A community for accountants who build with AI (or want to).

A paid Circle community for accountants who want to build with AI and automation. We’ve been running since August 2024 with 530+ members. The room is open to everyone who does the work in a firm (not just firm owners): bookkeepers, payroll specialists, ops and admin staff, senior accountants, managers, firm owners, accounting students, AND the product teams from the tools you use. If your work touches an accounting firm, you’re in the right place.

Yes, and it’s easier than you think. Most members aren’t technical when they show up. The room moves at the pace of someone who opened Claude for the first time last week, not at developer pace. You bring a workflow you’d like to make easier, and the community walks the rest of the way with you.

Not a chance. Plenty of members finish builds without writing a line of code. But if you’re on the nerdier side of this stuff, I think you’ll find your people here.

Whatever works for your stack. Members build with Claude (Code, Cowork, Projects, Skills), ChatGPT, Microsoft Copilot, Gemini, QuickBooks, Xero, your project management system, Make, n8n, Power Automate, Zapier, and direct APIs. We’re not tied to any single vendor.

YES! They weren’t for the longest time, and then I realized that having them here is the secret sauce that makes this work. Need a new tool added to the Double MCP? The CEO Ben interacts with us and is involved in the conversation. I love having the vendors here to help support everyone. They’ll also NEVER pitch you.

Yeah, min Pro, Team ideally.

Included. Comparable cohorts elsewhere run between $149 and $450 as a separate purchase. Here it comes with the regular monthly membership.

A real client intake tool for your firm: it takes form details from a website, gathers company info, sets up jobs in your project management system, prices the work, and produces a custom-designed proposal on screen. You build it live over five weeks (July 16 to August 13, 2026), in Claude Code and Lovable side by side, so you learn the ideas rather than one vendor’s buttons. Along the way: connecting to systems with an API (like Anchor) and working around ones without (like Ignition, through an MCP connector), backing up with version control, an adversarial code review from Codex, and a real deployment to Vercel or Supabase. Every demo runs on sandbox data and a fake prospect, never real client data. It closes with a demo day and a vote for the winners.

Cohort 2 ran May 6 to June 10, 2026: five weeks building a Claude agent for your firm, anchored on Northside CPA, a fictional 12-person cloud firm.

• Week 1. Pick a workflow, write a strong brief, get your first real output.
• Week 2. Give Claude a real job with Cowork and Projects.
• Week 3. Turn the workflow into a reusable Skill: bank rec review, missing docs follow-up, P&L review, advisory briefs.
• Week 4. Build a team-facing asset, or go deeper with Claude Code.
• Week 5. Launch your first agentic workflow safely, with scheduled tasks and review points.

It wrapped with a demo day where members showed what they built, from daily email digests to full internal apps, and voted for the winners. Every session is recorded, transcribed, and searchable, so you can run the whole cohort on your own schedule.

Nah. Every live session is recorded and posted right after it ends. Transcripts go up for the bigger sessions so you can run them through your own AI. Members who only watch recordings still build stuff and contribute to discussions async.

Most sessions land at 3pm ET or earlier, which is evening in the UK and EU and next-morning watching for Australia. Circle is open all the time. A meaningful share of members are outside the US and Canada, so you won’t be the only one.

Yes. Every live session, every cohort session, and every guest presentation is recorded the same day, transcribed, timestamped, and searchable. The library has been growing since Aug 2024. That includes all five Cohort 3 sessions, so nothing is lost if you can’t make one live.

No. Product team members are members like everyone else. They’re in the room to help and to learn, not to sell. I didn’t let them in for the longest time, but having them here has been so helpful and gives people who normally don’t have that level of access a voice directly to the apps they love and use every day. Plus, a little friendly talk about competitors helps move things along :)

A lot of automation agencies are already inside the community and take on professional work for members. We’re also launching a Certified Builders directory soon, where you’ll be able to browse and contact vetted builders directly. In the meantime, post what you need and someone usually offers to help. A lot of members have worked with agencies that provide help here, and that’s one of the biggest benefits of the community.

You get a Circle account, an intro post template to introduce yourself, the next live session on the calendar, and access to the full recorded library on day one. If a cohort is running, you can join it from your first day.