Guides

AI agents for accounting: the tools people actually use, with real cases

Which AI assistants and agents accountants, controllers and small businesses use for bookkeeping, reconciliations and the month-end close, ranked by the number of documented entries in this directory, with the accounting software they run on and the tutorials to replicate them.

45 entries, 27 of them real cases. Updated October 25, 2026.

AI tools, ranked by documented entries

How this page is built: it lists only entries already published in the directory and counts them automatically. A higher count means more documented entries here, not a better tool or a bigger market share.

1.ClaudeAnthropic · 16 entries
Anthropic’s AI assistant on web, desktop and mobile: chat, files, projects, connectors (MCP) and skills.
Price
Free plan · paid from $17/month (annual) or $20/month (prices checked on October 22, 2026)
Free plan
Yes
Used with: SAP, Microsoft Dynamics 365, Oracle NetSuite, Sage (Intacct, 50…), Odoo, Holded, a3 (Wolters Kluwer), QuickBooks (Intuit), Xero, hledger (Ledger), spltty
Examples
Prices and all entries →
2.Claude CodeAnthropic · 15 entries
Anthropic’s coding agent: it works from the terminal or the editor, reads files, runs commands and builds scripts and MCP servers. In finance it is used for reconciliations, ERP imports and internal tools.
Price
From $20/month (included in Claude Pro) (prices checked on October 22, 2026)
Free plan
No
Used with: Microsoft Dynamics 365, Odoo, Holded, QuickBooks (Intuit), Xero, Zoho Books, Beancount, spltty, Moneypit
Examples
Prices and all entries →
3.ChatGPTOpenAI · 7 entries
OpenAI’s AI assistant: chat, data analysis, custom GPTs, deep research, ChatGPT Work and extensions for Excel and Google Sheets.
Price
Free plan · paid from $8/month (prices checked on October 19, 2026)
Free plan
Yes
Used with: SAP, Microsoft Dynamics 365, Oracle NetSuite, Sage (Intacct, 50…), Odoo, Holded, a3 (Wolters Kluwer), QuickBooks (Intuit), Xero
Examples
Prices and all entries →
4.Claude CoworkAnthropic · 4 entries
Claude’s agent mode for longer tasks: it works on folders and files on your computer (or in the cloud) and hands back workpapers, spreadsheets and reports for review.
Price
From $20/month (included in Claude Pro) (prices checked on October 19, 2026)
Free plan
No
Used with: Oracle NetSuite, QuickBooks (Intuit), Xero, Zoho Books
Examples
Prices and all entries →
5.CodexOpenAI · 3 entries
OpenAI’s coding agent, in the desktop app, the terminal, the editor and the cloud. OpenAI’s own product-finance team uses it for its monthly compute-cost close.
Price
Limited free use · paid from $8/month (prices checked on October 19, 2026)
Free plan
Yes
Examples
Prices and all entries →
6.GeminiGoogle · 2 entries
Google’s AI assistant: the Gemini app, Gemini inside Gmail, Docs and Sheets, and the Gemini Enterprise editions for businesses. Pipedrive’s global controller used it to build his team’s month-end close app without knowing how to code.
Price
Free plan · paid from $4.99/month (prices checked on October 20, 2026)
Free plan
Yes
Used with: Oracle NetSuite, Xero
Examples
- Accounting Prose, a Xero-only US firm: ChatGPT, Claude and Gemini read client statements in Make, a controller signs off
- Pipedrive’s global controller had never coded; with Gemini he built the close app that replaced the team’s NetSuite close tool
Prices and all entries →
7.Microsoft 365 CopilotMicrosoft · 2 entries
Microsoft’s assistant inside Excel, Word, Outlook and Teams, with finance agents for reconciliations and analysis in Excel connected to Dynamics 365 and other ERPs.
Price
From $21 per user per month, paid yearly (add-on) (prices checked on October 19, 2026)
Free plan
No
Used with: Microsoft Dynamics 365, Oracle NetSuite, Sage (Intacct, 50…), Odoo, Holded, a3 (Wolters Kluwer), QuickBooks (Intuit), Xero
Examples
- Prompt: explain month-end outliers in the trial balance before management sees them, with the scoring done in code
- U.S. AutoForce saves more than 30 hours a month on reconciliations with Copilot for Finance
Prices and all entries →
8.n8nn8n · 2 entries
Workflow automation with AI nodes, agents and MCP. You can self-host it (Community Edition) or use n8n’s cloud, hosted in Frankfurt.
