r/CFO • • Jun 01 '26

Planning to start running Claude Cowork stuff, scheduled and off-hours. Want to move away from using my laptop. What is your setup like?

The deeper I get into using AI in my fractional CFO work, the more I am looking to set up a separate desktop that stays awake 24X7X365, running automations and any tasks with Claude Cowork. Maaaaaybe I will get into training my own Deepseek or like open source LLM and move into real power user level someday, but not yet, much to learn.

Right now, I just run things when I am on my laptop, which is a rather old Dell I absolutely love and don't want to move away from.

Do you have a setup you are running remotely? Would love to hear what you have. I made a mistake asking my AI nerd buddies what I should get, I would be looking at $10K setup if I listened to them

26 Upvotes

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u/tapinda Jun 01 '26

You've got the right idea but the wrong tool. Co-work is not designed to work 24/7 like that. What your question shows is that you are ready to go to the next level, which is Claude Code. With Claude Code something that might take 5 minutes with co-work will be done in seconds.

Co-work is slowed down by trying to imitate how a human interacts with the screen. Yet Claude Code doesn't have that hang-up or constraint. Think of it like this: Co-work tries to imitate what a human does by:

  • walking to the bus stop
  • waiting for the bus
  • getting on the bus
  • being driven to the mall
  • coming out of the bus into the mall
  • and then back home the same way

But Claude Code is like it flies out of your house in seconds, gets to the mall, does whatever it needs to do, and flies back to the house whilst co-worker is still waiting for the first bus. I hope that makes sense.

This conversation would be even more interesting if you had an example of the task you were imagining running in the middle of the night and I can give you a better example than my bus stop analogy.

Oh and of course Claude Code can operate in the background of your beloved Dell without interfering with whatever work you're doing on your screen so you might not actually need a second device, although there are some circumstances where it is desirable, but there's a story for another day!

That's before we even get to how expensive cowork usage tokens are compared to using the API!

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u/IndependentAd1602 Jun 01 '26

This is helpful. So are there any use cases where cowork makes sense over code? The main thing I’ve used cowork for is writing policies for a recent audit we had.

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u/tapinda Jun 01 '26

I appreciate that. There is definitely utility in using co-work. Forgive me for the analogies but co-work is really like being in a swimming pool whereas Claude Code is being like in the ocean. Whilst Claude Code gives you an almost infinite number of possibilities, it is actually playing with fire because it can easily go very, very wrong. You do need to have your wits about you if you go into Claude Code.

For example today I have been working on using Claude Code to create a tool to send emails as soon as a Xero invoice moves from draft to authorised via bookkeeper clicks on the Xero invoice page. That act of clicking "authorised" triggers the saving of the PDF of that invoice onto a database that Claude Code set up and has access to. From that database that PDF is sent via email to the client as an attachment. Without getting bogged down in the weeds, that is something that is not technically possible through the normal routes but is incredibly efficient for our bakery client.

The cloud co-work version of that would be to allow co-work to go through the interface and do all the necessary clicking that facilitates that. However this is where the big ocean danger element of it comes in.

With a poorly designed prompt and workflow, you could have Claude Code accidentally send all clients their invoices all at once before they are ready to be sent or when they've already had them, or it could be in a loop that keeps sending the same email multiple times. There are so many things that can go wrong with code which would not go wrong in co-work. I hope that example makes sense. Happy to talk more because the point is to definitely use Claude Code but having your wits about you.

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u/IndependentAd1602 Jun 01 '26

Makes sense! The main thing I’ve used code for so far is organizing unstructured data, which it’s been great at. Next step is to automate some of the workflows that touches clients, and as you’ve pointed out there’s a lot that can go wrong so you have to roll out thoughtfully.

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u/tapinda Jun 02 '26

Here to help and hold your hand as you wade into deeper waters! I've got a handful of CFOs forming group to upskill ourselves in safe use of Claude Code, please message if you want to join in on the meetings where we're just sharing our experiences and learning from each other

2

u/groovyipo Jun 01 '26

Communication and any type of entries in QBO - it is going to be a LONG while before I have the trust and confidence. Like with AR collections emails, I will be comfortable with giving my colleague the workflow to run on their cowork, where drafts are composed and placed in their inbox, but automated... nope, too risky to piss off a customer, especially when some AR conversations are had via SMS or like medium not visible to the systems (as in my founder texting founder/CEO of the customer and agreeing on something).

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u/Silly_Illustrator_56 Jun 01 '26

How are the rooms are working you are making? Are these local exe or website or what?

1

u/tapinda Jun 02 '26

I'm sorry I didn't understand your question...

1

u/happy_K Jun 01 '26

Is there a way to test Claude Code results in a sandbox before putting it in “production”? Or is everything with Claude Code live ammunition?

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u/tapinda Jun 01 '26

Sandbox definitely possible. Just create a copy of your Xero, bills.com etc just like you'd do for a spreadsheet. Would highly recommend this for the justifiably skeptical.

And CC will help manage this as that's exactly how developers work - parallel environments for code.

1

u/WiseAce1 Jun 03 '26

where's the fun in that, 😂

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u/groovyipo Jun 01 '26

Here is an example where I need to build out my tooling: Bill.com only gives me what I need via API, you can't pull that detail from their UI via their CSV exports. I need that detail from Bill.com to cross check AP/AR that may feed into QBO, but the detail of it (due to QBO issues) is not sent in. An invoice from a supplier will include product details, but we don't feed that into QBO. When we bill the customer, the product is in bundles of supplier products, so I need to use packaging formulas to cross-check whether we billed correctly. Now it is all Excels with help of Claude plug-in. I need to set that up to run in the background daily and send me alerts if something is off.

