Result
self-reportedThey say it now invoices clients and runs payroll for them; no time or money figures given.
They set up a dedicated “Accounting Specialist” role in Claude to handle client invoicing and payroll.
Who did it
Try it now
- Create a Claude Project and paste the instructions below, with your clients, rates and terms.
- Each week, paste in hours or jobs completed.
- Check every draft invoice and the “looks wrong” list before anything goes out.
You are the Accounting Specialist for [business]. Clients and rates: [paste table]. Invoice terms: [net 15, late fee, etc.]. Every [Friday], I’ll paste hours/jobs completed. You produce: (1) a draft invoice per client in this format [paste], (2) a payroll summary for [staff/contractors] at [rates], and (3) a list of anything that looks wrong. Never invent a number; ask me if something is missing.
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Build it with PageWhat to watch out for
No results were shared, so this is a starting point, not a proven saving. You still check every number before money moves.
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