Future of Work Lab
PERSONAL AI OS ACCELERATOR · PROFESSIONALS

Commercialista OS

Reclaim 10–15 hours per week.

Stop drowning in client document chases, fiscal deadlines, advisory notes, and compliance work all at once.

Your AI OS handles the recurring work that eats your week. The intake follow-ups, missing-document checklists, deadline reminders, fiscal explanations, advisory notes, corporate filings, and audit prep you have been doing by hand for years.

Run your studio through one Claude AI Operating System tailored to your practice. Tax filings, accounting work, corporate advisory, audit preparation, client communications, and decision memos. All in one connected system.

Built on Claude. Tailored to your studio. No coding. No tech skills. For beginners.

BUILD MY OS

7 sessions · €149 + Claude Pro subscription (€18/month, required)

Commercialisti, dottori commercialisti, revisori legali7 sessions149
Your clients expect more. You are working harder than ever.

Your clients are not just asking for tax filings anymore. They want corporate advisory, business structuring, compliance guidance, audit support, and a commercialista who can actually keep up with the regulatory pace. Your deadlines have not moved. Your team has not grown. Your work has piled up.

Meanwhile, the next generation of commercialisti is starting to show up to client meetings already running an AI Operating System. Their intake is automated. Their reminders go out without them. Their advisory notes are drafted in minutes, not hours. Their audit prep is half done before they sit down. They have time for the work that actually requires their judgment.

You need a system that helps you run the studio differently this week, without you having to be technical.

That is what the Commercialista OS helps you build. You build a Claude AI Operating System around your actual practice.

  • Your client base
  • Your fiscal calendar
  • Your services across tax, accounting, advisory, and audit
  • Your fiscal and corporate frameworks
  • Your intake process
  • Your advisory notes
  • Your recurring client communications
  • Your documents
  • Your way of explaining and reasoning

By the end, you have a working system that handles intake follow-ups, tracks missing documents, sends deadline reminders in your voice, drafts fiscal and corporate explanations clients actually understand, prepares advisory notes, supports audit work, and keeps the studio running with less manual effort.

That is how you stay ahead of the work.

What you will build, with step-by-step help.

No AI experience needed. No coding. Built for beginners.

Your Studio Command Center (Claude Projects)
  • Build Claude Projects for the four areas of your practice: Tax & Accounting, Corporate Advisory, Audit, Client Communications
  • Load your client list, fiscal calendar, frameworks, voice, and procedures once. Reuse forever.
  • Every AI chat starts with your studio’s full context
  • Add more Projects as your client base grows
The Things You Do Every Week, Done Once (Claude Skills)
  • A Document Intake skill that drafts the missing-document checklist for any client in your voice
  • A Deadline Reminder skill for the emails you send before every fiscal and corporate cutoff
  • A Fiscal & Corporate Explanation skill that turns regulation into client-friendly language
  • An Advisory Note skill for client meetings, board memos, and strategic follow-ups

Skills run on demand from any conversation. The work you do every week, captured once.

Your First Ready-Made Plugin (Skills + Agents + Connectors, bundled)

A plugin is a complete mini-team in one install: the skill that does the work, the agent that runs it, and the connector to your tools. Drop it in. It works.

  • The audit-checklist Skill that knows your standards
  • A document-gathering Agent that pulls what is missing
  • The Drive connector that finds the files
  • Bundled together so the binder is half done before you walk in

Once you understand how one plugin is built, you can build any plugin you need.

Always-On Routines (Routines)
  • A Monday Briefing that arrives before your first coffee. Pulls upcoming deadlines, missing documents, audit milestones, and the clients who need follow-up
  • A Friday Wrap that writes itself at 5pm. Surfaces what shipped, what slipped, and what needs to move next week

Routines run on a schedule. Plugins run on demand. Together, they keep the studio moving without you holding every piece.

Cowork on Real Deliverables (Claude Cowork)

A shared workspace where Claude works alongside you in the document, not in a chat window.

  • Advisory notes and board memos drafted and finalized in one sitting
  • Fiscal and corporate explanations written in plain client language
  • Audit binders and supporting documentation prepared before the audit, not during
  • Year-end reports and compliance memos shipped before the deadline
What you leave with

By the end of session seven, you have:

  • 1 Studio Command Center
  • 4 reusable Claude Skills
  • 1 ready-made Plugin (Skills + Agents + Connectors)
  • 2 always-on Routines
  • 3 shipped studio deliverables

And you walk away with:

  • A working AI OS inside your studio
  • A new way of working that compounds every week
  • The knowledge to keep expanding your OS on your own
Ready to reclaim 10–15 hours per week?

Run the studio your clients already expect.

BUILD MY OS

7 sessions · €149 + Claude Pro subscription (€18/month, required)

For Commercialisti, dottori commercialisti, revisori legali

Built on Claude
Claude ProjectsClaude SkillsPluginsRoutinesCowork