Price
Free to self-host · cloud from €20/month (annual) (prices checked on October 21, 2026)
Free plan
Yes
Used with: SAP, Microsoft Dynamics 365, Oracle NetSuite, Odoo
Examples
- Guide: moving from an AI assistant to a finance agent, with what it may read, draft and post and approval limits checked in code
- A tax and accounting advisory firm in Madrid automates invoice intake with n8n and ChatGPT
Prices and all entries →
9.Amazon Bedrock AgentCoreAmazon Web Services · 1 entry
AWS’s service to deploy and run your own agents: runtime, MCP tool gateway, memory, identity and observability. Rivian uses it for its SAP purchase-order accrual agent.
Price
Pay per use, no minimum fee (prices checked on October 19, 2026)
Free plan
No
Used with: SAP
Examples
- Rivian's SAP purchase-order accrual agent: accounting SOPs as instructions, parked entries and a human approver
Prices and all entries →
10.Claude DuetAnthropic · 1 entry
Anthropic’s proactive agent that you message from your phone or the web: it works on its own cloud computer with the connectors, skills and plugins of your Claude account, and asks for approval before it sends, pays, signs or deletes.
Price
Included in Claude Pro (from $20/month) and Max (prices checked on October 25, 2026)
Free plan
No
Used with: QuickBooks (Intuit), Xero, Zoho Books
Examples
- Claude Duet for small-business finance: invoices, bills and the close, and how to run its open skills in Claude Cowork or Claude Code
Prices and all entries →
11.Claude in ChromeAnthropic · 1 entry
Anthropic’s Google Chrome extension that lets Claude read pages, click, type and fill forms on signed-in websites, with manual or automatic approval modes, saved shortcuts and scheduled tasks.
Price
Included in Claude Pro (from $20/month) (prices checked on October 25, 2026)
Free plan
No
Used with: Xero
Examples
- Ethical CFO's Xero rescue jobs: a Claude Chrome extension codes years of bank lines, a bookkeeper approves every page
Prices and all entries →
12.MakeMake · 1 entry
Visual automation platform (scenarios built from modules) with thousands of app integrations, including Xero, plus OpenAI, Anthropic and Google modules and its own AI agents. Accounting Prose uses it to run each client’s statements through ChatGPT, Claude and Gemini before a controller reviews them.
Price
Price on request (prices checked on October 24, 2026)
Free plan
Yes
Used with: Xero
Examples
- Accounting Prose, a Xero-only US firm: ChatGPT, Claude and Gemini read client statements in Make, a controller signs off
Prices and all entries →
13.OpenCodeAnomaly (open-source project) · 1 entry
Open-source (MIT) coding agent for the terminal, desktop and editor that works with models from many providers (Claude, GPT, Gemini, local models…) and reads project instructions from AGENTS.md. Soapbox runs Sheila, its contractor-payments and bookkeeping agent, on it.
Price
Free (open source) · models extra; OpenCode Go from $10/month (prices checked on October 21, 2026)
Free plan
Yes
Examples
- Soapbox's Sheila: an open-source accounting agent built from small scripts and an AGENTS.md, running in OpenCode with Claude
Prices and all entries →
14.SAP JouleSAP · 1 entry
SAP’s AI assistant and its agents (Joule Agents and Joule Assistants) for close, collections, treasury and planning inside SAP.
Price
Joule Base included in SAP cloud subscriptions · agents paid in AI Units (prices checked on October 19, 2026)
Free plan
No
Used with: SAP
Examples
- SAP unveils Joule assistants for close, collections, treasury and planning
Prices and all entries →
15.SymphonyBusiness Core Solutions (BCS) · 1 entry
Business Core Solutions’ agent orchestration platform for SAP and other systems: rules, a conversational co-pilot and AI agents with approvals, audit trail and SAP authorisations. It runs DIANA, Village Roadshow’s duplicate-invoice agent, which ProxyN, a BCS company, sells.
Price
Price on request (prices checked on October 19, 2026)
Free plan
No
Used with: SAP
Examples
- Village Roadshow's duplicate-invoice agent in SAP: every supplier invoice screened before payment, people decide
Prices and all entries →

