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The AI Playbook
A map of ChatGPT, Claude, and Gemini for experienced professionals, in 51 pages with 14 prompts to copy.
For the people whose name goes on the work
AI Elite Thinkers helps experienced professionals make AI a working part of the job they do well. The tools are open to anyone. The edge goes to those who can tell a fluent draft from a right one.
The drafts read well. Some of the figures in them trace to nothing.
Checking one still takes as long as it did before the tools arrived.
The name on the work is still yours, and so is the explanation when a figure turns out to be wrong.
30 March 2026
The Financial Reporting Council’s Generative and Agentic AI Guidance for audit firms: “the human auditor is always accountable”.
Financial Reporting Council, 30 March 2026 (opens in a new tab)21 October 2025
Deloitte refunded about A$97,000 of a A$440,000 report to Australia’s Department of Employment and Workplace Relations. The report carried AI-generated errors, including a made-up quotation from a federal court judgment.
CFO Dive, 21 October 2025 (opens in a new tab)March 2018
The checking has to fit inside the close: the median finance team takes 6.4 calendar days to close a month, and the bottom quarter takes 10 or more.
APQC benchmark of 2,300 organisations, reported by CFO.com, 5 March 2018 (opens in a new tab)So the weight of the job now sits with whoever reviews the draft.
These professionals are not behind. They have what the tools lack: judgement about which answers to trust.
This is the kind of summary an AI tool writes from a board pack, ready to paste into the papers. Beside each figure is where it came from, or a flag where nothing in the pack supports it.
Sample: an AI draft of a board summary, figures invented for the demonstration
Group revenue for the quarter was £14.2m (source: Board pack p. 4, cell B4), 6.1% (source: Board pack p. 4, cell D4) ahead of budget, led by the two new contracts in the Northern region. Gross margin held at 38.4% (source: Management accounts p. 2, cell F18), comfortably above the sector median of 34% (source: UNSUPPORTED: no source in the documents you supplied) for mid-market services businesses. Operating cash flow of £2.3m (source: Cash flow statement p. 6, cell C12) kept the business well inside its banking covenants. On the current pipeline, revenue should grow at 12% (source: UNSUPPORTED: no source in the documents you supplied) a year through 2028, which supports the case for the second site.
4 of 6 figures traced. Two have no source.
The two without a source are a sector benchmark and a growth forecast: the figures a board is most likely to repeat.
The real check is a prompt from The AI Playbook (p. 45). Run it in the same conversation where you gave the model your documents.
Before I use this draft, list every number, name, and date in it.
For each one, give:
- its source: the document and page or section I gave you, or none, and
- whether the source states it, or you calculated or inferred it.
Mark anything you cannot point to a source for as UNSUPPORTED.
Do not correct or soften anything yet; I will decide what stays.Treat the list it gives you as a map of where to look. Open the passages behind the figures that carry your conclusion, then decide what you sign.
AI Elite Thinkers is a way of working: AI inside the real job, held to the standard your name already carries.
Month-end close, board packs, contract review, long documents, and competitor research, each worked through with the prompt written out in full.
Each workflow comes with what to verify before the work leaves your desk, so the judgement stays with the person who signs.
Jamie Whitson, a PwC-trained auditor and former Head of Finance, founded AI Elite Thinkers and re-checked the Q4 2026 editions against the vendors’ own pages in October 2026.
Begin free with a map of the tools, a proper Claude setup, or 5 finance workflows. Go platform-deep when you are ready, paid once and yours to keep.

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Gemini across Gmail, Docs, Sheets, and Drive, with Gemini Notebook for research, in 195 pages.

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The Claude, ChatGPT, and Google AI playbooks together, against $141 bought separately.

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Claude run as a system, across the app, Claude Code, projects, and memory, in 224 pages.

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The entry point to Claude for senior operators new to it, with every prompt written out in full.

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A folder your own Claude reads first. It drafts your monthly commentary from your own numbers and ties each figure to a cell.
Paid once, 30-day refund.
Free field notes on finance work with AI, each with the checks to run before sign-off.
Each paid guide has a 30-day refund; the bundle has 60 days, with conditions.
The AI Playbook if you are weighing up the tools, The Claude Quick Start if Claude is new to you or gives you generic answers, or The Claude Finance Runbook if you want to hand it real finance work. Each one opens as soon as you enter your email, and a copy goes to your inbox.
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