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Accounting Automation

Claude Cowork + Xero: Invoice Automation

Created by Jibrail Idris
Categories Accounting Automation

Preview

Claude Cowork + Xero: Invoice Automation

Recommended learning pathway

Claude Cowork + Xero

Step 2 of 4. You can enrol in any order, but we recommend taking these in sequence.

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

Course overview

Put Claude to work on your Xero invoices. Draft, authorise, and send invoices through Claude with human approval at every step. Includes multi-line invoices and attachments. Prerequisite: ‘Your First 15 Minutes with Claude Cowork’ (or equivalent Cowork setup experience).

What you'll learn

  • Connect officedesk CLI to your Xero account
  • Write an accounting-specific CLAUDE.md with approval rules
  • Draft a customer invoice via Claude without manual data entry
  • Authorise and send the invoice through Claude with human review
  • Handle multi-line invoices and PDF attachments

Curriculum

5 lessons · 1h total
1 Connecting officedesk CLI to Xero 10 min
Set up the Xero connection in officedesk CLI. Authenticate, test the connection, and verify Claude can see your Xero data.
2 Your First CLAUDE.md for Accounting 10 min
Write a CLAUDE.md tailored for accounting workflows: your business context, approval rules, default line items, and the dry-run discipline.
3 Lab: Draft an Invoice 15 min
Use Claude to draft a customer invoice in Xero. Review the draft, make adjustments, and prepare for authorisation.
4 Lab: Authorise and Send the Invoice 10 min
Review the drafted invoice, authorise it through Claude, and send it to your customer. Learn the approve-and-send workflow with human-in-the-loop.
5 Lab: Multi-Line Invoices and Attachments 15 min
Handle complex invoices with multiple line items and supporting attachments. Draft an invoice with line items, add a PDF attachment, and send it.

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