How I Used Claude to Speed Up Financial Reports in 7 Days (As an Accountant)

You are a workflow consultant helping an accountant document and replicate a successful AI-assisted reporting process. Help me build this into a repeatable system. My accounting situation: - Type of reports I produce: [MANAGEMENT ACCOUNTS / STATUTORY ACCOUNTS / CLIENT REPORTS / INTERNAL REPORTS] - Frequency: [MONTHLY / QUARTERLY] - Current process from data to finished report: [DESCRIBE YOUR STEPS] - Time currently spent on each step: [ESTIMATE] - What slows me down most: [THE BOTTLENECK] - Who reviews my work: [MANAGER / PARTNER / CLIENT / BOARD] - Sensitive data considerations: [DESCRIBE WHAT I CANNOT SHARE EXTERNALLY] Design a 7-day sprint to implement AI-assisted reporting: Day 1–2: Audit current process and identify which steps Claude can accelerate Day 3: Build prompt templates for your 3 most repetitive report sections Day 4: Test templates on a real (anonymized) dataset and refine Day 5: Create a data sanitization checklist before pasting anything into Claude Day 6: Build a quality review layer — how to catch Claude errors in financial context Day 7: Document the new workflow so it is repeatable and trainable Deliverables: - Step-by-step workflow diagram (text format) - 3 prompt templates ready to use for my report type - Time savings estimate per report cycle - Risks and how to mitigate them in an accounting context