Numbers·Partial·Claude Code
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.
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.
Overview
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.
A prompt to start from
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.Written by Agentic Feats from the source. Not the author's exact prompt.
Sources 1
History
- Source published
- 2026-06-25
- Added to Agentic Feats
- 2026-10-13
- Pick
- No
- Markdown copy
- /c/monthly-bookkeeping-reconciliation-claude-code.md
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