For accountants curious about AI and automation.

A community for accountants who build with AI (or want to).

A safe place off the social media feed where we can learn and build alongside agencies, apps and each other.

$39 / month. 30-day money-back guarantee. Claude Cohort 2 starts May 6.

Chad Davis, CPA, founder of AutomationTown
Chad Davis, CPA · 2 min intro

Who it’s for

Everyone in accounting is welcome. Yes, everyone.

Solo bookkeepers and Big-Four partners. Payroll, ops, admin, managers. Automation agencies, indie devs, and the product teams at Claude, Xero, QuickBooks, and Karbon. Whole firms, too. Nobody gets siloed by title here.

If you’re new to AI

Feel confident in a few days.

Ask the question you didn’t want to ask on LinkedIn. Someone here’s been exactly where you are last month, and they’ll walk you through it without making you feel small.

If you’re building

Find your people for inspiration and feedback.

Share a draft workflow before it’s polished. Get unstuck because someone’s already solved the weird edge case. Ship faster because you’re not building in a vacuum.

If you’re deep in it

Help others. Trade notes with people who get it.

The fastest way to sharpen your own thinking is to unstick someone else. Swap Claude Code tricks, agent architectures, and production-edge stories with practitioners who live here.

Bringing the whole firm? Seat plans put your team in the same room. See firm pricing →

Live this week

Upcoming events.

A live feed of what’s happening inside the community. More details and descriptions once you’re in.

What you get

From curious to building.
Three things make that happen.

01

Multiple sessions per week.

Bring what you saw on LinkedIn this week. Leave with how to actually build it. Length and topics shift with demand. Every session recorded.

This week’s schedule
02

Monthly cohorts.

Structured programs you move through with the room. Cohort 2 starts May 6. Included with membership.

Cohort 2 syllabus
03

390+ practitioners, always on.

Accountants, automation agencies, and the product teams behind the tools. Post to share or ask for help.

Who’s in the room

Claude Cohort 2

Claude Cohort 2.
Five weeks of live building.

Each week we build for Northside CPA, a fictional 12-person cloud accounting firm, with Claude. Follow along for inspiration, then adapt every pattern to your own firm. Bring an idea to build, pick one in week one or just follow along.

Kickoff May 6, 2026 · 3pm ET Live in 18d 14h 22m 05s
Included for free with membership Bringing your team? See firm pricing →
  1. 01

    Week one

    Pick your workflow and get your first real win.

    Choose a workflow. Write a strong brief. Get a useful first output. Understand the boundary between assistance and agentic behaviour.

    Deliverable · Workflow brief + first output

  2. 02

    Week two

    Give Claude a real job with Cowork and Projects.

    Move from isolated chats to structured work. Load context into Projects. Complete a real work item with Cowork. Claude becomes a worker, not a chat partner.

    Deliverable · First Cowork task

  3. 03

    Week three

    Turn the workflow into a reusable Skill.

    Package repeatable work as a Skill. Build for your lane: missing docs follow up, bank rec review, P&L review, advisory brief, weekly monitoring.

    Deliverable · One working Skill

  4. 04

    Week four

    Build a team-facing asset, or go deeper with Claude Code.

    Two paths. A core path for most participants (spreadsheet, checklist, intake workflow). A builder path for those who want to ship an internal tool with Claude Code.

    Deliverable · Internal asset, or internal tool

  5. 05

    Week five

    Launch your first agentic workflow safely.

    The difference between assistants, workflows, agentic workflows, and agents. Scheduled tasks. Review points. A safe rollout plan for recurring work.

    Deliverable · A live or near-live agent

Bring an idea to build, pick one in week one or just follow along.

Before you ask

When does the next cohort start if I miss May 6?

Cohort 3 kicks off in June 2026. If you want to follow along with a structured five-week program this quarter, Cohort 2 is your best bet (and there will be recordings). If you can’t make those, the weekly live drop-ins and other sessions keep running in the meantime.

