Business and Sales · Newsletter · 🌐 International · via agentusecases.ai
A consultant with 25 years in finance lets Claude clean up his own company's overdue bookkeeping in one afternoon
Glenn Hopper gave Claude Cowork access to QuickBooks through the browser and used Claude for Excel to separate business expenses mixed into his personal cards.
- Profession
- Entrepreneur, Accountant
- Tools
- Claude Cowork, Claude para Excel, QuickBooks
- Country
- 🌐 International
- Found via
- agentusecases.ai (Alex Finn) ↗
- Report date
- February 6, 2026
- Verified on
- November 4, 2026
See more: AI for entrepreneurs · AI for accountants
What they did
Hopper runs a one person company for speaking, training, books and consulting that grew into his main income, but the bookkeeping fell behind: cards with personal and business expenses mixed together, wrong entries and all revenue in a single account. He gave Claude Cowork control of a browser already signed in to QuickBooks Online. The agent reviewed the chart of accounts, created new revenue, cost and expense accounts and reclassified the year's entries. He then exported 12 months of transactions from both cards as CSV, gave the agent the dates of his work trips, his training events and the business subscriptions he paid out of pocket, and asked it to separate the business expenses. In Excel, Claude for Excel assigned each transaction to the new chart of accounts, built one entry per quarter against the owner distributions account and, in the end, the agent itself posted those entries in QuickBooks.
How it went
According to the author, cleaning up the chart of accounts took less than an hour and left a working cash basis profit and loss statement. The whole job, which he had been putting off for six weeks, was done in one afternoon, without handing the material to his bookkeeper. He says he reviewed every step and that separating the expenses took a lot of context in the request.
Good to know
This is the account of someone who has worked in finance for 25 years and knew how to check the result. He chose not to use third party QuickBooks connectors because he had no time to assess their security, and some tasks, like the contractor payment forms, the software already handled without AI.
The prompt
I have a [type of business] company and its expenses are mixed with my personal ones on the [card name] card. Here is the year's statement as CSV [attach] and the context to separate them: work trips on [dates and cities], company courses and events [list] and subscriptions I pay for the company [list]. Mark each transaction as business, personal or unsure, explain the reason in one line and assign the business ones to this chart of accounts [paste the chart]. Don't invent new categories: anything that doesn't fit, leave as unsure for me to review.
Replace what is in [brackets]. Prompt written by us from the account, not a literal copy of the source. Do not paste other people’s personal data (privacy laws such as LGPD and GDPR apply).
Summary in our own words. Results as stated in the original account; we have not tested or audited them. Read the source ↗ Case found via agentusecases.ai (Alex Finn); text and prompt rewritten by us. Found a mistake?
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