Claude delivers a local HTML file: list your QuickBooks/Intuit workflows → an Automate / Automate-with-review / Keep-manual verdict per row, a prioritized switch-on list, and a one-line guardrail per feature you can export to a workpaper.
Claude (or Claude Code). No internet required — single local HTML file, runs offline; no client data leaves the machine, nothing is sent or stored.
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