--- title: "AI agents for finance: 13 real examples" canonical: "https://agenticfeats.com/roles/finance/" receipts: 13 shown: 7 page: 1 pages: 1 --- > From Agentic Feats: sourced examples of AI agents at work. Map of the site for agents: https://agenticfeats.com/llms.txt # AI agents for finance: 13 real examples Agentic Feats lists 13 sourced examples of AI agents in finance work; 7 link the artifact; most common agent: Claude Code (7). Newest first. ## Feats, newest first - [S-Corp taxes with two agents](https://agenticfeats.com/c/s-corp-taxes-with-two-agents-claude-code.md) (Claude Code, Codex; Claim; 2026-10-13): Claude Code wrote Python scripts that compute the author's S-Corp tax forms from QuickBooks and bank data, while Codex reviewed the code. Result: Codex caught real errors, including a wrong Schedule L field mapping, and the author found their own 2025 mistakes. - [German VAT filing](https://agenticfeats.com/c/german-vat-filing-claude-cowork.md) (Claude Cowork, Claude in Chrome; Shown; 2026-10-13): Claude Cowork prepared quarterly accounts from invoice PDFs, then Claude in Chrome filled and submitted the German VAT forms in Elster. Result: The author's overdue Q3 2025 German VAT statements were filed in one day, with a recorded video of the submission. - [Invoice processing app on Replit](https://agenticfeats.com/c/invoice-processing-app-on-replit-replit-agent.md) (Replit Agent; Shown; 2026-10-13): The author built Documind, an invoice platform, on Replit by prompting Claude, with extraction, anomaly detection, workflows, and plain-English queries. Result: Documind extracts invoice data in under four seconds; a 130-invoice demo caught four anomalies, including an $875 duplicate and a 60% vendor price increase. - [Tax organizer and return review](https://agenticfeats.com/c/tax-organizer-and-return-review-claude-in-chrome.md) (Claude Code, Claude in Chrome; Shown; 2026-10-13): Claude in Chrome and Claude Code filled a web-only tax organizer, then Claude Code reviewed last year's return for errors. Result: The organizer was filled in with no errors found on review, and Claude flagged a missed brand-acquisition depreciation deduction the CPA had not filed for. - [Bookkeeping and tax prep](https://agenticfeats.com/c/bookkeeping-and-tax-prep-claude-cowork.md) (Claude Cowork; Numbers; 2026-10-13): Claude Cowork organized the author's tax documents, built a bookkeeping spreadsheet, and prepared a tax summary and an accountant briefing. Result: The author says it saved 6-8 hours and produced the most organized package they had given their accountant, including a discrepancy checklist. - [Invoice PDFs to spreadsheet](https://agenticfeats.com/c/invoice-pdfs-to-spreadsheet-claude-code.md) (Claude Code; Numbers; 2026-10-13): Claude Code scanned 200 mixed-format PDF invoices, extracted client, amount, currency and date, renamed and sorted the files, and exported a summary spreadsheet. Result: The author says 200 invoices were processed in four minutes with zero errors, replacing a Friday afternoon and a $300 Upwork job. - [Adyen equity research in Cowork](https://agenticfeats.com/c/adyen-equity-research-in-cowork-claude-cowork.md) (Claude Cowork; Shown; 2026-10-13): Claude Cowork pulled Adyen filings and data, built an Excel model, ran a DCF, wrote an investment memo, and set up a weekly update task. Result: A full equity research workflow on Adyen, from data pull to investment memo, was done in under 15 minutes using prompts only. - [SaaS accounting automation](https://agenticfeats.com/c/saas-accounting-automation-hermes-agent.md) (Hermes Agent; Numbers; 2026-10-13): Hermes Agent, connected to Zoho Books, Gmail, Aspire Bank, Stripe and Telegram, ran bookkeeping for the author's Singapore SaaS company. Result: Setup took about 6 to 8 hours of active work and cut routine month-end bookkeeping by an estimated 85 to 90 percent. - [Monthly bookkeeping reconciliation](https://agenticfeats.com/c/monthly-bookkeeping-reconciliation-claude-code.md) (Claude Code; Numbers; 2026-10-13): 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. - [Claude-assisted stock portfolio](https://agenticfeats.com/c/claude-assisted-stock-portfolio-claude-code.md) (Claude Code; Shown; 2026-10-13): A Claude Code agent on Opus 4.6 researched positions for a $50,000 real-money account under human-set risk rules, aiming to beat the S&P 500. Result: The operator reports +19.04% versus +12.24% for the S&P 500 from March 3 to August 4, 2026, with $27 million copying the trades. - [QuickBooks vendor invoice automation](https://agenticfeats.com/c/quickbooks-vendor-invoice-automation-claude-code.md) (Claude Code; Shown; 2026-10-13): Claude Code upgraded the author's existing QuickBooks Online integration to attach original PDFs, self-update the item list, clean up files, and skip duplicate invoices. Result: A test run processed 40 PDFs, created the QuickBooks records, attached the PDFs, and cleaned up automatically, cutting hours to minutes. - [AI bookkeeping for Swedish companies](https://agenticfeats.com/c/ai-bookkeeping-for-swedish-companies-claude-code.md) (Claude Code, Codex; Numbers; 2026-10-13): Claude Code and Codex kept the books for several Swedish limited companies over ten weeks, handling receipts, VAT, bank matching and posting. Result: About 1,570 entries posted in Claude Code alone, and Codex caught a VAT return error days before filing. - [Multi-agent stock analysis pipeline](https://agenticfeats.com/c/multi-agent-stock-analysis-pipeline-cursor.md) (ChatGPT agent, Cursor, Custom agent; Shown; 2026-10-13): The author built a LangGraph system where valuation, sentiment and fundamental agents plus a coordinator rate four stocks and backtest the resulting portfolio. Result: A working pipeline that outputs picks, performance metrics and a chart, with a 63-day backtest against an equal-weight benchmark and a test suite.