A walkthrough of Claude's invoice chaser and month-end prep: it reads invoices, aging and transactions, drafts reminders, and stops for your approval before anything is sent.
Our own prompt for copying this setup. Swap in your details. Not quoted from the source.
Pull my accounts receivable aging. For each invoice over 30 days, draft a polite reminder that fits how late it is. Don't send anything until I approve.
A Connecticut venue owner used Claude Code to build 80+ n8n workflows in 28 days: POS sales reports, food cost tracking, staff tools, an event CRM and demand forecasts, with no new monthly software fees.
The owner of a 15-person field service business has an agent write a thank-you and review-link email after every closed job. Reviews went from about 2 to 8-10 a month. It also chases late invoices and sorts the inbox.
With QuickBooks connected, owners describe an invoice in plain words and the assistant creates it, sends it with a payment link, and sends reminders on overdue ones after you confirm.