Claude Cowork: Bookkeeping, receipts & invoices

Have Claude Cowork prepare late-invoice reminder drafts every Monday night, with a report of who owes what

Michel, in San Diego, works in a tight-margin business with basic back-office software, and sending late-invoice reminders was repetitive manual work. Claude Cowork walked them through setting up an agent that logs in every Monday night, checks overdue accounts receivable and matches customer names against a Google Sheet of contacts. Using Michel's email template, it adds the contact name, invoice number, amount and due date, puts the emails in the Drafts folder and sends Michel a report of which customers were included, what each owes and the totals. Michel reviews the drafts and sends them, saving about an hour every Monday night.

Do a small business's quarterly BAS books from bank, Stripe, PayPal and Wise statements with Claude Cowork

Sridhar Katakam used Claude Cowork to go through the statements and transactions from several bank accounts, Stripe, PayPal and Wise and prepare business expense and income spreadsheets. Their accountant reviewed them and said they were good enough that Katakam no longer needed the accountant's services for BAS and could file it themselves, a saving of about $530 AUD per quarter. The accountant also suggested having Claude do the same for the whole year, and said the fee for filing the income tax return would come down.

Turn a box of 63 crumpled receipts into a QuickBooks batch-upload sheet with Claude Cowork

John Fong had a box of receipts that had sat on their desk for 1.5 years, some crumpled, some with faded ink, and some restaurant meals split across two receipts with the tip on its own. They started a Claude Cowork project called AP Agent, photographed 63 receipts into a folder and asked for an Excel sheet they could batch upload to QuickBooks. They took a shower and 8 minutes later came back to a completed file with every receipt allocated to an account and amount. It flagged 3 receipts it had only partly read, asking them to check those, and 3 that weren't valid expenses under CRA (Canada Revenue Agency) rules.

Split, rename and sort about 200 scanned invoices with Claude Cowork

After the poster scanned almost 200 invoices, Claude Cowork split them out, renamed them, sorted them into folders and created a summary Excel file.

Match a tax-prep checklist against a receipts folder with Claude Cowork

The poster says matching a spreadsheet of items for their accountant against a folder of receipts usually took 4–6 hours, and that with Claude Cowork it took about an hour.

Poster says:4–6 hour job done in about an hour

Turn six months of receipts into a categorized spreadsheet with Claude Cowork

Pointed at a folder, Claude Cowork organized 6 months of receipts into a categorized spreadsheet with monthly breakdowns.

Enter retail-arbitrage receipts into a spreadsheet with Claude Cowork

Claude Cowork weekly processes a folder of RA receipts into a spreadsheet with buy cost, store and item; the poster still double-checks but says admin time is way down.