Use Claude to Reconcile Accounts
We are using Forte through Ucollect with a temporary clearing account. We have a lot of transactions every day, so I created a script using Claude that I upload a CSV file from Forte into Claude, and it will tell me which transactions to check off and mark as reconciled. I then take a screenshot and send it back to Claude to confirm they match.
It would be great if Claude could have access through the API to automatically mark the transactions as reconciled. This is one of the biggest pain points in using Xero.
1
vote
Marc Beck
shared this idea
Hi Marc, appreciate you sharing this suggestion here. As this idea is related to a third party system (Claude), this will be best raised in our Xero Developers Idea page instead.
