All answers
Practice mgmt Open question — the Lab is working on this

Is it better to build custom AI workflows in Claude or rely on AI features being built into the software we already use (like Outlook)?

11:36From the June 16 call · Workpaper Automation, 7216 Questions, and Claude for Bookkeeping

There's a tradeoff between two approaches: building something highly customized and nuanced to your exact firm situation by working directly with Claude, versus using AI capabilities already being embedded natively into existing software (like a potential Outlook co-pilot feature). One view raised was preferring an '85% solution' that's already built and then customizing around the edges, rather than building from scratch, mainly due to time constraints. The group noted many accountants face the same pain points, so a shared 'solution in a box' could help, though building fully custom nuanced solutions is also valued by some. No firm conclusion was reached on which approach is better - it was framed as a genuine open question to consider.

The full answer is members-only

Membership is free. Apply and get this answer, the recording, and the rest of the library.

Apply to join

Already a member? Sign in

Is it better to build custom AI workflows in Claude or rely on AI features being built into the software we already use (like Outlook)? · The AI Lab for Accountants