What you'll accomplish
A personalized Claude "Project" configured as your dedicated bookkeeping assistant. Every time you start a conversation in this project, Claude already knows your chart of accounts, your common clients, your firm's communication style, and the accounting software you use, so you get useful answers without explaining context every time.
What you'll need
- A Claude Pro subscription ($20/month at claude.ai) — Projects require Pro
- 30 minutes to set up and customize the project
- Basic information about your firm or role: firm name, software you use, 3–5 common client types, your preferred communication tone
- Time needed: 30 minutes setup, then instant value on every use
- Cost: $20/month for Claude Pro
Set Up a Claude Project as Your Bookkeeping Assistant
Step 1: Create a new Project in Claude
- Go to claude.ai and log in with your Pro account
- In the left sidebar, look for Projects (below your recent conversations)
- Click + New Project or the Create Project button
- Give it a name: "Bookkeeping Assistant" or "[Your Firm Name] Assistant"
What you should see: A new project appears in your sidebar. When you click it, you'll see two areas: a Project Instructions section at the top (this is where you give Claude its "personality" and context) and a conversation area below.
Troubleshooting: If you don't see a Projects section, confirm you're on Claude Pro. Free plans don't include Projects.