Clara Solutions
Program · accounting firms and bookkeepers

The program for accountants: less data entry, more advising.

The same 2 mornings, applied to your firm. We set up confidentiality first, then Claude takes the data entry, follow-ups and file setup. You check and sign.

See upcoming dates Morning by morning
2 mornings of 3 hLive, small groupOn your real filesNo coding
Example · plan mode
Prepare the import of the March bank statement for Tremblay Bakery Inc.
Claude · my plan
  1. 1Read the PDF statement
  2. 2Suggest an account for each transaction based on your chart of accounts
  3. 3Set the doubtful lines aside for you
  4. 4Output a file ready to import
Shall I start?
You
You approve the doubtful lines. You import.

The tasks we build with people in your trade

For each: what you do today, what Claude does, what you keep. You pick the one we build together during the training.

Onboarding a new client

Today
You enter each deadline in Outlook one by one: source deductions, payroll, T4s. Miss one and your client pays a penalty.
Claude
From the client's file, Claude prepares the documents to request and the year's schedule, in a file you import into Outlook.
You
You check and import.

Bank statements

Today
Hundreds of transactions a month, categorized by hand.
Claude
Claude reads the statement (PDF or CSV), suggests an account for each transaction and gives you a file ready to import.
You
You approve the doubtful lines it flags.

Payroll journal in PDF

Today
Your payroll software spits out 3 pages of PDF. You retype the entry.
Claude
Claude converts the PDF into a file in the format your accounting software accepts, every pay run.
You
You import and check the totals.

Missing documents

Today
You chase your clients one by one, when you think of it.
Claude
From your list, Claude writes a personalized follow-up for each client, with exactly what's missing.
You
You review and send.
You keep your tools:
Sage 50AcombaQuickBooksProfileTaxCycleDextExcelOutlook

The program, morning by morning

Live, shared screen: Yassir shows, you do the same on your side, on your tools. No slides to watch.

1Morning 1 · 3 h live

Claude learns your business

You leave with Claude installed, set up for your business, and your first automation under way.

  1. We install everything together

    Claude inside Visual Studio Code, a free tool that lets you keep several conversations open at once. Step by step, shared screen.

  2. Your working folder and your rules

    A file Claude reads before every task: who you are, your trade, your clients, what it must never do. That's what turns a chat into an assistant that knows your business.

  3. Plan mode: it proposes, you decide

    Before acting, Claude shows you its plan and asks its questions. You correct, you say yes, it executes. You stay in control.

  4. Your first automation

    You give Claude a real document (an old quote, a report, a statement) and it builds the tool that redoes it for you, the same way every time.

  5. Talk instead of typing

    You dictate your requests out loud, like to a colleague. It's faster, and you give more detail without noticing.

In your trade: Your firm's rules file: never a social insurance number, nothing sent without your approval, the files Claude is allowed to see. Then your first automation, for example missing-document follow-ups.
2Morning 2 · 3 h live

Claude plugs into your tools and remembers

You leave with a Claude that works with your tools, remembers what it learns, and the right security habits.

  1. Plug Claude into your tools

    Gmail, Google Drive, Shopify, your CRM: Claude reads the tool's documentation and writes the connection itself. You provide the access, it does the rest.

  2. Make your numbers talk

    Statements, sales, calls, Excel files: you provide the raw data and an example of the report you want. Claude produces the report, the same way every time.

  3. A memory that grows

    At the end of each work session, Claude writes down what it learned: your projects, your decisions, your tools. It gets better every week.

  4. Serious research

    A research tool that compares sources across the web and hands you a summary, for a market study or a supplier decision.

  5. Security habits

    Where to keep your keys and passwords, why never to install a tool found just anywhere, and how to spot a booby-trapped document trying to give Claude orders.

In your trade: Statements and payroll PDFs turned into files ready to import into your software, a memory of your clients and your ways of working, and the security habits for confidential files.
Every month · live
The Q&A session

Bring what's blocking you or your next automation idea. We solve it together and go over what's new in Claude.

The method

One recipe, for all your tasks.

It's the same for a quote, a report or a Gmail connection. You practise it during the 2 mornings, then repeat it on your own.

  1. 1
    You describe the task

    Out loud, like to a colleague, with an example of the result.

  2. 2
    Claude proposes a plan

    It reads your folder, then asks its questions.

  3. 3
    You approve, it builds

    The tool is ready to reuse, next time in minutes.

  4. 4
    It remembers

    What it learned goes into its memory. Next time, it already knows.

They did it in their business

Not an accountant, but the same data entry that eats the day.

“My timesheets go straight into my quote file, which is also my job-tracking file. It would have cost me a fortune to have an Excel specialist build that.”
SCSimon C.Construction contractor
Quotes, timesheets and job tracking linked

Pick your cohort

2 live online mornings of 3 hours, 9 a.m. to noon (Montreal time). Come with THE task you want off your week.

$1,500
per person, plus tax
October 2026
M
T
W
T
F
S
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
23
24
25
26
27
28
30
31
Training daySelected cohortMontreal time
  • Open for registration
    October 22 cohort
    Thu, Oct 22 and Thu, Oct 29 · 9 a.m. to 12 p.m.
    Book
  • Registration not open yet
    November 19 cohort
    Thu, Nov 19 and Thu, Nov 26 · 9 a.m. to 12 p.m.
  • Only one cohort is open at a time. The next one opens the day this one starts.
  • 2 live mornings of 3 hours, small group, shared screen
  • You build on your real files, not on examples
  • Session recordings, to rewatch as often as you like
  • Course notes and ready-to-copy prompts
  • A live Q&A session every month
Not sure where to start?

Take the free AI diagnostic: Clara spends 15 to 20 minutes with you (and your team, if you want) and tells you which tasks to automate first.

Discover the diagnostic

Frequently asked questions

What about my clients' confidentiality?
It's the first thing we set up. Together we turn off the use of your conversations for model training, write the rules Claude must follow, and you decide which files it sees.
Do I have to change my accounting software?
No. Claude works with the files your software already exports (PDF, Excel, CSV) and gives you back files ready to import.
Do I need to know how to code?
No. You describe what you want, Claude proposes a plan, you approve and it writes the code. We install everything together.
What do I need?
A computer (Mac or PC), a paid Claude subscription (from about US$20 a month) and an example document for the task you want to automate.
How much does it cost?
$1,500 per person, plus tax, for the 2 mornings, recordings, notes and the monthly session.

See also the page for accounting firms

The program for other trades

Construction and renovation

Quotes, timesheets, job tracking

See the program
Marketing agencies

Proposals, client reports, content, admin

See the program
E-commerce

Product listings, warehouse, sales

See the program
Coaches and trainers

Sales calls, reports, course outlines

See the program
Your trade isn't listed?

The method is the same. The free diagnostic tells you which task to start with.

Take the diagnostic

Your first task automated, in 2 mornings.

Live, on your real files, no coding.

Book my seat