---
title: "Monthly bookkeeping reconciliation"
canonical: "https://agenticfeats.com/c/monthly-bookkeeping-reconciliation-claude-code/"
agents: ["Claude Code"]
evidence_grade: "B"
outcome: "partial"
job_type: "Finance and Admin"
roles: ["Finance", "Founder or owner"]
source_url: "https://dev.to/kenimo49/i-let-claude-code-run-a-month-of-my-business-books-it-reconciled-200-transactions-and-513d"
source_date: "2026-06-25"
published: "2026-10-13"
updated: "2026-10-13"
---

> From Agentic Feats: sourced examples of AI agents at work. Map of the site for agents: https://agenticfeats.com/llms.txt

# Monthly bookkeeping reconciliation

Claude Code built a bookkeeping pipeline that pulled a month of transactions over MCP, matched receipts, drafted categories, and flagged uncertain rows.

Result: It reconciled 200 transactions with 11 miscategorized, a 94.5% hit rate; the author's review covered only the 18 flagged rows plus spot-checks.

## How it was set up

Claude Code connected to an accounting platform over MCP. It wrote a pipeline that matches bank rows to receipts by amount and date, proposes categories with reasons, and flags doubt.

## Worth knowing

All 11 errors were judgment calls: personal versus business use, local tax rules, and a split payment. Tax-relevant categories still need human sign-off.

## Prompt

```text
Build a re-runnable bookkeeping pipeline, not a one-off answer. Pull this month's transactions from [accounting platform], match each bank row to a receipt by amount and date, propose a category with a one-line reason, and flag uncertain rows instead of guessing.
```

## Evidence note

Author states counts and error breakdown; no repo or output shown

## Sources

- Original: https://dev.to/kenimo49/i-let-claude-code-run-a-month-of-my-business-books-it-reconciled-200-transactions-and-513d

## The receipt

- Agent: Claude Code
- Evidence: Numbers (grade B, a specific number stated)
- Outcome: Partial
- Job type: Finance and Admin
- Roles: Finance, Founder or owner
- Source: Blog
- Published: 2026-06-25
- Added: 2026-10-13