Practical Claude Use Case for Accountants, Audit, Tax, and Compilation with Claude Opus 4.6 скачать в хорошем качестве

Practical Claude Use Case for Accountants, Audit, Tax, and Compilation with Claude Opus 4.6

Overview In this deep-dive session, Chan Wei Khjan, a Public Accountant and AI Automation expert, demonstrates how the latest LLM models— Claude Opus 4.6—are transforming the accounting and finance industry. As the industry faces a global talent crunch, this video explores how to move beyond basic chat interfaces and utilize Claude to handle voluminous general ledger (GL) data, perform tax computations, and generate professional financial reports in record time. What You’ll Learn Claude Code for Finance: How to use the terminal-based Claude Code tool to manage complex accounting tasks. Automated Compilation: Generating a full compilation report from a 1,200-row General Ledger into a formatted Microsoft Word document. AI Tax Agent: Setting up agents with specific "skills" to analyze revenue, prepare tax computations, and identify outstanding client queries. Orchestration with n8n: Building flexible RPA workflows to automate PDF parsing (e.g., 99 Speedmart interim reports) and sensitivity analysis. Management Reporting: Using Claude’s Excel and PowerPoint plugins to instantly generate board-ready dashboards and presentations. Video Chapters 0:00 Introduction & The Accountant’s Talent Crunch 2:30 Speaker Background: From Audit Partner to AI Deployment 4:15 Generating Mock Data: GL & Company Profiles with Claude 6:52 Setting Up the "Compilation Agent" Persona & Skills 10:12 Live Demo: Generating a Compilation Report in Word 18:34 The Tax Agent: Automated Tax Computation & Query Lists 30:11 Advanced Skills: Handling PDFs and Excel with Python Tools 52:03 Email Automation: Drafting Client Requests via Gmail API 1:04:07 Claude 4.6 UI Demo: Monthly Management Reporting 1:14:29 Generating Management PowerPoints in Seconds 1:23:51 Workflow Automation with n8n (Interim Report Analysis) 1:31:05 Closing & Upcoming AI Automation Workshops About the Speaker Chan Wei Khjan is a fellow member of the Singapore Chartered Accountant and Malaysian Institute of Accountants (MIA) with over 20 years of experience in audit and advisory. He is currently focused on AI deployment within the accounting sector and serves on the MIA AI Advisory Group. Resources Mentioned Tools: Claude Code, n8n, SuperCFO.