Claude to package quarterly accounting evidence

Remco Livain wanted a quarter's accounting records to arrive at his accountant without another hunt for missing receipts. His setup had been developed over months using Claude Code and Cowork. It accepted scanned letters, PDF documents, email receipts and photographs, classified them, and maintained a receipt register against bank and card transactions.

The final handoff followed the accountant's requested format: one PDF for each account and period. Each package contained a cover sheet and checklist, the official statement, and receipts in chronological order. Livain used prompts and scripts to sort, rename and stamp references so a transaction and its evidence could be connected. Missing evidence was flagged explicitly rather than disguised as a complete record.

He says the packaging took about 45 minutes and that this was his first quarter without a missing receipt. That result followed refinement of a recurring process, rather than an instant solution from a single prompt.

The accountant supplied the rules for business versus mixed-use cards and for the relevant payment and VAT treatment. Livain wrote those decisions into the workflow so the same choices did not have to be reconstructed every quarter. The concrete output was an organized evidence packet that matched the recipient's expectations.

Prompt
Suggested prompt (written by Agents In Use, not the author's)

Source: www.livain.com · Remco Livain