Copilot
#data analysis

Auto-categorise an Excel transaction column for sole trader tax

Copilot categorises a year of sole trader transactions into ATO deduction categories, applies business %, computes the deductible amount, and surfaces what to take to your accountant.

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Copilot
#data analysis

Categorise Excel transactions into BAS categories

Copilot reads each bank transaction in Excel and assigns BAS category, GST flag, and confidence, then surfaces the 10 most ambiguous rows for human review.

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Claude
#business

Categorise mobile + in-salon income for the BAS

BAS-ready categorisation that splits mobile vs in-salon appointments, applies ATO cents-per-km vehicle deduction against the mobile side, and gives a margin snapshot per channel.

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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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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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Claude
#business

Categorise a messy bank statement into GL accounts

Paste a CSV bank export, get every line categorised to your chart of accounts with GST treatment and a confidence flag for the dodgy ones.

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Claude
#other

Workflow: invoice processing + Xero categorisation

Processes incoming invoices, extracts line items, categorises in Xero, and flags anomalies.

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Claude
#other

Workflow: customer email auto-categoriser

Categorises incoming customer emails to the right inbox + drafts replies for predictable categories.

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Claude
#business

Build Xero bank rules from your transaction patterns

Auto-categorise 80% of your Xero bank feed by designing the right bank rules — paste a sample, get a Xero-ready rule set.

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