Claude Cowork · Anthropic
Catch up on a year of overdue bookkeeping in one sitting
A consultancy owner who had not updated the books of a side business for about a year gave Claude Cowork his spreadsheet and bank statements and says it brought the records current in an hour.
What they did
He opened the Cowork tab in the Claude desktop app and dragged in the business's bookkeeping spreadsheet plus recent bank statements. He then asked it to reconcile the statements against the spreadsheet, update categories, add the missing expenses and flag anything without a receipt.
How it went
The poster says records last touched about a year earlier were up to date within an hour, and that the job would otherwise have meant paying a bookkeeper.
Worth knowing
The author runs an AI consultancy and the post is promotional. It shows no error check or accountant review of the output, so accuracy is unverified.
Try it with Claude Cowork
Here is my bookkeeping spreadsheet <your bookkeeping file> and bank statements for <date range>. Reconcile every bank line against the spreadsheet, add any missing transactions with a suggested category, and list lines you are unsure about separately. Flag every expense over <amount threshold> that has no receipt in <your receipts folder>. Save the result as a new file and leave the original untouched.
We wrote this prompt from the case. Replace the parts in angle brackets with your own details.
What this label means: User reports
Someone using it at work posted about it. Any numbers are theirs, so we write "the poster says".
Real cases of AI agents at work, from every major agent, each linked to where it was first reported. Rewritten in our own words, most with a prompt you can try. These are not Wize customers.