By accounting software and ERP

Real cases (27)

Use caseEvidence: First-hand experience
Ethical CFO's Xero rescue jobs: a Claude Chrome extension codes years of bank lines, a bookkeeper approves every page
Ethical CFO Services and Bookkeeping (founder: Moushumi Sikand)Accounting or advisory firm · Bookkeeping and outsourced CFO services for small businesses, Australia
Ethical CFO, a Melbourne practice that rescues clients up to five years behind in Xero, has a Claude browser extension fill the Who, What and Why fields of Xero's bank reconciliation screen, never clicking OK, and a second Claude step index the client's inbox to find receipts for blank bank lines. Told by the consultant who built it; no measured accuracy or hours saved.
October 25, 2026
Use caseEvidence: First-hand experience
Accounting Prose, a Xero-only US firm: ChatGPT, Claude and Gemini read client statements in Make, a controller signs off
Accounting Prose (founder and CEO: Enzo O'Hara Garza)Accounting or advisory firm · Accounting and bookkeeping services for startups and small businesses, United States
Accounting Prose, a remote US bookkeeping firm that works only in Xero, built a Make workflow in which ChatGPT, Claude and Gemini each analyse a client's month-end statements, a fourth AI step reconciles their views and a controller edits the result before it reaches Fathom or Xero. First-hand account from the firm, which also sells automation projects; no measured results for this workflow.
October 24, 2026
Use caseEvidence: Real case
Coram AI's head of finance runs QuickBooks Online on Claude Code-built scripts, a daily GL copy in Supabase and agents that only flag
Alex Altman, Head of Finance at Coram AICompany · Security technology (video security and access control), venture-backed startup, United States
Alex Altman, head of finance at the video-security company Coram AI, used Claude Code to build one-click revenue recognition, a multi-entity consolidation over a daily copy of two QuickBooks Online ledgers in Supabase, and Slack agents that review bills, deals and postings. First-hand account in his Substack and a CFO Connect live demo: the figures are his, not audited.
October 22, 2026
Use caseEvidence: Real case
Icelandic Glacial ran its July close in Claude on NetSuite, once a skill made Claude take the income statement from NetSuite's own report
Icelandic Glacial (finance team led by its VP of Finance & Controller)Company · Food and beverage (bottled water), United States and Iceland
Icelandic Glacial, a bottled-water company on NetSuite, moved its finance team onto one Claude workspace and says it ran its July 2026 close through skills its VP of Finance wrote, once a shared skill fixed figures that did not tie to the income statement. Told by its implementation partner with the company's approval: usage is measured, time savings are estimates.
October 22, 2026
Use caseEvidence: First-hand experience
Moneypit: Andrew Childs built local double-entry books his coding agent can work in, to file his personal and small-business taxes
Andrew ChildsIndividual · Personal finance and self-employment (United States)
Andrew Childs, co-founder of Shortcut, wrote Moneypit to keep his books and file his US personal and small-business returns: a local, MIT-licensed double-entry app where Claude Code, Gemini CLI or Codex categorises transactions through a CLI and must wait for approval before changing anything. First-hand account without figures; we ran its unit tests and the CLI on fictional data.
October 22, 2026
Use caseEvidence: Real case
A couple’s shared finances in Markdown: Thiago Diniz lets Claude transcribe the receipts and the spltty CLI do the math
Thiago DinizIndividual · Personal and household finance (Brazil)
Developer Thiago Diniz keeps the money he shares with his wife in plain Markdown ledgers: Claude reads statements, screenshots and Pix receipts, and spltty, an MIT-licensed Ruby CLI he built with Claude, writes every row and computes who owes whom. First-hand case with figures stated by the author, including a token and cost benchmark; we ran the CLI and its tests on fictional data.
October 22, 2026
Use caseEvidence: First-hand experience
UK Self Assessment from plain-text books: Jamie Tanna has Claude write the CSV importers and takes each figure from hledger
Jamie TannaIndividual · Personal finance / individual income tax (United Kingdom)
Software engineer and open-source maintainer Jamie Tanna filled in his first UK Self Assessment return from plain-text Ledger journals: Claude Sonnet 4.5 wrote the scripts that turn Stripe and Hyperwallet CSV exports into entries, seeing only the headers, and hledger queries give the figures for each box. First-hand experience with fictional sample data and no results to verify; the return itself is typed in by him.
