// 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

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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
  • Email thanking them for the meeting
  • Paperwork to send us by Friday
  • Quarterly check-ins agreed
  • Next meeting to book
  • Advice: yours to add
(demo data)

// What's inside

Three steps. No tech skills needed.

1

Tick what sounds like you

2 minutes
2

Try the prompts as you go

10 minutes each
3

Leave with your own 90-day plan

Built as you go

Every 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.

Ben Hawksworth teaching