Your monthly commentary, drafted from your own numbers and checked.
Claude reads files before it does anything. The Setup is the folder it reads first, and the check that ties every figure in the draft to a cell in your file.
Claude interviews you and writes the file itself: who you are, what you work on, how you like the work done.
Your monthly commentary, or the numbers job you name, drafted from your own numbers. Each figure is checked against a cell; if more than two fail, it stops and asks.
You run it again from the file, not from a blank chat. You sign off every draft.
Built by a PwC-trained auditor and former Head of Finance. The Setup is made by AI Elite Thinkers. Not affiliated with or endorsed by Anthropic.
The deployment sequence.
Five stages, in order. Skip a stage and the advantage fails to compound. Each stage names the owner, the artefact, and the check that keeps judgement with the professional.
Where the sequence meets the desk.
The same five stages, rendered for each sector. Click a row to expand.
38% of the team's time goes to transaction processing. AI doesn't replace judgement. It eliminates the checkbox work so the team can focus on what the numbers mean.
You are not behind on AI. You are exactly who it was built for.
The professionals who think they're late to AI are the ones best positioned to use it. Decades of domain expertise is the multiplier, not the obstacle. The Q3 2026 update of The AI Playbook maps the tools, the landscape, and four worked scenarios from the desks of senior operators. One 45-minute read.
Written by a former PwC Senior Assurance Associate and Head of Finance. Field-tested across four businesses in finance, property, and hospitality.
The PDF reaches your inbox in about 90 seconds, then two short follow-up emails. Unsubscribe any time.
Platform Mastery Guides.
Three deep-dive guides, one per major platform. Every feature, every workflow, every prompt tested in a professional context.
The ChatGPT Playbook
The most versatile platform. Voice mode, ChatGPT Work, Deep Research, custom GPTs, and 30+ prompts for finance, strategy, and operations.
The Claude Playbook
Built for depth. Long-document analysis, contract review, and precision reasoning where accuracy is non-negotiable.
The Google AI Playbook
Gemini across Workspace, NotebookLM as a research engine. The tools you already use, working significantly harder.
New to Claude? Get the foundations strong.
The Claude Foundations Playbook: set up once in 45 minutes, then six growth workflows with every prompt written out in full. For operators senior at their craft and new to Claude. No technical background assumed.
Running Claude itself as a system is a different job from applying one platform to your field. That is The Claude Power-User Playbook, below.
Most people use a tenth of Claude. This is the other nine.
The Claude Power-User Playbook is a non-technical guide to running Claude as a system rather than a chat window: the three surfaces, a setup that already knows your standards, and a memory that compounds. Cross-vertical, with a governance step in every chapter.
Sonnet 5
The best balance of speed and intelligence, and the standard model on Free and Pro. Where most work should sit.
Opus 5
Judgement-heavy reasoning, long documents, and accuracy-critical work, at half Fable’s price per token.
Fable 5
The most capable Claude available to the public. A deliberate choice for the job that earns it, never a default.
Haiku 4.5 rounds out the line-up for quick lookups and high-volume work. The Playbook’s routing rule: match the model to the task, not the task to the model.
- The three doors: Chat, Cowork, and Code, and which one each job belongs to
- A setup that already knows your standards, through projects and CLAUDE.md
- A memory that compounds, instead of a prompt library you forget you wrote
- The MCP connectors, CLIs, and plugins that earn their place, and the ones that do not