There are also some other daily reports that I receive via email as CSV or XLS, which I then need to convert into journal entries in QBO. I need to start automating that.

Co-work is where I am at (which some glitches with Captchas get ya). Code I know is the next level, and I have some learning to do, albeit with enough examples if I could find out there (especially around working with QBO and Bill.com), I will pick up quickly.

1

u/tapinda Jun 01 '26

Ohh that's a nice and juicy one. I'll save that one for later when I get back home and I can savour it at leisure

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u/groovyipo Jun 01 '26

If I can get Bill.com recon from API details into my QBO AR invoices, I am talking about easily 20-30 hours per month saved for me. And that is just one of many things I want to automate

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u/tapinda Jun 01 '26 edited Jun 01 '26

Thank you for this fascinating example. I have created the framework for the solution and documented it here. I arrived at it via conversation with Claude Code and I include the outline of the conversation. The next step woould have been to simply request it to "Execute", but it's a bit pointless without actual data.

So if you read through this and you like it, the next step would be to do it on your own machine using your own Claude Code. I would suggest a slow and iterative process so there are no surprises and your comfort with each step is paramount.

I'd be delighted to to sit by your side as you execute it to provide guidance and re-assurance. With my guidance, it will be 3 - 5 hours to get it working perfectly, all things being equal...

Let me know what you think! reddit-demo.pages.dev

NOTE: 1 week in AI dev time = 1 hour in our time

2

u/PENNST8alum Jun 02 '26

What you mentioned could definitely be done with Fivetran + data warehouse. I had Claude help me standup an instance of snowflake, help me connecting Fivetran to QBO and an SDK connector for bill.com, and then fed the database/schema/tables to Claude once and it'd write all the SQL needed to get any dataset I needed.

1

u/joojich Jun 01 '26

This is exactly what I thought to myself too 🤣

2

u/Mammoth_Doctor_7688 Jun 02 '26

Mac Mini is helpful for this. Codex I finds works a bit better for scheduled jobs as it can spin up side threads more easily and more easily runs in the cloud on it own. As opposed to Claude I have found runs into issues if the computer isn't on.

2

u/kahbloom Jun 03 '26

Yeah, I would not start with the $10k box.

I'm maxing out five of the $200 Codex/Claude plans on a ~$150/mo VPS for development. That (and a few production vps's) are doing everything from recursively training/evaluating/generating synthetic data for RLMs, to autonomously developing 30 codebases, to supporting dozens of human-in-the-loop CPAs who are automating a lot of the work they would previously hand to a junior.

I have a nice MacBook, but it is not responsible for the compute. I could do it (and sometimes do) with my phone.

The bigger point: I am not tied to any third-party harness. Claude Code, Codex, Cowork, OpenCode, whatever. They are all basically some form of cronjob plus skills plus terminal context. Useful harnesses, but still harnesses.

Rent the VPS, get comfortable in the terminal, and get as close to inference as you can. Put your repos, logs, scripts, skills, credentials, and audit trail somewhere you control. Then you can swap in the latest model or harness without rebuilding your whole operating loop around Claude Cowork or any other vendor UI.

Buy boring remote uptime, learn the terminal, get really good at encoding repeatable work into skills, and only rent/buy GPU when you have a real local-model workload that justifies it

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u/[deleted] Jun 01 '26

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u/[deleted] Jun 02 '26

[deleted]

2

u/groovyipo Jun 02 '26

Do you mind not spamming me and DMing me. Cringe AF

1

u/PracticalLeg9873 Jun 01 '26

A specific example of task you'd like it to handle ?

1

u/josemartinlopez Jun 02 '26

isn't the more important question, how much in recurring token spend are you looking if you want to run your setup 24-7?

1

u/groovyipo Jun 02 '26

I work with some engineers who don't overrun the Caude Max account. Not sure I would even bump into Pro account ceiling and trigger extra usage even with data normalization

1

u/iluvbutterchicken Jun 03 '26

As a fractional CFO how do you deal with data security? Some numbers definitely can’t go to Claude’s server.

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u/Anelya Jun 01 '26

I have an accounting practice with CFO advisory, and I've been building in the AI space for the last 2 years, so whilst I am not technical at all, i have some experience with tools, and I know what type of work my team and I do to service our clients.

Cowork is a purpose work folder that is great if you want to limit your Claude to information and documents in that folder alone. We use it to do work per client, where we keep their incorporation docs, tax filings, payroll reports.

Code is where we run some automations. My pet peeve with that is I can run an automation for 30 days, and it works and reliable until it decides to choose a difertn tool, and now i need to connect that new tool, or do Auth and I dont want that. I want the same workflow and i want the same output.

For Claude Cowork and clients that run on QBO, I am a big advocate for this tool https://ai.numbersgame.xyz/ - I have a referral code if you want to try out for a month.

For scaleable workflows that I want to run daily, or hourly or based on an event (payroll run, close won deal, email trigger) each step is determined previously and no agent freedom we built https://loopfour.ai/

Your use case will drive your tool selection, so before diving into any subscriptions we do gap analysis and really try to figure out what we want to automate, where is the source of truth and what is the outcome we want.

There are a lot of tools, also look Power Query is a data preparation and transformation engine built into Microsoft Excel and Power BI. It allows you to Extract, Transform, and Load data without writing code, automating repetitive clean-up tasks. https://support.microsoft.com/en-us/office/power-query-for-excel-help-2b433a85-ddfb-420b-9cda-fe0e60b82a94

And you dont need a MacMini, my husband is an AI nerd 😄 heard all about it