Personal Finance · Blog · 🇺🇸 United States · via agentusecases.ai
A former tax preparer tests Claude on his own return
Ex-PwC Geoffrey Doempke let Claude classify documents and extract numbers into files he could check.
- Profession
- Accountant
- Tools
- Claude
- Source
- doempke.com ↗
- Country
- 🇺🇸 United States
- Found via
- agentusecases.ai (Alex Finn) ↗
- Report date
- no date
- Verified on
- October 25, 2026
What they did
He put income statements, brokerage statements and blank forms with instructions in a folder. Claude classified each document, extracted the numbers into inspectable text files, categorized bank statements (asking in ambiguous cases) and filled in the forms.
How it went
The account shows the workflow working, with the author checking the numbers.
Good to know
Asking for plain-text output that's easy to audit is the big tip.
The prompt
Classify the documents in [folder] (income statements, receipts, statements). For each one, extract the values into a table with the source and page. When something is ambiguous, ask instead of assuming.
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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