry drafting, bank reconciliation, month-end close, tax prep. The workflows they'll use tomorrow.
Remote sessions work for most teams. For firms in NYC, we offer in-person training at your office. Either way, your team leaves the session knowing how to run their own workflows without us.
Book a free 15-minute call. We'll walk through your firm's specific workflows and show you exactly what Cowork can handle.
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