October 21, 2026
Use caseEvidence: First-hand experience
Indian income tax return with Claude Code: itr-wala lets the agent read Form 16 and AIS while tested Python computes every rupee
Karan Bansal (Head of AI at ArmorCode)Individual · Personal finance / individual income tax (India)
Karan Bansal, Head of AI at ArmorCode, published itr-wala, an MIT-licensed skill for Claude Code and Codex that prepares Indian income tax returns: the agent reads Form 16 and AIS, and a tested, deterministic Python engine does every calculation. First-hand experience (the author says he files his own taxes with it) without independent filer reports; the user always pays, submits and e-verifies.
October 21, 2026
Use caseEvidence: First-hand experience
A private school’s 15-month bookkeeping backlog cleared overnight by an AI agent and SlowBooks Pro, with the GM as the human check
Kris ColloIndividual · Education (private school)
Kris Collo says an AI agent downloaded 15 months of a private school’s bank and card statements, loaded over 2,000 transactions into the local SlowBooks Pro app and filed each vendor where the school’s own books had put it at least 3 times and 80% of the time; the general manager decided the rest. First-hand posts on X, no audited figures; the school is not named.
- SlowBooks Pro 2026 (free, source-available local accounting app with a REST API; by Trent Von Holten)
- An AI agent with a browser that logged into the bank and card websites and downloaded statements and check images (model not named for this case)
- Bank and credit-card statements (PDF) and check images as the only inputs
- +1
- SlowBooks Pro
- Accounting
- Reporting
October 21, 2026
Use caseEvidence: First-hand experience
Spain’s income tax return with an AI agent: hacienda-cli downloads AEAT data and loops on EDFI errors until the XML fits
Javier de la Torre (co-founder and CSO of CARTO)Individual · Personal finance / individual income tax (Spain)
Javier de la Torre, co-founder of CARTO, says he prepared his 2025 Spanish income tax return (Modelo 100) with an AI agent and published hacienda-cli, an open-source CLI plus CLAUDE.md and a Claude skill that let the agent download what the tax agency knows, build the official XML and iterate on the agency’s validation errors. First-hand experience without audited figures; the tool never files or signs.
- Claude Code
- Accounting
October 21, 2026
Use caseEvidence: First-hand experience
Soapbox's Sheila: an open-source accounting agent built from small scripts and an AGENTS.md, running in OpenCode with Claude
Soapbox (Alex Gleason)Company · Open-source software (grant- and donation-funded)
Soapbox, a small open-source software company, says its agent Sheila replaced its whole contractor-payments and bookkeeping flow: it reads invoices by email, pays in dollars or Bitcoin, keeps the ledger in Google Sheets and reconciles the bank monthly, with a person watching. First-hand account with public code, but no figures.
October 21, 2026
Use caseEvidence: Real case
Morgan Stanley halved daily P&L reconciliation with FIXR, agents that turn controllers’ decisions into fixed rules
Morgan Stanley (Todd Johnson, Managing Director, Head of Process Engineering, Automation and AI Application)Company · Banking (trading desks and product control)
Morgan Stanley’s internal multi-agent system FIXR proposes fixes for the breaks in its daily P&L reconciliation; controllers approve or correct each one, and repeated decisions become deterministic rules. Real case stated by a managing director at a VentureBeat event (up to six hours per book down to two or three, about 1,500 hours a week); not audited, models not disclosed.
- FIXR, Morgan Stanley’s internal multi-agent system (models, vendors and infrastructure not disclosed)
- Large language models for interpreting past guidance and proposing break resolutions (not named)
- Deterministic rules that FIXR creates from repeated controller decisions
- +2
- Controlling and management accounting
- Accounting
October 20, 2026
Use caseEvidence: Real case
Pipedrive’s global controller had never coded; with Gemini he built the close app that replaced the team’s NetSuite close tool
Pipedrive (Nathaniel Dycus, VP and global controller)Company · CRM software (SaaS)
Nathaniel Dycus, VP and global controller at Pipedrive, used iterative prompts in Gemini to turn a Google Sheets sidebar into the web app his team now runs the month-end close on, instead of the close management tool that came with NetSuite. Real case told to CFO Brew by him and his CFO; the cost comparison is the CFO's rough estimate, not an audited figure.
