The question names the date, the merchant, and the amount from the feed.
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.
Loading the outline…
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 ask what an expense was for
The question names the date, the merchant, and the amount from the feed.
Time: About half a day for the first run.
Difficulty: Easy
Tools: QuickBooks, Claude
Expenses are coded to a guess because the person who spent the money was not asked.
The question names the date, the merchant, and the amount from the feed.
A feed line, then a question, then the message you send.
Public outline. Setup, settings, and prompts are on the full specification.
Trigger · QuickBooks
An expense is uncategorised Nothing is sent yet.
Action · Claude
A draft is made from the date, the merchant, and the amount. A person reads it before it goes anywhere.
Check · QuickBooks
A person keeps the accepted text on the expense.
First setup: About half a day for the first run.
After it is running: The retyping of the same note each week, once the source stays tidy.
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. Updated 16 Oct 2026. The full specification exports as Markdown for an AI agent, and also as PDF and JSON.
Checking your account…
The outline above is public. The specification — setup, prerequisites, settings, prompts, mappings, tests, and failure handling — needs a free account.
Free during launch. There is no charge and no monthly limit.
Create a free account