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Go through open items across several companies with Claude

Magnus Byrkjeflot, founder of the Norwegian accounting service Snapbooks, gave Claude one message: "Check the books. Is there anything I need to do?" After 5 minutes the agent had gone through open items in 5 companies, fetched receipts and sent emails where it needed more information.

Done with ClaudeModerate

This is a public report, not advice from Skatteetaten, NAV, Altinn or an accountant. Check figures, deadlines and decisions against the original.

What was done

Magnus Byrkjeflot, founder of the Norwegian accounting service Snapbooks, gave Claude one message: "Check the books. Is there anything I need to do?" After 5 minutes the agent had gone through open items in 5 companies, fetched receipts and sent emails where it needed more information. The screenshot shows it posting an entry through the Snapbooks connector, but he builds the tool himself, and the project is called "Accounting and test data". Check the original.

How to do it

  1. Paste the prompt into the tool, and replace the text in brackets with your own.
  2. Read the answer through. Do not send, delete or publish anything until you have seen it yourself.
  3. Check the original before you trust a figure, a name or a date.

Try it with Claude

Go through the books for [company or list of companies] in [accounting system]. List open items, missing receipts and bank transactions that are not reconciled, with amount and date. For each item, suggest what needs to be done and who needs to answer. Draft emails where you need more information. Show me every suggestion and draft before anything is posted or sent. You are done when every open item has a suggestion or a question.

Replace text in brackets with your own.

Done when. Every open item has a suggestion or a question.

Read the original

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