October 20, 2026
Use caseEvidence: First-hand experience
A Spanish family firm runs its own ERP with Claude Code agents: the money controls that made it work
Jorge Garzón, owner of a small family car-wash equipment service company in SpainIndividual · Technical service and repair of car-wash equipment
The owner of a small Spanish car-wash equipment service company, who is not a programmer, explains how he replaced a commercial package with his own ERP and Claude Code agents: invoicing, VAT, bank reconciliation, approvals by phone and tests for the money logic. First-hand account on DEV Community, with self-reported figures; the company is not named.
- Claude Code
- Accounting
October 20, 2026
Use caseEvidence: First-hand experience
Close agents for a PE roll-up on QuickBooks and Sage: AI detects and explains, deterministic code computes every number
Bolt Group (Dean Sloves, founder) and an unnamed private-equity-backed roll-up (its VP of Finance)Company
Bolt Group, a consultancy, says it put agents into production for a private-equity roll-up whose six ledgers (four QuickBooks, two Sage) feed a board and a lender: they run the close, consolidation, intercompany and a 13-week cash forecast, but only deterministic code computes figures. Vendor-reported experience; the client is anonymous and there are no audited metrics.
- QuickBooks (general ledgers of four operating companies; the source does not say Online or Desktop)
- Sage (general ledgers of two operating companies; the product is not named)
- Bill.com (accounts payable) and ServiceTitan (job costing), as named in the thread
- +6
- QuickBooks (Intuit)
- Sage (Intacct, 50…)
- Consolidation
- Accounting
- Treasury
- Reporting
October 20, 2026
Use caseEvidence: Real case
A personal accountant agent: Claude Code keeps a Beancount ledger and answers emailed receipts with a pull request
Pyry Haulos (haulos.com)Individual · Personal finance / household bookkeeping
Software engineer Pyry Haulos describes how he moved his personal finances from spreadsheets to a Beancount plain-text ledger run by Claude Code: he emails receipts and statements, and the agent replies with a pull request, reports and a traceable tax calculation. First-hand, self-reported experience, contrasted with three other people doing the same with plain-text accounting.
October 20, 2026
Use caseEvidence: Real case
Village Roadshow's duplicate-invoice agent in SAP: every supplier invoice screened before payment, people decide
Village Roadshow Group (accounts payable, finance and technology teams; Rajan Rana, Head of AI Enablement and Transformation)Company · Entertainment (cinemas, theme parks, film distribution)
Village Roadshow, the Australian cinema and theme-park group, put DIANA live in its SAP accounts payable in 2026: an agent built by Business Core Solutions on Symphony that screens every supplier invoice for duplicates and leaves each decision to the AP team. Real case; the figures (132,000 invoices, A$425M, 99.4% accuracy) come from the vendor and a conference abstract, not audited.
October 19, 2026
Use caseEvidence: First-hand experience
A Spanish founder replaces Holded with Odoo 19 Community, his own MCP server and Claude Code, and closes Q3 in it
Juanca (Juan Carlos) Hurtado, for his own company in SpainIndividual · AI agency and digital products (Spain)
Juanca Hurtado, who runs a Spanish AI agency, moved his company's books from Holded to a self-hosted Odoo 19 Community driven by Claude Code through an MCP server with 40+ tools, and closed Q3 2026 in it, with an auditor agent and a manual review of 189 bank lines. First-hand account on X with no measured savings; he also sells Claude Code training.
October 19, 2026
Use caseEvidence: Real case
An Irish tax practice turns Revenue downloads into Xero journals with a Claude-built tool that runs offline
AI at Work (Acuity AI Advisory), led by Ger Perdisatt, for an unnamed tax and accounting practice in IrelandCompany · Tax and accounting services (Ireland)
AI at Work, a Claude consultancy, used Claude to write and test a single-file browser tool for an unnamed Irish tax practice: it turns each client's Revenue download into a Xero journal import and a VAT pack, holds exceptions back and uses no AI when it runs. Consultant's own case study: 100+ clients per VAT cycle; 100+ hours a year saved is an estimate.
October 19, 2026
Use caseEvidence: Real case
A hosting business owner cleared 166 unreconciled QuickBooks transactions with scripts built in Claude Code
Ryan Davis (owner of WebOps Hosting, Lucky Tyke and Osita)Individual · Web hosting and web services for small businesses
