Match a tax-prep checklist against a receipts folder with Claude Cowork
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- How we verify
Evidence: Described by posterThe person describes what happened in words, without screenshots or video.
Outcome
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
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: Match my tax checklist spreadsheet against the receipts in my folder, so I know what's ready for my accountant and what's missing. Quick check first: Which tax year is this for? What I need from you: - The spreadsheet where you track what to send your accountant - The folder where you drop your receipts Rules: - Go through each line in the spreadsheet and find the matching receipt. - Mark which items have a receipt and which are missing. - If you're not sure a receipt matches, flag it and ask me. - Don't delete or rename files without asking. Output: The spreadsheet updated with a match for each item, plus a list of missing receipts. If any of this is unclear, tell me what you have and I'll help fill the gaps. You'll know it worked when: you can see at a glance what's ready to send and what you still need to find.
Source
https://x.com/bharat/status/2034068158123020569
By Bharat Mediratta (@bharat) · Published Mar 18, 2026 · Added Oct 16, 2026 · Last verified Oct 16, 2026
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