The Finance Assistant pulls invoices from your inbox and from your vendors' own portals, puts them into Dinero by your own rules, and tells you what is missing, in plain language.
Get the Finance Assistant · DKK 495The phone bill is in your inbox. The one from Flodesk is not, that one has to be pulled from inside the account. Squarespace bills on the 15th in Indonesian rupiah, and the bank charged a different number than the invoice shows.
You go looking for four receipts, each in its own place, and then you have to work out whether that foreign purchase carried VAT or not. The answer differs from invoice to invoice.
It takes two hours, it repeats every month, and no part of it gets better because you are the one doing it.
The assistant knows the chain from receipt to booked entry, and it goes all the way on its own.
In your inbox first. If the invoice only lives inside the vendor's account, it opens the browser and pulls it. You open the portals that need a login while you sit with it.
To your own receipts folder, with the right name and the right date. So you hold the documentation, whatever happens to the accounting software.
With the right account, the right VAT code and the bank's amount, not the software's own conversion. The card fee on foreign payments gets its own line.
"Who owes me money", "which receipts am I missing for October", "what is the VAT looking like". The answer comes in seconds.
everything lands as drafts, unless you move the line yourself.
The part that costs the most mistakes is foreign purchases. The rule of thumb that they never carry local VAT does not hold. Some invoices have it, some do not, and the receipt email rarely shows the difference.
The assistant opens the actual invoice every time, never just the email. It knows reverse charge, foreign card fees, and when an amount should come from the bank rather than from the document.
The rules sit in the file as text you can read and edit. And it learns yours: meet a purchase it has no rule for, and it proposes one — say yes, and it is there next month. After a quarter the file is your business's bookkeeping manual, not a generic one.
One skill with the full receipt flow, the VAT rules and the cadence. Uploaded under Plugins in Claude.
Empty, with the fields ready: company number, bank, VAT period and your vendors. The assistant fills it in with you, and keeps writing to it every time you work. It lives in your own folder and it is yours.
How to connect Dinero, step by step, with what you need to hand along the way. Requires Dinero Pro or Total — the connection does not exist on Starter.
The assistant sets itself up with you. It builds your project, your receipts folder, your standing instructions and whichever runs you want. You need to know your own business, not a terminal.
It grows while you work. Meet a purchase it has no rule for, and it proposes one — say yes, and it is there next month. After a quarter the file is your business's bookkeeping manual.
Forty-five minutes, if you sit down with it.
You download the file and save it. In Claude on your computer you go to Connectors, then Plugins, choose Customize plugin and upload it there. From then on you work in Cowork.
The assistant interviews you. You answer twelve questions about your business, and the file writes itself.
Dinero connects with your own login. Then you take one receipt all the way, together.
The assistant is in daily use at several of my clients and in my own business. It collects the receipts, saves them and puts them into the books. Nothing gets booked without a yes from whoever owns the business.
The one you get here is the same one, packaged so you can set it up yourself.
DKK 495
VAT included. One-time.
MobilePay or card. The file lands in your inbox right away.
Bookkeeping repeats every month, it is boring, and it has a right answer and a wrong answer. That makes it the best task to hand over first.