I don’t have Claude, is this for me?

Sort of. You can follow along and apply the principles in OpenAI’s CODEX. If you don’t want to use real data, you can purchase a single PRO license and try with sample data that will be provided.

Can I join after the cohort has started?

Yes. Cohort 2 doesn’t “close” enrollment. You can join any time, you’ll get the live sessions going forward, and every past week is already in the archive to catch up on. You can still build alongside the room in future sessions and share what you’re building along the way, even if you show up late.

What about Cohort 1?

All sessions for Cohort 1 are recorded and transcribed, so you can follow along if you’d like after the fact.

Can I put my whole team in?

Yes. Firm plans cover everyone in your firm up to the number of seats you purchase, with seat counts that swap month to month. See firm pricing →

Join (Individual)

Included with membership. Running a team? Firm pricing →

Member wins

Before & After

Every member’s in for different reasons. Here are a few wins.

Apple Blossom Tax Service · EA

“I’m a lurker, I want to learn it all, but there’s always a but. I’m so busy; after tax season, my whole life is ‘later.’ The other day I randomly jumped on a live tutorial and was blown away with the helpfulness. My advice, jump in, it wasn’t scary.”

Melissa Ochoa, Apple Blossom Tax Service Melissa Ochoa Enrolled Agent, Apple Blossom Tax Service
Mike Libbey, COO at YBL
YBL

“I went from using ChatGPT to draft emails to building 30+ production apps running inside my firm, and my whole team leveled up along the way. Ridiculous value, ridiculous support, zero reason not to join.”

Mike Libbey COO at YBL
Mick Lindquist, Founder of Bookkeeper Buddy
Bookkeeper Buddy

“The community has been so welcoming, nonjudgmental and unbelievably helpful as I launched my journey to learn and navigate these incredible new tools. AI and automations can be intimidating to the non-techies like me and this community provides an environment to learn at whatever level and pace you are at.”

Mick Lindquist Founder, Bookkeeper Buddy
Advise Accountants

“I would like to personally thank you for putting on the Claude cohort, I am learning so much. We’re currently working with Isaac to fast-track some automations, but can’t wait to try myself now. Really keen to build connections between Xero and BuildXact as we look after a lot of builders. My friend Amanda also just joined the group after I was raving about it.”

Matt Sharwood, Advise Accountants Matt Sharwood Advise Accountants, Australia

Every tool you use

No accounting tool is off-limits.

A lot of the tools have representatives in the community helping move everyone forward.

Chad Davis, CPA, MBA. Founder of AutomationTown and co-founder of LiveCA.
Chad Davis, CPA, MBA Co-founder, LiveCA. Founder, AutomationTown.

Who runs this

An active CPA firm owner who loves seeing others succeed with technology.

Chad co-founded LiveCA in 2013, one of Canada’s first fully virtual CPA firms. Still running the firm today with around sixty people.

He posts daily on LinkedIn about AI and accounting, spent seven years living in an RV with his family across North America, and now works from Spain.

What I love about AutomationTown is it’s a room full of people using completely different tools, all rooting for each other, with no agenda other than to prop up the profession.

Questions people ask

FAQ

What is AutomationTown and who is it for?

A paid Circle community for accountants who want to build with AI and automation. We’ve been running since August 2024 with 390+ members. The room is open to everyone who does the work in a firm (not just firm owners): bookkeepers, payroll specialists, ops and admin staff, senior accountants, managers, firm owners, accounting students, AND the product teams from the tools you use. If your work touches an accounting firm, you’re in the right place.

I’m not technical. Can I actually do this?

Yes, and it’s easier than you think. Most members aren’t technical when they show up. The room moves at the pace of someone who opened Claude for the first time last week, not at developer pace. You bring a workflow you’d like to make easier, and the community walks the rest of the way with you.

Do I need a developer background?

