Automating End of Month with Claude, Xero and Syft Analytics
Recorded
1 x CPD point
Bringing swiftness and accuracy in End of month
WHAT THIS SESSION IS ABOUT
Month end can be a time consuming process in most practices. Chasing transactions, reconciling accounts, writing commentary, fielding client queries. All manual, all repetitive, all billed at a rate nobody wants to defend.
Neha shows you exactly where Claude takes over. Reconciliation checklists built in seconds. Variance commentary drafted straight from your Xero export and Syft reports. Anomalies flagged before they reach a client's inbox. Every prompt is demonstrated live, so you leave with something you can run the same afternoon.
WHAT YOU WILL WALK AWAY WITH
→ A Claude-powered month end checklist, built live and tailored to your practice
→ The Skills, Projects and Schedules that do the repetitive work for you
→ Anomaly detection set up so issues surface before anything goes out the door
→ Reconciliation shortcuts that cut review time without cutting corners
→ A repeatable workflow you can hand to a team member with zero re-explaining
$99 inc GST | Replay available | 1 CPD hour
VIP PACKAGE: The AI Month End Close System
Add for $99 inc GST. Valued at $900+.
The webinar shows you the workflow. This is the workflow, built and ready to run in your practice on Monday.
Month End Close Workpaper Pack and skill to be used in Claude (Value: $300)
Five templates covering bank and credit card reconciliation, accruals and prepayments, payroll clearing, balance sheet review, and final sign-off. Each one pre-structured with purpose, work performed, evidence, exceptions and reviewer sign-off. Supplied as editable Word documents, so they become your firm's templates, not someone else's.
Anomaly Detection Skill Library (Value: $250)
Skills that surface duplicate entries, round-number transactions and suspense account movements. Period-on-period variance detection that runs before your review starts, not after. Unusual coding and misclassification caught while there is still time to fix it quietly.
Reconciliation Shortcut Pack (Value: $200)
Exact Xero export instructions for the accounts that swallow the most review hours, with the matching Claude prompt for each one. Plus a clear line on what stays manual and what Claude surfaces for you.
Close Calendar and Staff Allocation Template (Value: $150)
A day-by-day close sequence you can allocate across the team, with dependencies mapped so nothing sits waiting on you. Includes a 30-day review template to tighten the process after your first run.
Add the VIP Package for $99 inc GST
Four asset packs, $900+ of value, yours to keep and reuse every close from here on.
Practitioner responsibility: Claude drafts, you review, you sign off.
Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide.
