Reconcile bank statements with invoices
Cowork cleaned vendor names, categorized expenses, matched invoices to transactions, flagged missing ones, built an Excel file and renamed invoice files.
Done withClaude Cowork
- What they did
- The author put her monthly bank statement and a few invoices into one folder and gave Cowork a single prompt. It was to analyze the statement, clean vendor names, categorize expenses, match invoices to transactions, flag missing ones, produce a formatted Excel file, and rename the invoice files consistently.
- How it went
- It extracted everything correctly, renamed the invoices cleanly, and marked every transaction with no invoice provided. The author says it saves her a full afternoon each month. She tested only a few invoices.
- Worth knowing
- She kept the test small and could not show a video for privacy reasons. Start with a non-sensitive folder, since Cowork reads your local files directly.
Try it yourself with Claude Cowork
I have a bank statement export at [file path] and a folder of invoices at [folder path]. Clean up the vendor names, categorize each expense, and match every invoice to its transaction. Build an Excel file showing matched items, transactions with no invoice, and invoices with no transaction. Before renaming any invoice files, show me the proposed new names and wait for my approval.
Source: aiblewmymind.substack.com · Undated
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