AIccountancy
Billie McLoughlin FCCA

From the Leaders in Accountancy keynote

Spend a lunch hour showing your team what Claude Cowork can really do.

The exact demo from the keynote, packaged so you can run it with your team this week. Mock client data and a full script over a 20+ page workbook with prompts and troubleshooting.

Get the Sandbox - £69

Single-firm licence · Use across your whole practice · Instant download

Photo by Olivia Cooper on Unsplash

This isn't just a course. It's a sandbox.

You have probably bought AI training before. Most of it gets watched once and forgotten.

This is different. It is a complete practice environment, a fake client called Acme Recruitment Ltd, year-end 31 May 2026, with eight realistic files and five things deliberately wrong with the file.

Your job is not to read about AI. Your job is to drop the folder onto your desktop, paste one prompt into Claude Cowork, and watch your team's faces while it finds the issues.

The conversation afterwards is what changes things in your firm.

What you get for £69

One zip file. Drag it onto your desktop and you are ready.

- A 20+ page workbook walking you through the session, the discussion, and the troubleshooting - A pre-built client folder with 8 fictional files. Trial balance, three months of bank statements, fixed asset register, DLA schedule, prior year accounts, and a handover note from a senior who has gone on leave - A prompts cheat sheet with the three prompts you will paste into Cowork - A one-page team welcome note to send to your team a day before the session - A README explaining where to start - The "answers" (what Claude should find) so you can guide the discussion confidently

Overview

The workbook
The workbook
Your 60-minute session plan
Your 60-minute session plan
The conversation that matters
The conversation that matters
What Claude should find
What Claude should find

Who this is for

Partners and senior managers at UK accountancy firms who want their team to see Claude in action. It's insight and experience without committing to a full training programme.

If you have ten minutes to introduce it, a lunch hour to run it, and a team who will give honest feedback, this will pay back the first time you use it.

What this isn't

It isn't a course. There are no modules, no quizzes, no certificates.

It isn't a deep training programme — that's the Claude Cohort for Firms, which runs separately and goes far deeper.

And it isn't a magic AI tool that turns your firm into something it isn't. Claude will find some things and miss others. The point is to see exactly where it earns its place, and where human review still matters.

Price

£69 launch price. Usual price £119.

One payment. Single-firm licence. Every member of your firm can use the materials. Use the session as many times as you like with different teams.

You cannot resell or redistribute the materials outside your firm. Full licence terms are in the workbook.

What are you waiting for?

Get the Sandbox now - £69

After you pay

You will get an email immediately with your download link. The bundle is one zip file, and will be in your 'My Learning' section.

Download it, unzip it, and start with the file called "00 START HERE — README." It will walk you through what to read first.

Most partners read the workbook over a coffee, do a 30-minute private dry run, and book in the team session for the following week. The whole thing is designed to be ready-to-go without any setup.

Want to go deeper?

The sandbox is one task, done brilliantly. The Claude Cohort for Firms is a four-week live programme where partners build their own Claude-powered tools for their own firm. Twenty places per cohort, runs in September.

The sandbox is a great introduction. The cohort is the full toolbox.

Learn about the September cohort →

FAQ

What does my team need to run this?

A laptop, Claude desktop app installed, and a Claude subscription. You only need it on the laptop running the session, and somewhere to share your screen. Your team don't need their own licences. If you're running this in a meeting room, project the laptop screen. If you're remote, share your screen over Teams or Zoom.

Will this work on Windows?

Yes. Cowork is currently slightly more stable on Mac than Windows but both work. The workbook covers Windows-specific setup notes.

Does Claude actually find the issues?

Yes. In testing, Claude finds at least three of the five planted issues every time and often finds all five. The workbook tells you in advance what Claude should find so you can guide the discussion.

Is this CPD accredited?

Not currently. It is in-house training material, not a CPD-accredited programme. Many firms count internal training time towards CPD on a self-certified basis, check your own institute's rules.

Is the client data real?

No. Acme Recruitment Ltd is fictional. The numbers, transactions, and the issues in the file are all invented but designed to look like real client work.

Ready to run it?

Spend a lunch hour with your team this month. Find out what Claude does well, what it doesn't, and what changes for your firm if you adopt it properly.

Get the Sandbox - £69

Launch price ends 1 July 2026 · Single-firm licence ·