Accounting Automation Upcoming

Claude Cowork + Xero: Automate Your Accounting (Advanced)

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Claude Cowork + Xero

Step 4 of 4. You can enrol in any order, but we recommend taking these in sequence.

1 Your First 15 Minutes with Claude Cowork
2 Claude Cowork + Xero: Invoice Automation
3 Claude Cowork + Xero: Automate Your Accounting (Basic)
4 Claude Cowork + Xero: Automate Your Accounting (Advanced) You are here

← Previous Claude Cowork + Xero: Automate Your Accounting (Basic) View full pathway

Course overview

Take your accounting automation further in a focused four hour session. Master complex reconciliation, evidence backfill, financial reporting, multi-step monthly close workflows, and team deployment. This hands-on, in-person class assumes you already have Claude Cowork and officedesk CLI set up from the Basic course or equivalent experience, so all four hours go into advanced technique.

What you'll learn

Handle complex bank reconciliation with duplicate-safe matching and session recovery
Backfill statement evidence as Xero attachments and maintain complete audit trails
Generate Xero financial reports via Claude and interpret results
Design multi-step monthly close workflows that run unattended
Manage credit notes, payment reversals, and exception handling
Deploy accounting automations across a team with shared configurations

Curriculum

12 lessons · 3h 45m total

1 Duplicate-Safe Statement Line Matching 25 min

When a bank line already has an existing Xero transaction. How to target the exact statement line without creating duplicates. The browser session check before attempting a match.

2 Browser Session Recovery for Xero 10 min

When the plugin session goes stale. How to run browser-login, confirm the session actually refreshed, and verify statement line lookup before reconciliation.

3 Read-Only Reconciliation Status Checks 20 min

Before touching anything, answer the question: is this bank line already reconciled? Distinguish between an existing bank transaction and an actual statement line match. Report clearly.

4 Batch and Multi-Line Reconciliation 25 min

Handle multiple unreconciled lines in one session. Prioritise by amount and age. Avoid the temptation to batch everything — some lines need human review.

5 Statement Evidence Backfill 25 min

Find bank transactions and bills that are missing supporting documents. Attach the evidence directly to the Xero record so it travels with the transaction. The full workflow: Discovery, Retrieve, Attach, Verify.

6 Attachment Download and Management 20 min

List and download attachments from Xero invoices. Organise them locally by financial year, clean up temporary files, and build a repeatable download-and-file routine.

7 Generating Financial Reports via Claude 25 min

Use get-report to pull P&L, balance sheet, and trial balance. Have Claude summarise and flag anomalies. Automate monthly report generation.

8 Audit Trail Design for Automated Accounting 10 min

What a complete audit trail looks like when Claude does the work. How to prove every automated action was reviewed. Xero's native attachments and reference fields as your audit backbone.

9 Designing a Monthly Close Workflow 25 min

Chain reconciliation, invoicing, bill recording, and evidence backfill into a single unattended monthly close. Define the sequence, the checkpoints, and the human review gates.

10 Credit Notes and Payment Reversals 20 min

Correct mistakes without breaking the audit trail. Issue and authorise a credit note, then allocate it against an invoice in full or in part. Reverse a duplicate payment so the invoice returns to owing while the deleted record stays for audit. Know when to void versus delete. Every correction is a new linked document that you review before it runs.

11 Deploying Across Your Team 10 min

Share CLAUDE.md and MCP configs across your accounting team. Manage permissions and Xero profiles. Ensure consistency when multiple people use the same automation.

12 Your Accounting Automation Roadmap 10 min

Capstone. Prioritise your accounting processes for automation. Build a phased rollout plan. Measure ROI in hours saved. Present your roadmap.