Agentic Accounting 101 cohorts start monthly.
90 days to agentic accounting.
Your direct pathway to becoming an agentic accountant.
Agentic Accounting 201 & Agentic Accounting 301
The Program
Three Cohorts. Three Leaps.
Agentic Accounting 101
Four weeks to make AI your daily driver.
Understand the nature of AI agents, take the Daily Driver Challenge, and climb the first three levels of Agentic Accounting.
Starts monthlyAgentic Accounting 201
Four weeks to trust AI with entire workflows.
Build world-class skills, lock in security best practices, and climb levels four through six of Agentic Accounting.
Coming soonAgentic Accounting 301
Four weeks multiplying output while you stop being the bottleneck.
Learn to direct the work instead of doing it. Climb levels 7 through 10 of Agentic Accounting.
Coming soonAgentic Accounting
Ten levels. Each buys back more of your time.
Agentic Accounting 101levels 1 to 3
- Level 1. The saved promptWrite the instructions for a job you repeat and save them. Every later run starts from the same text.
- Level 2. The prompt chainSplit a job into its parts and have the agent work through them in order. You check the work partway.
- Level 3. The brainWrite down how you work and who you work for. The agent reads it before every job, so you stop explaining yourself.
Agentic Accounting 201levels 4 to 6
- Level 4. The skillWrap a whole job up so anyone can run it and get the same result every time.
- Level 5. The deliverableThe agent builds the finished file. You open it and send it.
- Level 6. The integrationThe agent works inside the software you already use, so it can read and write there itself.
Agentic Accounting 301levels 7 to 10
- Level 7. The agentYou describe the result you want and hand over the whole job. Then you check what comes back.
- Level 8. The orchestratorOne big job splits across several AI sessions at once, and every piece gets checked before it counts.
- Level 9. The cron jobWork you already trust runs on a schedule, whether or not you are at your desk.
- Level 10. The functionThe separate pieces join into one setup that runs a piece of your job. You watch it and step in when it needs you.
The Content Library
Single AI concepts introduced at just the right time
Each video introduces one idea to enrich the Agentic Accounting level you’re on. By the end, you’ll own a latticework of knowledge to understand why AI works the way it does and what to do about it.
The phase shift
How the industry is changing and how to respond most productively.
The agentic pathway
From clicking through software to directing an agent that does the work, and the ten levels of Agentic Accounting that get you there.
The technical reframe
The #1 limiting belief holding back progress with AI and how to overcome it.
The Daily Driver Challenge
Work with an AI agent every day for 90 days, with a daily accountability check-in. The core habit that drives your progress through Agentic Accounting.
The chat session
Understand the fundamental unit of AI: the chat session. What it is and what it isn’t. Common mistakes.
Interaction patterns
Ways to use an agent beyond asking it questions. Learn how to get more out of an AI session.
The nature of agents
How an agent can be amazing one moment and awful the next. Learn to understand how agents work, so you get more of what you want and less of what you don’t.
Feedback that sticks
Your agent makes mistakes. Let’s cover how to fix those mistakes for good.
The master builder prompt
The #1 most useful prompt for tackling any problem or build task, small or large.
Agents 101
Learn the difference between a chat session that only converses with you versus one that can do actual work for you.
Context 101
Set up your agent's "brain": the files and instructions that make every new session start smart.
Security 101
The rule for passwords and client secrets, and how to handle client data safely. Keep client work safe and keep moving.
The videos
The phase shift
The agentic pathway
The technical reframe
The Daily Driver Challenge
The chat session
Interaction patterns
The nature of agents
Feedback that sticks
The master builder prompt
Agents 101
Context 101
Security 101
The Schedule
What a week looks like.
Member rituals
- Every dayDaily Driver ChallengeStart at least one chat session for Agentic Accounting or your daily work. Then post a quick check-in to your pod with the results of the chat. Repeat this every day for 90 days to get real work done while you learn.
- Once a weekSubmit a chat or transcript for the cohort meetupSend us a chat session you want the group to look at or troubleshoot. Each week we work through the most interesting or challenging cases, which might be yours!
The Live Touchpoints
Scheduled touchpoints
- Once a weekCohort meetupWe walk through real chat sessions to unpack the wins, the challenges, and how to get more out of AI.
- Once a weekA weekly check-inOur team will touch base with you weekly to make sure you’re on track and help remove blockers.
Unscheduled touchpoints
- Every dayA pod of eight to twelve peopleChat daily with a core group of cohort members in the trenches with you.
- Any timeYour coach agentChat with an AI agent about Agentic Accounting and work through the levels together.
- Any timeThe whole cohortA bigger room for announcements and for problems your pod can’t crack.
- Any time1-to-1 networkingOptional but encouraged: meet all your pod members for an online chat at least once during the live cohort.
The Price
Pick Your Format
$0 forever
- Same core teaching content as the live cohorts.
- All three cohorts.
- No one left behind.
- We’re all gonna make it.
$99 a month, in the club
- four weeks, one cohort meetup a week,
- a pod of cohort members to build with,
- weekly check-ins from our team,
- 1-to-1 networking opportunities
$499 per seat, per cohort
- four weeks, one live session a week,
- 10 seats minimum
- every session is your firm only, on your firm’s own workflows,
- your whole firm moves through each cohort together
The FAQ
Good questions.
- Do I need to be technical?
- Yes, but it’s not what you think. Before AI, being technical meant you understood programming languages, could construct code, and probably had a computer science degree. Post-AI, if you can read, write, and talk, then you’re “technical” enough, because you can communicate with an AI agent that understands programming languages and can construct code. 10-year-olds are doing technical work with AI agents via voice-to-text. I assure you, you are plenty technical enough.
- What tools do I need?
- The one prerequisite: access to a coding agent, not just a chat agent like ChatGPT. Claude Code or Codex recommended. The good news is most chat agents now have a coding version.
- Which cohort should I start at?
- 101 if AI isn’t your daily driver yet. 201 if it is, and you’re ready to trust it with whole workflows. Uncertain? There’s a dropdown option for exactly that. Apply and we’ll help you get to the right cohort.
- How much time per week?
- Generally 5 hours or less, unless you’re feeling ambitious! Each session is one hour long. We recommend 2–3 hours of session time with your agent to work on build challenges. Don’t be surprised if you get hooked and have trouble turning off your private building sessions though!
- What if I miss a session?
- We will record and distribute sessions for cohort members to keep indefinitely.
- Refund policy?
- If you aren’t happy with the value you received, you can request a partial or full refund through the last day of each cohort. Our one question will be: “what can we do to make the cohort better?” Then your refund will be on its way.
- Can you train my whole team?
- Yes, we offer private training for firms. See the Firm cohort above.
the training happens inside the community
One membership covers the cohort and the people you keep building with.
No FOMO Club →