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Money and admin

Cut month-end bookkeeping for a Taiwanese shop with a Claude-built tool

A Taiwanese shop owner built a ledger app with Claude and Claude Code, with Notion storing data. AI reads receipts; the owner reports month-end close fell from hours to about 20 minutes.

What they did

A Taiwanese shop owner, 13 years in business, replaced a hand-built income and expenditure spreadsheet that the manager filled in for several hours each month. The owner listed the needed functions in conversation with Claude, then passed the list to Claude Code to build the app, and sent screenshots of broken screens back for fixes. Data is stored in Notion and the interface is published on Netlify. Since July 2026 the manager collects POS reports and expense receipts, the owner scans them, and the AI enters date, amount and category. The owner checks the entries before they are sent. Later additions include month-on-month comparisons, averages and notes on why figures changed. The screen follows the order the owner reads the books: net income after their own salary, cash and reserves, gross profit, then large fixed costs.

How it went

The owner reports that closing the books went from several hours to about 20 minutes at the fastest. Before, busy months were not finished until mid-month, so problems went unnoticed for about two weeks. In the first month the AI could not read some employees' handwriting and the manager had to fill those slips in by hand. The owner then told the AI to ask when unsure and not to guess.

Worth knowing

Secondhand: the page summarizes the owner's own blog post, and the 20-minute figure is the owner's claim, "at the fastest". Costs and the type of shop are not stated. The owner reported a period when anyone with the URL could read or write the ledger, so decide who can access the data before you start. Tax judgments are not covered.

Try it yourself

Paste into ChatGPT, Claude or another AI assistant and fill in the square brackets.

You are helping me enter [month] receipts and POS reports into my ledger. For each document, read the date, amount and category from [list of categories]. If you cannot read something or are not sure, ask me. Do not guess. Show every entry in a table next to the source file name, flag anything unusual compared with [previous month], and wait for me to check each row against the original documents before anything is saved or sent.

Source: note.com · Oct 30, 2026. Summarised in our own words; read the original for the full account.

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