Reconcile a stack of invoices against payments
- Level Intermediate
- Setup1–3 hrs (estimated)
- Evidence Some evidence
- CostNot stated in source
- No-codeNo
What they did
A user tested Claude Cowork on real invoice reconciliation: it matched 70 invoices, found 3 with mismatched amounts and 27 still unpaid, and caught a duplicate invoice number he had missed. He shows the setup in a video.
How it went
70 matched, 3 mismatched amounts, 27 unpaid, plus a duplicate invoice number found.
Worth knowing
- Self-reported X post linking to his setup video; check any mismatch before chasing a client.
Prompt
Cleaned version rewritten from the source — not a direct quote.
Here's a folder of invoices and our payment export [CSV]. Match each invoice to a payment. List matched, amount mismatches, unpaid, and any duplicate invoice numbers, in a spreadsheet with a summary at the top.
Recommended
Try it in Grok Bot
Originally done with Claude Cowork; this prompt works in Grok Bot.
- Copy the prompt (button below).
- Open Grok Bot chat and paste it. Replace any [bracketed] placeholders.
- Connect the listed tools (as needed) as connectors when Grok Bot asks.
- If the task repeats, ask: "Make this a daily routine."
Alternatives: the same prompt works in Claude Cowork, Claude, ChatGPT Agent, OpenClaw.
Set it up
Stack: Claude Cowork
- Read the original source for full context.
- Connect the tools your agent needs.
- Paste the prompt and replace [bracketed] placeholders.
- Run once manually and check the output before scheduling it.
Generic suggested steps, not from the source.
Evidence
Self-reported X post linking to his setup video; check any mismatch before chasing a client
Source: X · 2026-10-04 · Verified by us: not yet · Report broken or outdated