Each receipt has a suggested code taken from your code list, which you accept or change.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
This specification does not give tax advice. The books stay in the accounting system.
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Function notes: Invoice reminders and a monthly owner note. The books stay in the accounting system.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
AI tool
Use Claude to suggest a code for a supplier receipt
Each receipt has a suggested code taken from your code list, which you accept or change.
Time: About one to two days, including a trial on an old record.
Difficulty: Moderate
Tools: Dext, Claude, Xero
Receipts pile up because choosing the account code is the slow part, and a wrong code is worse than a slow one.
Each receipt has a suggested code taken from your code list, which you accept or change.
A receipt, then a suggestion, then the bill you post yourself.
Public outline. Setup, settings, and prompts are on the full specification.
Trigger · Dext
A receipt is ready to code Nothing is sent yet.
Action · Claude
A draft is made from the receipt text and your chart of accounts list. A person reads it before it goes anywhere.
Check · Xero
A person keeps the accepted text on the bill.
First setup: About one to two days, including a trial on an old record.
After it is running: A few hours a week of drafting, once a person still checks the output.
These are planning ranges, not a measurement of your business. They are not a promise of time saved, and they are not a quote for implementation.
Industries: Most small businesses, Trades and field services. Updated 16 Oct 2026. The full specification exports as Markdown for an AI agent, and also as PDF and JSON.
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