Ryan Davis, who runs a managed WordPress hosting company, used Claude Code to build three small Python tools that break down each Stripe payout, find it in his Mercury bank account and create a matching QuickBooks Online deposit with fees split out. Real, first-hand case from his own blog: 166 transactions cleared after about 8 hours of building; not audited.
October 18, 2026
Use caseEvidence: Real case
Rivian's SAP purchase-order accrual agent: accounting SOPs as instructions, parked entries and a human approver
Rivian (global finance systems and ERP platform teams)Company · Automotive manufacturing (electric vehicles)
Rivian automated month-end accruals for custom tooling purchase orders in SAP S/4HANA with an agent on Amazon Bedrock AgentCore that reads the accounting SOPs, chases PO owners for delivery dates and leaves parked entries for a finance manager to approve. Real case stated by Rivian and AWS (over 15 days of manual work saved per cycle), published on AWS's own blog and not audited.
October 18, 2026
Use caseEvidence: Real case
A NetSuite controller built about 50 Claude skills for the month-end close, and the hard part was teaching them what wrong looks like
Steve Kelly (Books & Bots Advisory)Individual · Mid-size company (unnamed; the article mentions sales orders, shipments, customer deposits and channel sales)
Steve Kelly, a financial controller with 21 years in accounting, says he runs much of a NetSuite month-end close with about 50 Claude skills (reconciliations, accruals, reporting, a 13-week cash forecast) and saves 20 to 30 hours a month. First-hand, self-reported account from someone who now sells close services, contrasted with a CFO's NetSuite setup guide and Oracle's documentation.
October 18, 2026
Use caseEvidence: Real case
A US family prepared its 42-page tax return with Claude and caught errors by auditing it in a fresh session
Christopher Alef (blog Kachess, kachess.dev)Individual · Household / personal finance (United States)
Christopher Alef, a US taxpayer filing jointly with two children, says he prepared his 2025 federal return (42 pages, nine forms) with Claude instead of TurboTax, then caught four kinds of errors by auditing it in a new session with a newer model. First-hand, self-reported experience, contrasted with a second household's Claude Code workflow and community pushback.
October 18, 2026
Use caseEvidence: Real case
A CFO explains how their team reconciles prepaid expenses with an AI agent: from 2 hours to 5 minutes
Author of OnlyCFO (a company CFO, no name visible on the page)Individual
The author of the OnlyCFO newsletter, who runs an accounting team, describes the agent they built to reconcile prepaid expenses against their ERP’s general ledger. According to them, it went from about 2 hours of human work to about 5 minutes, and the same pattern took a day off the monthly close.
- AI agent with a “skill” (a SKILL.md of about 200 lines) and a YAML configuration file
- MCP connector to the ERP (the article does not say which one)
- MCP connector to the shared drive (Google Drive, Box or SharePoint)
- +2
- Accounting
October 17, 2026
Use caseEvidence: Real case
A tax and accounting advisory firm in Madrid automates invoice intake with n8n and ChatGPT
FISCONSULTING, tax and accounting advisory firm in Madrid (project by Álvaro Díaz Blanco, UPM)Accounting or advisory firm · Tax and accounting advisory
A final-year thesis at UPM describes two automations built in n8n for FISCONSULTING, an advisory firm in Madrid: one that extracts and classifies invoices from Google Drive with ChatGPT, and another that handles appointments over WhatsApp. The author states that the time per invoice drops from 2 minutes to about 30 seconds.
October 17, 2026
Use caseEvidence: Real case
Ten weeks keeping the books of Swedish limited companies with Claude Code and Codex, with wins and mistakes
Philip Eriksson (co-founder of Igdrasil)Individual · Swedish limited companies in software, e-commerce, digital health, services and food
Philip Eriksson, co-founder of Igdrasil, explains how, from mid-July 2026, he kept the books of several Swedish limited companies by talking to Claude Code and Codex. He provides volumes taken from his logs, a VAT error caught before filing and a table of agent failures. He is the author of an accounting tool.
October 17, 2026
Use caseEvidence: Real case
U.S. AutoForce saves more than 30 hours a month on reconciliations with Copilot for Finance
U.S. AutoForce (U.S. Venture)Company
U.S. AutoForce, a division of U.S. Venture that uses Dynamics 365, automated its recurring credit card and bank statement reconciliations with Microsoft Copilot for Finance. According to Microsoft, it took four weeks to roll out and its accounting team saves more than 30 hours a month.
October 17, 2026

