Claude

On april 11 we ran a free 90-minute AI workshop at Burlington Central Library — Ron Ness Training Room — for finance professionals in the area. 10 people showed up. most had never seriously used Claude or Gemini before. by the end they were building their own prompts and applying them to real accounting work. Here’s what we covered and what we learned. Who showed up Accountants, Bookkeepers, a couple of small business owners, and a few finance students. mix of experience levels — some had tried ChatGPT once or twice, others had never opened it. ...

Most people download claude, open it, type a question, and think that’s it. that’s like buying a laptop and only using the calculator app. claude cowork is different. it’s not a chatbot. it’s more like an employee who works in your computer — reads your files, writes real documents, runs tasks while you sleep, and never has to be re-explained who you are. but it only works if you set it up right. so here’s exactly how. ...

Most AI training for finance professionals misses the mark. It’s either too technical (focused on data scientists) or too generic (basic ChatGPT tips that don’t address real finance workflows). At GRC Vitrix, we took a different approach: 90 minutes of pure practical demonstrations showing finance teams exactly how AI fits into their daily work. Here’s what we built and why it works. The Core Problem We Solved Finance professionals are already using AI tools - ChatGPT, Claude, and Gemini are everywhere. But most are using them ineffectively because they lack: ...