Claude or ChatGPT for your firm? Honest answer.

Both are strong. At YBL, Claude does most of the firm's day to day work and holds our 200+ skills, and we also work with ChatGPT. For most accounting firms the bigger question isn't which model you pick. It's whether it's set up with your firm's context, built into skills for your repeat work, and actually used by your team.

By Mike Libbey, CEO of YBL

Why we lead with Claude

It's what we built our own firm on. Our skills, workflows and training are built around it, so that's where we can get your team furthest, fastest.

Why we work with ChatGPT too

Plenty of firms already pay for it, and some staff already rely on it. We don't make you throw that away. We set things up so the right tool does the right job.

What matters more than the pick

  • Accounts and permissions set up properly for the firm.
  • Your firm's context, templates and rules built in.
  • Skills for the jobs that repeat.
  • Training on your own files.
  • Someone inside the firm who owns it.

Common questions

How is this different from buying ChatGPT or Claude seats?

Seats give your team a blank box. We set it up with your firm's context, build skills for the work you repeat every week, and train your people on their own files so it actually gets used.

Can we use both?

Yes. We work with Claude and ChatGPT and set up whichever fits each job.

Want this set up in your firm?

Book a 20 minute call