Is this you?
You reconcile a business account every month, mostly by eye.
You have heard AI can do this and have no idea where to start.
You tried asking a chatbot once and got back something you could not trust.
You do not want a new tool to learn or an IT ticket to file.
That is who this is built for. Nothing here assumes you have used Claude before.
What you walk out with
Two things, both finished, both yours. Not a certificate and a folder of notes.
Claude teaches the course. You build the system.
There are no required videos to sit through and nothing to translate into practice later. The lesson is building the system. Five steps, about an hour.
What you'll learn
Three lessons, taken in order. The first explains the work, the second builds it against sample books, the third moves it onto your own accounts.
Understand where AI fits before you automate it
Where AI actually helps in a reconciliation and where it does not: what to hand off, which model to run it on, how to read what it flags, and the judgment calls that stay yours.
Build an AI-assisted bank reconciliation system
You close out August for a small design studio. Shape the matching prompt in your own words, read the exceptions it finds, turn the report into a real spreadsheet, then save the whole thing as a Skill.
Point it at your own exports
Swap the sample files for your real exports. What differs in a live bank feed, how to hand those files to the Skill you built, and the privacy setting to check first if you are on a personal Claude plan.
The four things people ask before they buy
Nothing connects to your bank and nothing leaves your Claude account. If you are on a personal plan, the course walks you to Settings, then Privacy, and has you turn off training on your chats before you open a single statement.
Every classification comes back as a draft you confirm. A likely duplicate is a place to look, not a line to delete. The call on your own books stays yours.
No accounts to connect, no permissions to request, no software to install. You work from the CSV exports you already pull every month.
“If you’re feeling the least bit intimidated by this technology, I highly recommend working with Biggest Goal!”
Who is this course for?
You don't need to be technical. If you can describe how you reconcile today, you can build this.
Compare your options
Taught by experts who build systems every day.
An AI expert and partner at Biggest Goal who has led hundreds of real AI implementations for leadership teams and speaks on AI to audiences around the world. Direct, practical, and jargon-free: real skills you can use the same day.
An AI expert and partner at Biggest Goal who builds and ships AI systems for operators and executives, and speaks on AI to audiences around the world. She meets every learner exactly where they are.
People love working with us.
“If anyone rates this less than a 10 out of 10, they weren’t paying attention. What you did exceeded all expectations.”
“If you’re feeling the least bit intimidated by this technology, I highly recommend working with Biggest Goal!”
“Not to overstate things, but learning how to do this is going to change my life.”
“It has empowered me to pursue the next level for my business.”
“They truly were the experts and I couldn’t recommend them enough.”
“One of the most relevant Learning Events I have attended in my 13 years in EO.”
What's included
Get an ROI from this course the first time you run the system.
A paid Claude subscription with access to Cowork. The course is built to run inside Cowork, so it will not work on a free Claude plan.
Before you buy
Do I need to know anything about AI?
No. The course assumes you know reconciliation and nothing about Cowork. Claude walks you through the tool while you build, which is why most people finish in about an hour.
What do I need before I start?
A paid Claude subscription with access to Cowork, and the course ZIP. That is it. Practice on the sample statement and journal we include, then point the finished system at your own books when you are ready.
Will this work with the way my firm reconciles?
Yes. You are building the system, so it follows your accounts, your conventions, and your exception rules. Claude teaches you to build the system, and at the same time, you teach Claude how you keep your books.
How is this different from the free Cowork Masterclass?
The free Cowork Masterclass teaches you how Cowork works in general. This course puts you inside one finance workflow and does not stop until the reconciliation system is built and running.
How long does it take?
Building the system takes about an hour across the three lessons. Running it after that is a 5 to 10 minute job each month. It is self-paced, so you can stop after any lesson and pick it up later without losing your place.
Does it work with QuickBooks or Xero exports?
Yes. The system reads the CSV exports you already pull, whatever your columns happen to be named. Nothing connects to QuickBooks or Xero directly, so there is no integration to set up and no permissions to grant.
Is my bank data safe?
Your files stay in your own Claude account and nothing is shared with us. If you are on a personal plan, the course has you open Settings, then Privacy, and turn off training on your chats before you work with a real statement.
Do I get updates?
Yes. Access is lifetime, and when we revise the course for changes in Cowork you get the new version at no cost.
How do I get access?
Click any button on this page. Your lessons and the course folder unlock the moment you buy, and you can start the same day.
What if it is not for me?
Email us within 30 days and we refund every dollar, no questions asked. You keep the course folder and the system you built.
Get your monthly reconciliation down to 10 minutes.
Normally $99. Build the system once in under an hour, then run it every month in a fraction of the time.
Get the course · $49 One-time payment· Instant access · 30-day refund“I’ve already freed up time by automating tedious tasks and improving how I organize my files and workflows.”
Karen W. · President, DevPlus