Anthropic Just Dropped Claude for Finance (8 Skills)

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About Me:

I help people build AI systems that generate leads, close deals, and scale businesses. Two kinds of people, specifically:

1. Business owners who want AI installed in their company — done for them — so it runs the parts that used to eat a full team’s time.

2. Aspiring entrepreneurs who want to start their own AI business from scratch. I help them get off the ground, land their first clients, hit their first $10K months, and replace their full-time job.

Then I make videos showing exactly how it all works — what you need to know about AI through guided tutorials, real builds, on real businesses — right here on YouTube.

I founded Reprise AI, an AI consulting and implementation agency. We’ve deployed AI into 60+ companies across home services, healthcare, real estate, professional services, and e-commerce, driving over $5M in bottom-line revenue for them. I’m also a co-founder of Sync2, which builds voice and front-office AI for healthcare clinics. Alongside the client work, I teach this in the open to millions of people across the world & 20,000+ founders and operators building alongside me in the AI Accelerator community.

I taught myself all of this with no technical background — no CS degree, no formal training. That’s exactly why I know it’s teachable. If I could figure it out, so can you.

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0:00 – Anthropic’s new finance plugin
0:52 – 8 skills, you’ll use 2
1:46 – The plugin directory
3:05 – The 8 skills explained
4:45 – Chat vs Cowork
5:32 – Pointing it at a folder
6:21 – Installing the plugin
8:48 – What a skill actually is
12:07 – The books we’re using
14:39 – Skill 1: reconciliation
18:59 – Skill 2: variance analysis
24:41 – Skill 3: month-end close
26:25 – Where the close is stuck
29:06 – Connecting your accounting tools
30:24 – Running it on a schedule
31:50 – What it replaces (and doesn’t)

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