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Build Your Accounting Agent w/ Logan Graf

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01:06:16

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Join this hands on 45-minute workshop to build your own accounting agent.

Agenda:

  1. Build your own accounting Agent using Claude in 5 min
  2. How to customize your Agent to automate 2 hours of work per client per month
  3. Best practices on AI security, cost, firm and client setup

Requirements:

  • Claude or ChatGPT account
  • Your laptop

Speakers

Logan Kieller

Logan Kieller

Growth Lead

Logan created the Kick research firm which maintains a 1 Bookkeeper to 311 client ratio. He now helps firms apply AI to automate and grow their firms.

Logan Graf, CPA

Logan Graf, CPA

CPA Firm Owner

Logan Graf, CPA, is the founder of The Graf Tax Co. and Counter, a community for accounting firm owners.

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Build Your Accounting Agent w/ Logan Graf

01:06:16

Watch