“Installing this Bank Reconciliation system was amazing and such a blast!”
See how reconciliation changes completely with AI
A full walkthrough of the work, from the two CSV exports you already pull to a report that ties out, and what a person still decides.
Is this you?
You reconcile a business account every month, mostly by eye.
It eats a Saturday, and the one variance you never found is still sitting in the account.
You have heard AI can do this and have no idea where to start.
So another quarter closes the way every quarter before it closed.
You tried asking a chatbot once and got back something you could not trust.
Now you check its work twice, which costs more time than doing the match yourself.
You do not want a new tool to learn or an IT ticket to file.
So the close slips a few more days, and you are the one who looks slow.
Why we built a course for AI-powered bank reconciliation.
This started with a controller we worked with who lost two days every month to the same job: pull two exports, match them by eye, then hunt the one variance that always turned out to be a duplicate rent payment. This was time wasted until we helped her use Claude to do the time-consuming part.
Who we are
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 people exactly where they are.
Three lessons, start to finish
The bulk of it is Claude taking you through the build step by step. You are not watching a course, you are building while it teaches.
What stays human
Before anything gets automated, you write down the calls that stay yours: how you match, what counts as an exception, and what nothing is allowed to touch. This is the lesson that makes the other two trustworthy.
Building the AI-powered reconciliation system
You reconcile a month against the sample books included, turn the result into a spreadsheet that ties out, and save the whole thing as a Skill you can rerun. Claude prompts you at every step.
Customizing it to make it yours
Swap the sample exports for your own accounts, conventions, and exception rules. Then test it on a month it has never seen, which is where you find out whether you trust it.
What you walk away with
Every asset the lessons build on is included, and everything you build in them is yours to keep.
Compare your options
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.”
You open the folder. Claude teaches the rest.
Nothing to sit through and nothing to translate into practice later. Each lesson runs inside the folder, one step at a time, and stops for you at every decision. Three lessons, under 30 minutes.
Claude does the matching, and you make the calls.
It only flags. It never fixes without you.
A line booked twice is a place to look, not a line to delete. Every exception arrives with its date, its description, its amount and an honest first read on why, and nothing is resolved until you say so.
It identifies the things that need human review.
A bank feed and a journal share no ID and word the same transaction differently, so some lines are a genuine judgment call. Those come back marked as guesses to check, with the reasoning shown, rather than forced into a clean answer.
It never touches your bank or your books.
It reads the CSV exports you already pull and writes a report next to them. No account to connect, no permission to grant, and nothing written back to your accounting system.
Who is this for?
You don't need to be technical. If you can describe how you reconcile today, you can build this.
It pays for itself immediately
“Installing this Bank Reconciliation system was amazing and such a blast!”
Avonelle H. · Square One MoversHave questions?
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 are running their first reconciliation within minutes of opening the folder.
What do I need before I start?
A paid Claude subscription with access to Cowork, and the course folder. That is it. You build against the sample statement and journal we include, then point it at your own books in lesson three.
Will this work with the way my firm reconciles?
Yes. You build it, so it follows your accounts, your conventions, and your exception rules. Lesson three is where you teach it the way you keep your books, and it keeps those rules from then on.
How is this different from the free Cowork Masterclass?
The free Cowork Masterclass teaches you how Cowork works in general. This is three lessons on one finance system, and it does not stop until that system is built and running on your books.
How long does it take?
Three lessons, under 30 minutes end to end. Every close from then on is a 5 to 10 minute job. You can stop after any lesson and pick it up later without losing your place, because progress is written to a file in the folder rather than held in the chat.
Does it work with QuickBooks or Xero exports?
Yes. The system you build 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, lesson one 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. The course unlocks the moment you buy, so 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 bank reconciliation down to 10 minutes.
Three lessons, under 30 minutes. Start today and close this month with it.
Start the course One-time payment· Instant access · 30-day money-back guarantee“I’ve already freed up time by automating tedious tasks and improving how I organize my files and workflows.”
Karen W. · President, DevPlus“I’ve already freed up time by automating tedious tasks and improving how I organize my files and workflows.”
Karen W. · President, DevPlus