Replicate it: tutorials, guides and prompts (10)

Guide / manualEvidence: Project documentation
Claude Duet for small-business finance: invoices, bills and the close, and how to run its open skills in Claude Cowork or Claude Code
Anthropic’s new proactive agent, Claude Duet, chases unpaid invoices, prepares payroll and closes the month through the Small Business plugin, whose finance skills are public on GitHub under Apache-2.0. This guide is based on Anthropic’s documentation and the skill files; no tester has published a detailed finance case yet.
October 25, 2026
Guide / manualEvidence: Untested proposal
Guide: moving from an AI assistant to a finance agent, with what it may read, draft and post and approval limits checked in code
A practical guide to giving an AI agent access to the ERP step by step: four permission levels, what stays with people at every level, how to decide when a task can go up a level, a prompt that only returns a draft entry in JSON and a short validator that rejects it before it reaches the ERP. Our own proposal, with fictitious examples.
October 19, 2026
Useful promptEvidence: Untested proposal
Prompt: prepare the year-end audit request list and an explanation file for journal entries flagged by a script
A prompt for the company side of a statutory audit: it organises the documents the auditor will ask for and prepares a file of explanations for the journal entries that a short script flags (just below the approval limit, weekends, after the close, round amounts, rare users, duplicates). The assistant does not judge anything; it drafts. Our own proposal, tested on fictitious data.
October 19, 2026
Useful promptEvidence: Untested proposal
Prompt: explain month-end outliers in the trial balance before management sees them, with the scoring done in code
A two-part method for the monthly close: a short script (or five Excel formulas) scores every account against its last 12 months with a robust statistic, and the prompt asks an AI assistant only to classify and explain what was flagged and draft the questions. It is our own proposal, tested on fictitious data, not on a real close.
October 19, 2026
TutorialEvidence: First-hand experience
Tutorial: connect Xero to Claude Code with Xero's official MCP (remote URL or local npx)
Evgeny (techconcepts.org, Madrid)Individual · Small-business / freelance bookkeeping with Xero
Xero offers a hosted Remote MCP (api.xero.com/mcp/v1, PKCE, Core+) and the self-hosted npm package @xeroapi/xero-mcp-server for Claude Code. A Madrid developer set up unpaid-invoice reads in about ten minutes; we contrast that with Xero's FAQ, the read-only Claude marketplace connector and bulk-read limits.
October 19, 2026
TutorialEvidence: First-hand experience
Tutorial: fixed assets in Business Central with Claude Code and MCP, from a CSV to journal entries a person posts
Silviu Virlan (Business Central Musings, SureHoofERP)Individual · ERP consulting (Microsoft Dynamics 365 Business Central)
Silviu Virlan, a Business Central consultant and former Microsoft MVP, shows how Claude Code, connected to Business Central through MCP and OData V4, turns a CSV of assets into depreciation books and draft fixed asset journals that a person reviews and posts. It was done in Microsoft's demo company: a reproducible method, not a measured result.
October 19, 2026
TutorialEvidence: Real case
An accountant’s tutorial: reconciling accounts with Claude Cowork using a folder, an instructions file and a junior-style review
Tyler Whitlock, CPA, MBAIndividual
Tyler Whitlock, a certified public accountant (CPA), explains on LinkedIn the six steps he used to tie a close’s accounts to the trial balance with Claude Cowork. He says 2–3 days of work were reduced to an hour of review, and he published the folder structure and instructions on GitHub.
- Claude Cowork
- Accounting
October 17, 2026
Guide / manualEvidence: First-hand experience
Guide for bookkeepers: Claude as an assistant configured with a CLAUDE.md, what to delegate and what to always review
Michael Robichaud (Cowork Consultant)Individual · Bookkeeping and small firms (with US examples, such as 1099 forms)
Michael Robichaud, a consultant who rolls out Claude at accounting firms, explains how to set up the rules file (CLAUDE.md), which tasks the assistant can prepare (reconciliation, categorization, client reminders, close) and which always need human review. It is a consultant’s guide with an associated commercial service.
October 17, 2026
Community resourceEvidence: Project documentation
Open-source MCP server to connect AI assistants to Odoo: read, aggregations and, if enabled, write
ivnvxd and project contributors on GitHubIndividual
A community project on GitHub (MPL-2.0 license, more than 400 stars, latest release published on 10 October 2026) that lets Claude and other assistants query and modify data in an Odoo instance: invoices, customers, products and aggregations. It has a test mode that needs no module and a module for production.
October 17, 2026
Useful promptEvidence: Untested proposal
Prompt for an AI assistant to prepare a draft accounting reconciliation without posting anything
Instructions ready to adapt for an AI assistant that reconciles an account against the trial balance: it uses only the files provided, posts no entries, checks for duplicates, separates what ties out from what is doubtful and leaves a list of questions. It is our own wording based on practices published by accountants, not tested with real data.
October 17, 2026

