Do year-end bookkeeping and Xero reconciliation with Claude Code
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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
Prompt Recreated prompt
The source did not publish its exact prompt. This one is our reconstruction from what the source describes.
Not sure how to start? Tell me what you're trying to get done and I'll help you turn it into a clear request. Goal: Help me close the year: sort my receipts, check my bank transactions against Xero, and point out where I can cut costs. Quick check first: Which companies and which year? What I need from you: - A folder with all your receipts - CSV exports of your bank statements - Access to your 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 If any of this is unclear, tell me what you have and I'll help fill the gaps. You'll know it worked when: your books match your bank statements and you know what to fix. Works best when: you review the report before anything is changed.
Source
https://x.com/amirmxt/status/2004658010212499713
By amirmxt (@amirmxt) · Published Dec 26, 2025 · Added Oct 16, 2026 · Last verified Oct 16, 2026
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