Jamie Whitson
PwC-trained auditor, former Head of Finance
I build The Setup: a file your own Claude reads before it does anything. It comes with a check that ties each figure in Claude's draft of your monthly numbers to a cell in your file.
Where I come from
I studied accounting (a BCom in Accounting Science, then Honours in the same discipline) and served my articles at PwC as a Senior Assurance Associate, auditing businesses in property development, logistics and retail.
I then spent 9 years as Head of Finance at Razemba Ventures, a family-owned entertainment group: budgets, forecasts, feasibility studies, cash flow and shareholder reporting.
Today I work from Indonesia across property development consulting, financial modelling and property investment advisory. My own businesses run on the same folder I sell as The Setup.
How I check the work
An auditor traces each number to a source and raises anything that does not trace. The Setup writes that habit into the instructions Claude follows.
Claude checks each figure in a draft against a cell in your file and lists anything it cannot tie as a question. If more than two figures fail, its instructions say stop and ask you; on the test files, it did. You sign off the draft, and its instructions say Claude never emails, posts or uploads it.
What is on this site
- The Setup$97. A file your Claude reads first, then your monthly numbers job drafted and checked against your own spreadsheet.
- The guidesPlaybooks for ChatGPT, Claude and Google AI, from $29. Read them to learn the tools.
- The AI PlaybookFree. Where to start if you want to read before you buy anything.
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