News and announcements (8)

Frequently asked questions

Which AI tools appear most in accounting entries?

In the 45 entries of this guide (updated October 25, 2026): Claude (16), Claude Code (15), ChatGPT (7), Claude Cowork (4), Codex (3), and Gemini (2). The count reflects what this directory has documented, not market share.

Which accounting software and ERPs are they used with?

The entries cover Microsoft Dynamics 365 (6), Odoo (6), Oracle NetSuite (6), Xero (6), QuickBooks (Intuit) (5), Holded (4), Sage (Intacct, 50…) (4), SAP (4), a3 (Wolters Kluwer) (2), Beancount (1), hledger (Ledger) (1), Moneypit (1), Oracle Fusion Cloud ERP (1), SlowBooks Pro (1), spltty (1), and Zoho Books (1).

How much do these AI tools cost?

As published on the official pricing pages: Claude: Free plan · paid from $17/month (annual) or $20/month; Claude Code: From $20/month (included in Claude Pro); ChatGPT: Free plan · paid from $8/month; Claude Cowork: From $20/month (included in Claude Pro). Check each tool page for every plan and the date we last checked it.

Are the results in these cases verified?

No. An identified person or organization states that they have used it. The results are stated by the source; we have not audited them. Every entry carries a level of evidence and a section on what has really been tested, and links to its original source.

Where do I start?

With the step-by-step material in this guide: «Claude Duet for small-business finance: invoices, bills and the close, and how to run its open skills in Claude Cowork or Claude Code», «Guide: moving from an AI assistant to a finance agent, with what it may read, draft and post and approval limits checked in code», «Prompt: prepare the year-end audit request list and an explanation file for journal entries flagged by a script», and «Prompt: explain month-end outliers in the trial balance before management sees them, with the scoring done in code».

AI agents for accounting: the tools people actually use, with real cases

AI tools, ranked by documented entries

1.ClaudeAnthropic · 16 entries

2.Claude CodeAnthropic · 15 entries

3.ChatGPTOpenAI · 7 entries

4.Claude CoworkAnthropic · 4 entries

5.CodexOpenAI · 3 entries

6.GeminiGoogle · 2 entries

7.Microsoft 365 CopilotMicrosoft · 2 entries

8.n8nn8n · 2 entries

9.Amazon Bedrock AgentCoreAmazon Web Services · 1 entry

10.Claude DuetAnthropic · 1 entry

11.Claude in ChromeAnthropic · 1 entry

12.MakeMake · 1 entry

13.OpenCodeAnomaly (open-source project) · 1 entry

14.SAP JouleSAP · 1 entry

15.SymphonyBusiness Core Solutions (BCS) · 1 entry

By accounting software and ERP

Real cases (27)

Replicate it: tutorials, guides and prompts (10)

News and announcements (8)

Frequently asked questions

Other guides