Kick

In this live workshop, Kick and Ping show how accountants can use Claude to prepare for client meetings and find advisory and revenue opportunities.

We’ll build agents together that combine meeting context from Ping with general ledger data from Kick, then walk through how to adapt them for your own firm.

We’ll cover:

1.  Building an accounting agent in Claude, with no coding required
2.  How to customize your Agent to automate 2 hours of work per client per month
3.  Best practices for AI security, cost, and setup for your firm and clients

Registrants receive the agents we build, along with a library of accounting agents from Kick. If you can’t attend live, we’ll send the recording.

*   No prior experience with Claude is needed.
