Prepare your books for the accountant with computer use

Codex matched every transaction to an invoice across subscriptions and API top-ups, then built a summary site.

In short

What it does: Codex matched every transaction to an invoice across subscriptions and API top-ups, then built a summary site.

Agents: Claude, Codex · Category: Finance & trading

Steps in brief:

  1. Collect the receipts for subscriptions and API credit top-ups.
  2. Give the agent bank and payment-processor access. The source used API keys and browser sessions; think hard before sharing credentials.
  3. Match every transaction to its invoice.

+2 more steps in the copyable prompt.

Who made it: Machina (X post, 2 Oct 2026) · source

Last updated · based on 336 use cases on agentsetups, each credited to its author.

by Machina2 Oct 2026

Prompt for your agent

Goal: Match every transaction to its receipt and prepare everything for my accountant.
Setup: agents used in source: Claude, Codex; tools/MCPs stated: Google Drive, QuickBooks Online.
Steps:
1. Collect the receipts for subscriptions and API credit top-ups.
2. Give the agent bank and payment-processor access. The source used API keys and browser sessions; think hard before sharing credentials.
3. Match every transaction to its invoice.
4. Produce a summary for the accountant, with the files in Google Drive.
5. Variant: connect QuickBooks Online through an app created in the QuickBooks developer portal (~20 min).
Rules: ask me before anything irreversible (sending, posting, paying, deleting); don’t invent data, results or tools I haven’t given you; tell me what you couldn’t verify.
Based on: Machina — https://x.com/EXM7777/status/2106022667694612530

Steps are from the source. Includes a “Based on” credit line.

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Agents, models and tools only what the source states

Agents
Claude Codex
Models
GPT-6.1 Sol
Tools
  • Google Drive
  • QuickBooks Online

Sources & credit