// Free playbook · Finance & Accounting
The Finance & Accounting AI Playbook
Make your business faster, leaner and lighter. For accountants, bookkeepers, financial advisers and mortgage brokers.
- 16 plays
- A prompt for each one
- Works in Claude or ChatGPT
What one play looks like
Rough notes from a client review · 0:12
"Review done. Wants quarterly check-ins. Chase the missing paperwork by Friday. Mentioned a second property. Book next meeting."
→
Follow-up · Client review
(demo data)
- Email thanking them for the meeting
- Paperwork to send us by Friday
- Quarterly check-ins agreed
- Next meeting to book
- Advice: yours to add
// What's inside
Three steps. No tech skills needed.
1
Tick what sounds like you
2 minutes2
Try the prompts as you go
10 minutes each3
Leave with your own 90-day plan
Built as you goEvery prompt works in Claude or ChatGPT. Copy it, paste it, and swap anything in [brackets] for your own details.
// Built by Titanom.ai
Stop guessing. Start knowing.
Ben Hawksworth and the Titanom.ai team help founder-led businesses build AI intelligence behind every decision. This playbook is where it starts.
