HireEffect
Bookkeeping, payroll and HR firm, Dallas
- Size
- 20 staff
- Where
- US
The job
The firm used Claude connected to its bookkeeping systems to search two and a half years of PayPal records for a client, and built a reporting dashboard that pulls figures from five systems including QuickBooks and a CRM into one monthly report.
Tool: Claude · More using Claude
What happened
A monthly reporting task that took two hours now takes ten seconds.
Claude isolated the exact 16 transactions behind a $13,000 discrepancy buried in tens of thousands of PayPal transactions, work the founder says the firm would not have found by hand.
Before you believe it
This is Anthropic reporting its own customer. The ten second figure is the firm account of one reporting task, so time the same task on your own books before relying on it. The firm says it redacts personal data and keeps a register of its Claude workflows, which is worth copying.
Try this prompt
Test the job on your own material before buying anything. Replace the highlighted brackets.
Here are exports from [SYSTEMS] for [CLIENT CODE] for [MONTH]. Reconcile the totals across them, list every transaction that appears in one system but not another, and draft a one page monthly summary with the three points I should raise with the client.
Source
Anthropic ↗, 15 September 2026 · vendor story
This source was written or published by the supplier of the tool, so treat the claim as a sales story.
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