Events

You did not start your business to spend your nights entering bills, chasing invoices, and cleaning up QuickBooks. AI can finally take that work off your plate, but only when it is set up to actually do the work, not just talk about it. On October 15 we will show you how Claude, connected directly to your QuickBooks, enters bills from a PDF, categorizes transactions, reconciles your accounts, and builds your reports. Then we widen out to the rest of your back office, where the same agent handles email, calendar, and follow-ups across Microsoft 365. Real screens, real workflows, and the guardrails that keep it safe around your financial data.