Accounting Automation 5.00 (1)

Claude Cowork + Xero: Invoice Automation

Name: Claude Cowork + Xero: Invoice Automation
Price: 79.00 SGD
Availability: InStock
Rating: 5 (1 reviews)

Created by Jibrail Idris

Categories Accounting Automation

Review 5.00 (1 reviews)

Preview

Claude Cowork + Xero: Invoice Automation

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.

Watch this cohort

Cohort recap · 16 Jul 2026