01
The Brief
For senior professionals · Finance · Property · Hospitality

Where experienced professionals turn AI into unfair advantage.

You've spent decades building domain expertise. Here's how to compound it with AI, without starting from scratch.

Indicator · 01
6.4 days
Average month-end close
APQC benchmark · AI target 2–3 days
Indicator · 02
38%
Finance team time on transaction processing
Reclaim it for strategic work
Indicator · 03
45 min
To read The AI Playbook and know where to start
Free download
02
The Setup Audit

Your Claude setup has a score.

The Setup Audit measures how much of your context, standards and best work survives into the next session, out of 100. Start with the free check: 8 questions, two minutes, no email.

Example report
0out of 100, estimated
Emerging

Illustrative example, not your result. The free check produces yours.

The ladder · 5 bands, 100 points
Ad hoc
0-20
Chats from scratch. Nothing persists; each session starts with re-explaining.
EmergingThe example sits here
21-40
Saved prompts and scattered notes, no durable system. Value arrives, then evaporates.
Systematic
41-60
An operating manual and project context exist; memory is partial.
Compounding
61-80
Memory, rituals and first skills in daily use. Work done once stays done.
Productised
81-100
Workflows encoded and automated where safe. The setup itself is an asset.
01 · Guess
The free check

8 questions, a rough band, two minutes. No email.

Free
02 · Estimate
The interview

21 questions across all 7 categories; your top three gaps named plainly.

Free for the first cohort, by invite
03 · Evidence-checked
The pack

Runbooks assembled to your profile; your own Claude turns the estimate into a measured score.

$99 · 14-day refund
Check my Setup Score free

The interview is free for the first cohort, by invite. The Upgrade Pack is $99: personalised runbooks with a 14-day refund if it plainly does not fit.

The Setup Audit is built by AI Elite Thinkers. Not affiliated with or endorsed by Anthropic.

03
Methodology

The deployment sequence.

Five stages, in order. Skip a stage and the advantage fails to compound. Each stage names the owner, the artefact, and the check that keeps judgement with the professional.

Phase A
Decision
Phase B
Build
Phase C
Scale
01
Map
02
Decide
03
Deploy
04
Govern
05
Compound
Owner
You
Artefact
Decision map
✓ Governance check
Where does AI create measurable advantage?
Owner
You
Artefact
Deployment brief
✓ Governance check
Which workflow first, and why this one?
Owner
You + AI
Artefact
Workflow draft
✓ Governance check
Does the output survive a senior review?
Owner
You
Artefact
Review protocol
✓ Governance check
What must a human verify before sign-off?
Owner
The team
Artefact
Documented playbook
✓ Governance check
What is reusable for the next workflow?
Judgement before tools. The decision precedes the deployment.
Documented before scaled. The playbook precedes the team.
Owner before automation. A name sits on every artefact.
04
Application

Where the sequence meets the desk.

The same five stages, rendered for each sector. Click a row to expand.

38% of the team's time goes to transaction processing. AI doesn't replace judgement. It eliminates the checkbox work so the team can focus on what the numbers mean.

01 AP recon.
02 Variance narrative
03 Sign-off packet
Governance checkEvery stage has a named owner and an artefact that leaves a paper trail.
05
The Playbook

You are not behind on AI. You are exactly who it was built for.

The professionals who think they're late to AI are the ones best positioned to use it. Decades of domain expertise is the multiplier, not the obstacle. The Q3 2026 edition of The AI Playbook maps the tools, the landscape, and four worked scenarios from the desks of senior operators. One 45-minute read.

Written by a former PwC Senior Assurance Associate and Head of Finance. Field-tested across four businesses in finance, property, and hospitality.

One email. One PDF. The edition hits your inbox in 90 seconds. No sales sequence, no phone call.

06
Catalogue

Platform Mastery Guides.

Three deep-dive guides, one per major platform. Every feature, every workflow, every prompt tested in a professional context.

The ChatGPT Playbook
ChatGPT · OpenAI · Guide 01

The ChatGPT Playbook

The most versatile platform. Voice mode, ChatGPT Work, Deep Research, custom GPTs, and 30+ prompts for finance, strategy, and operations.

The Claude Playbook
Claude · Anthropic · Guide 02

The Claude Playbook

Built for depth. Long-document analysis, contract review, and precision reasoning where accuracy is non-negotiable.

The Google AI Playbook
Google AI · Gemini · Guide 03

The Google AI Playbook

Gemini across Workspace, NotebookLM as a research engine. The tools you already use, working significantly harder.

Cover of The Claude Foundations Playbook
The Foundations Series · New

New to Claude? Get the foundations strong.

The Claude Foundations Playbook: set up once in 45 minutes, then six growth workflows with every prompt written out in full. For operators senior at their craft and new to Claude. No technical background assumed.

Running Claude itself as a system is a different job from applying one platform to your field. That is The Claude Power-User Playbook, below.

07
The Power-User Series

Most people use a tenth of Claude. This is the other nine.

The Claude Power-User Playbook is a non-technical guide to running Claude as a system rather than a chat window: the three surfaces, a setup that already knows your standards, and a memory that compounds. Cross-vertical, with a governance step in every chapter.

The 5 seriesThree models. All on 5. The Playbook covers which one each job belongs to.

Sonnet 5

The everyday default

The best balance of speed and intelligence, and the standard model on Free and Pro. Where most work should sit.

1M-token context · roughly 2,500 pages

Opus 5

The default heavyweight

Judgement-heavy reasoning, long documents, and accuracy-critical work, at half Fable’s price per token.

1M-token context · roughly 2,500 pages

Fable 5

The frontier tier

The most capable Claude available to the public. A deliberate choice for the job that earns it, never a default.

1M-token context · roughly 2,500 pages

Haiku 4.5 rounds out the line-up for quick lookups and high-volume work. The Playbook’s routing rule: match the model to the task, not the task to the model.

What is inside
  • The three doors: Chat, Cowork, and Code, and which one each job belongs to
  • A setup that already knows your standards, through projects and CLAUDE.md
  • A memory that compounds, instead of a prompt library you forget you wrote
  • The MCP connectors, CLIs, and plugins that earn their place, and the ones that do not
Cover of The Claude Power-User Playbook
$47
One-time · instant PDF · free updates
Read the guide →