Not a chance. Plenty of members finish builds without writing a line of code. But if you’re on the nerdier side of this stuff, I think you’ll find your people here.

What tools do you teach?

Whatever works for your stack. Members build with Claude (Code, Cowork, Projects, Skills), ChatGPT, Microsoft Copilot, Gemini, QuickBooks, Xero, Karbon, Financial Cents, Make, n8n, Power Automate, Zapier, and direct APIs. We’re not tied to any single vendor.

Are vendors in this community?

YES! They weren’t for the longest time, and then I realized that having them here is the secret sauce that makes this work. Need a new tool added to the Double MCP? The CEO Ben interacts with us and is involved in the conversation. I love having the vendors here to help support everyone. They’ll also NEVER pitch you.

Do I need a paid Claude subscription?

Yeah, min Pro, Team ideally.

Is the cohort included with membership or extra?

Included. Comparable cohorts elsewhere run between $149 and $450 as a separate purchase. Here it comes with the regular monthly membership.

I can’t attend live. Am I wasting my money?

Nah. Every live session is recorded and posted right after it ends. Transcripts go up for the bigger sessions so you can run them through your own AI. Members who only watch recordings still build stuff and contribute to discussions async.

I’m outside North America. Are the session times workable?

Most sessions land at 3pm ET or earlier, which is evening in the UK and EU and next-morning watching for Australia. Circle is open all the time. A meaningful share of members are outside the US and Canada, so you won’t be the only one.

Are sessions recorded?

Yes. Every live session, every cohort session, and every guest presentation is recorded the same day, timestamped, and searchable. The library has been growing since Aug 2024.

Are vendors going to pitch me?

No. Product team members are members like everyone else. They’re in the room to help and to learn, not to sell. I didn’t let them in for the longest time, but having them here has been so helpful and gives people who normally don’t have that level of access a voice directly to the apps they love and use every day. Plus, a little friendly talk about competitors helps move things along :)

How do I find someone to help me implement what I learn?

A lot of automation agencies are already inside the community and take on professional work for members. We’re also launching a Certified Builders directory soon, where you’ll be able to browse and contact vetted builders directly. In the meantime, post what you need and someone usually offers to help. A lot of members have worked with agencies that provide help here, and that’s one of the biggest benefits of the community.

What happens right after I sign up?

You get a Circle account, an intro post template to introduce yourself, the next live session on the calendar, and access to the full recorded library on day one. If a cohort is running, you can join it from your first day.

Our commitment

30-day money-back guarantee.

Join AutomationTown. If it’s not for you within 30 days, let us know and we’ll refund you, no questions asked.

  • No questions asked
  • Applies to individual plans
  • Full refund, always

Pricing

One price for individuals. Volume rates for firms.

Everything’s included on both. Live drop-ins, cohorts, the full archive, Circle community, Certified Builders. 30-day money-back guarantee.

Individual

For one accountant building for themselves.

$39/ month

Billed monthly. Cancel anytime.

  • Every live drop-in, every week
  • Every cohort, included
  • Full session archive since August 2024
  • Circle community + Access to Certified Builders
  • Product team access
Start as individual

30-day money-back guarantee

Volume rates

Firm

For practices of five or more accountants.

$435 billed quarterly

That’s $145/month · $29 / seat · Team rate

5 seats

5 – 14 seats · $29 / seat 15+ seats · $24 / seat 30+ · talk to us

  • Every seat gets everything in Individual
  • Swap seats in and out anytime
  • One invoice per quarter for the whole firm
  • Volume rate drops at 15 seats
Start firm plan

30-day money-back guarantee

More than 30 accountants? Talk to us about an enterprise plan.

See how AutomationTown fits your firm.

Weekly live drop-ins. A cohort every month. A community of curious practitioners who help each other. Cancel anytime. 30-day money-back guarantee.

Claude Cohort 2 starts May 6th. Included with membership.

Contact Chad

Send a note and he will reply to your email.