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The accountant agent

Every expense invoice your accountant is still missing, found in minutes.

What you will build

Claude reads every file in your downloads and every invoice in your inbox, matches them against what your accountant already has, and tells you exactly what is missing, with a total. Then it saves the whole check as a skill you run once a month with one line.

2 steps · about 25 min

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Preview step 1

Who this is for

Owners who send their accountant invoices every month or two and are never sure they got them all.

What you need

A computer, a paid Claude plan and the email and calendar you use for work. Plan on about 25 min for all 2 steps.

Never used Claude? Set up in 10 minutes

The steps

  1. 1

    Find the invoices you forgot to send.

    Every other month, hours of sending your accountant every invoice. And you are never sure you got them all.

    15 min

  2. 2

    The receipts still sitting in your inbox.

    The invoices that get lost were never on your computer. They came by email and nobody downloaded them.

    12 min

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