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Collect invoices for approval by manager with Claude

Leif Andreassen, CFO of Noteless, connected Claude to the accounting system through MCP. Two days before the payment run, every manager gets one email with the invoices they need to approve.

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

Leif Andreassen, CFO of Noteless, connected Claude to the accounting system through MCP. Two days before the payment run, every manager gets one email with the invoices they need to approve. The Thursday payment run now takes about 5 minutes instead of 60, and at least 3 of those go to logging in with BankID. He also gets alerts before reminders go out, but the setup relies on data infrastructure the company already had. 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

Here is the list of open supplier invoices from [accounting system] with amount, supplier and responsible manager. Group them by manager and write one short email draft to each, listing the invoices to approve by [date] and what each one is for. Include only the fields needed for approval. Show me all drafts before anything is sent. You are done when every invoice sits with one manager, and those without an owner are listed separately.

Replace text in brackets with your own.

Done when. Every invoice sits with one manager, and those without an owner are listed separately.

Read the original

Økonomi24 ·

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