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Money, Bills & Benefits

Reconcile monthly business transactions

Claude Code pulled a month of transactions over MCP and matched bank rows to receipts, proposing categories; it reconciled 200 rows but miscategorized 11, caught in a manual audit.

Done withClaude Code

What they did
Rather than pasting a CSV into chat, the author had Claude Code build a re-runnable pipeline. It pulled the month's transactions from the accounting platform over MCP, matched bank rows to receipts by amount and date, drafted a category with a reason for each row, and flagged rows it was unsure about. The author reviewed the flagged rows and sampled the rest.
How it went
It reconciled 200 transactions and miscategorized 11 (94.5%). The errors were judgment calls: 5 on business intent, 4 on local tax rules, 2 on edge cases. Seven of the 11 were already in its flagged set of 18.
Worth knowing
Telling the agent never to guess silently turned a 200-row audit into an 18-row review plus a sample. Even so, four errors surfaced only in the spot-check.

Try it yourself with Claude Code

Reconcile my business transactions for [month] using [bank export/accounting tool] and the receipts in [folder]. Match each bank row to a receipt, propose a category from [my chart of accounts], and mark low-confidence matches separately. Don't post or change anything in my books. You're done when I have a table of matches and a list of items needing my review, so I can spot-check the categories.

Read the original ↗

Source: dev.to · Undated

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