How can AI be used to analyze a client's historical financial statements and draft advisory communications?

One member described a workflow for a semi-retired solo practice focused purely on advisory work (cash flow, equipment purchase decisions, retirement planning) rather than tax prep: they compile a client's monthly financials (from the client's own accountant/bookkeeper) going back 10 years, have Claude analyze the reports, prompt it with specific points they want to raise, ask what Claude sees in the data, and then have it draft the client email. Another member separately described using AI to compare a new client's prior-year return against a recreation of it to spot discrepancies, and to generate a checklist of what to request from the client for the following year.