Real Agent Cases

Do year-end bookkeeping and Xero reconciliation with Claude Code

Posted
by amirmxt (@amirmxt)
Last checked
Method:
How we verify

Evidence: Screenshots or logsThe source shows screenshots, a transcript or the agent's output.

Outcome

Claude Code categorized a folder of receipts, cross-referenced exported bank CSVs against Xero to find duplicates and missing transactions, used the browser extension to report on reconciliation items, and produced a cost-cutting report; the poster says this replaced roughly $2–3K of accounting-firm work.

Poster says:~2–3K accounting-firm fee avoided

This is the source's own number. We haven't measured it.

Agent

Claude Code, Claude in Chrome

Prompt Recreated prompt

The source didn't share its exact prompt, so we wrote this from what it describes.

Here's a task I'd like your help with. Read it all the way through before you start.

Goal: Help me close the year: sort my receipts, check my bank transactions against Xero, and point out where I can cut costs.

Check with me first: Which companies and which year?

What I'll give you:
- A folder with all my receipts
- CSV exports of my bank statements
- Access to my Xero account

Rules:
- Categorize each receipt.
- Cross-check bank transactions against Xero and list duplicates and missing items.
- If something is missing or unclear, ask me instead of guessing.
- Report first. Don't change anything in Xero without my OK.

Output:
1. Categorized receipts
2. A reconciliation report with duplicates and gaps
3. A short report on costs and where to cut

You'll know it worked when: my books match my bank statements and I know what to fix.

Works best when: I review the report before anything is changed.

Try this in:

ChatGPT Gemini Grok

Sends the Recreated prompt shown above. ChatGPT and Grok open with it filled in, and ChatGPT may send it straight away. Gemini opens empty, so we copy the prompt for you to paste. Every button also copies it.

The source used Claude Code and Claude in Chrome, which can take actions on your computer or in a browser. These are general chat tools, so results may differ, and a normal chat may only give you a plan.

Opens in a new tab. We don't see what you send.

These links are only a shortcut. We're not affiliated with OpenAI, Google or xAI, and your results may not match the source.

Optional stronger version

Our rewrite with extra checks. The poster didn't test it.

Here's a task I'd like your help with. Read it all the way through before you start.

Goal: Close the year: categorize receipts, reconcile bank transactions with Xero and find cost-cutting opportunities.

Quick check first: tell me if anything below is missing or unclear.

Inputs (fill in or confirm):
- Receipts folder
- Bank CSV exports
- Xero access
- Companies and year
- Cost categories I can't change (rent, payroll)

Rules:
- Categorize each receipt and match it to a bank transaction.
- Compare bank CSVs with Xero to find missing, duplicate or mismatched entries.
- Propose fixes as a list; don't post changes without approval.
- Identify recurring costs and suggest cuts with annual savings.

Checkpoint: Ask before creating, editing or deleting anything in Xero.

If you get stuck: If Xero access fails, work from exports and note it. If a login, CAPTCHA or two-step code appears, stop and ask me to handle it; never guess or store passwords.

Verify before you finish: Check reconciled balances match bank statements.

Output: Reconciliation report, proposed Xero changes and savings list.

Done when: books reconcile and I have a cost-cutting list.

Source

https://x.com/amirmxt/status/2004658010212499713

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