A multi-channel reconciliation workflow: per-channel summary, fee categorisation, GST treatment, the discrepancy list, and the journal entries for the bookkeeper.

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Claude

#business

End-of-week cash + EFTPOS reconciliation agent

A 5-step weekly reconciliation: per-day match, tip handling, comp/staff meal check, GST scan, and the bookkeeper handover - so Monday opens clean.

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Claude

#business

Monthly multi-channel sales reconciliation agent

A multi-channel reconciliation workflow: per-channel summary, fee categorisation, GST treatment, the discrepancy list, and the journal entries for the bookkeeper.

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Claude

#business

Monthly takings vs expenses summary to your bookkeeper

A monthly summary email to your bookkeeper with headline numbers, income breakdown, expense breakdown, notes/queries, and what you'll attach. Stops them chasing you each BAS quarter.

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Claude

#business

Categorise a month of Shopify transactions for the BAS

Drop in a month of Shopify transactions and get a BAS-ready categorisation table — category, GST status, notes, totals, and flagged items for your bookkeeper.

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ChatGPT

#business

Bookkeeping agent: receipt to Xero entry

Snap a receipt, this agent extracts the data, classifies it (job-attributable vs overhead), prepares the Xero entry, and flags anything weird for your bookkeeper.

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Claude

#business

Categorise a venue's weekly POS export

Categorise a week of POS takings (Square / Lightspeed / similar) into Xero-ready categories with GST status, fees and bookkeeper-flag column. Totals by category at the bottom.

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