Reads the inbox and the bank feed, records what belongs in the books exactly as the documents say, asks when it is unsure, and reports once a day. For Zoho Books, QuickBooks Online, and AppFolio-based bookkeeping for property managers.
Claude reads every page of the PDF; each line is copied as printed — part number, description, quantity, price — freight as its own line, tax as the adjustment. The arithmetic is proven to the cent before a bill exists. Submitted for the owner's approval in the books.
Uber, Amazon, hotels, SaaS: the receipt becomes an expense with the receipt attached — after checking the books for an existing record, so nothing is booked twice. The card printed on the receipt decides the account.
Match first (bill payments, recorded expenses, customer payments), categorize only when a rule or your history is sure. New card charges wait two days for the receipt. Reserved lines are left to the owner.
When it cannot settle the vendor, account, amount or card, it emails the owner one short question — bundled once a day for card charges — and finishes the job exactly as answered. A reply like "Travel Expense, Delta card" is enough.
"Chase the supplier about the delayed part every 3 days until they confirm, then tell the owner." It watches the thread, judges every reply, chases politely, and closes the loop when the answer arrives.
"Anything with hotel, motel, inn or suites is Travel Expense." "Card 1006 is another company's — skip it." Said in chat or by email, applied at once to what is already waiting.
Receipts recorded, bank lines categorized and matched, bills entered, what is waiting on a person — one email a day. The health check finds duplicates, wrong accounts and missing receipts and files them as issues.
W-9, insurance certificates, exemption certificates, bank letters: uploaded once, attached automatically when a vendor or customer asks.
Each company profile has its own books, mailboxes, rules, people, look and logo. Property managers get AppFolio checks: delinquency, aged bills, renewals, deposits, reconciliations.
These are code, not settings.
Bills, expenses, bank feeds, purchase orders, contacts, documents. API or browser-connected mode.
Chart of accounts, vendors, customers, bills, expenses, receipts. The bank feed stays in QuickBooks.
Reads the accounting mailbox, saves replies to Drafts, sends only what the owner allowed.
Watched receipt folders per employee; recorded documents filed by year and month.
Reports API checks for property managers; browser mode for what the API does not show.
Anthropic's models as the judgment layer — with an API key, or your own Claude subscription.
Clerkloom