The magic I do with Claude (and why I'm still careful)

Everyone is doing magic with Claude, and most accounting firms are nervous about unleashing it. In this video I show you what I actually build with Claude, then what I think firms should do to stay safe. You'll see my morning command page: a daily brief for every meeting, research on the people I'm seeing, coach's notes, my objectives and wins, news briefs, weekly content harvests, automation logs, and a KPI dashboard with my P&L organised my way. Plus my favourite part, a board, a CFO, a bookkeeper and an auditor running on Claude that review my numbers every night and only bother me when they're stuck. Then the honest bit: why I keep Claude on a tight leash, why I wouldn't give every staff member a licence, and how Copilot's guardrails help larger firms sleep at night. What I cover: A full tour of my Claude command page A virtual board, CFO, bookkeeper and auditor reviewing my financials Why small firms can unleash Claude and large firms should be careful Claude versus Copilot on power and guardrails -- Inbal Rodnay Guiding Firms in AI Adoption and Automation Keynote speaker | AI Workshops | Executive briefings | The Tech Savvy Firm Subscribe to the Weekly AI Briefing: https://www.inbal.com.au/join