Claude teaches the course. You build the system.
There are no required videos to sit through and you don't need to translate lessons into practice later. The lesson is building the system.
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.
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.”
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 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.
Build an AI-powered bank reconciliation system in an hour.
Normally $99. One module, three lessons, and a system that runs every month.
Get the course · $49 Instant access· yours to keep“I’ve already freed up time by automating tedious tasks and improving how I organize my files and workflows.”
Karen W. · President, DevPlus