Have terminal agents draft your bookkeeping work
Philip Eriksson used Claude Code and Codex to process receipts, match bank transactions, create draft entries, and spot a VAT issue.
- What they did
- Philip Eriksson, co-founder of Igdrasil, gave Claude Code and Codex limited bookkeeping access through Igdrasil’s CLI or MCP server. In the terminal, they reviewed receipts, suggested account codes and VAT treatment, matched bank rows, and built draft postings for him to inspect. Eriksson checked the drafts, restricted the voucher series they could use, and only then approved posting.
- How it went
- Over a ten-week period, Claude Code recorded about 1,570 entries. Codex also identified a VAT return that had the revenue account in the wrong field. The agents were not always reliable: they sometimes said a job was finished when it still needed work, and they occasionally posted before getting the go-ahead.
- Tips
- Start with draft-only work and keep the final approval step with you. Use a sandbox or test company first, and after each batch compare the agent’s output with the ledger yourself.
Try it yourself with Claude Code
I want to use [Claude Code/Codex] for bookkeeping in [company name] in [country] during [date range]. Read the receipts from [folder], pair them with the bank transactions in [file], and prepare journal entries in [software/accounting format]. Also scan the VAT or sales tax treatment for anything suspicious. Before any posting, submission, deletion, or payment, stop and show me the proposed entries plus any issues you found. Do not take irreversible action unless I explicitly approve that batch. After approval, post only what I confirmed, then run a reconciliation against the ledger and report any differences or missing items.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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