Do taxes by selecting the right invoices
So no joke, this has been something I've been waiting for as my kind of "AGI is here" target. Task: So no joke, this has been something I've been waiting for as my kind of "AGI is here" target. I keep telling people I won't be doing this job in 6 months... and it's happened. 3 hours in and it's made a huge dent already. I use Xero for my business and every quarter I have to reconcile the accounts. This involves uploading invoices, setting the correct contact, account and then approving the reconciliation. It involves logging into multiple services, downloading invoices, selecting the correct account etc... it's a PITA to do because it's time consuming and I have to double check everything (because as a human I forget which invoice is for which company and what date). An AI can read the invoice, select the right one and double check it. I thought NO way, I could give it a general guide of which types of transactions are in which accounts and the whole complicated process of logging into multiple providers. Xero is not exactly user friendly for this kind of work. But it... does! I don't know what model this is they're using, but it's not an existing public one. It make so few mistakes. And it's so flexible! I just chucked 20 PDFs in the chat so I didn't have to login to services I had invoices for easily available and it figure out what they were for and where to go. It matches the company and date 🤯 Obviously I'm watching it and double checking everything for now. There are issues; It seems like some companies block OpenAI, so it can't access every website The Gmail connector does not support importing attachments and Gmail blocks Agent from logging in directly, so I have to do some manual invoice copying. I will no longer need to do anything in 6 months... hence the end of humanity as we know it? I was underwhelmed by the OpenAI demo video, because these kinds of tools so rarely live up to the vision, but this one... does? Anyone else having the same experience or did I just get lucky?; tools: ChatGPT Agent. Human role: The original post does not say how a person stayed involved.; limitations: Prerequisites include Xero access and a clear transaction mapping guide. Constraints: Some websites block OpenAI agents, and Gmail connectors do not support direct attachment imports or agent logins, requiring manual invoice copying. Source reliability is secondary (Reddit post). Human approval is mandatory for all financial bookings..
Tools
Published on Agent Work Atlas:
Overview
So no joke, this has been something I've been waiting for as my kind of "AGI is here" target.
Workflow
So no joke, this has been something I've been waiting for as my kind of "AGI is here" target. I keep telling people I won't be doing this job in 6 months... and it's happened. 3 hours in and it's made a huge dent already. I use Xero for my business and every quarter I have to reconcile the accounts. This involves uploading invoices, setting the correct contact, account and then approving the reconciliation. It involves logging into multiple services, downloading invoices, selecting the correct account etc... it's a PITA to do because it's time consuming and I have to double check everything (because as a human I forget which invoice is for which company and what date). An AI can read the invoice, select the right one and double check it. I thought NO way, I could give it a general guide of which types of transactions are in which accounts and the whole complicated process of logging into multiple providers. Xero is not exactly user friendly for this kind of work. But it... does! I don't know what model this is they're using, but it's not an existing public one. It make so few mistakes. And it's so flexible! I just chucked 20 PDFs in the chat so I didn't have to login to services I had invoices for easily available and it figure out what they were for and where to go. It matches the company and date 🤯 Obviously I'm watching it and double checking everything for now. There are issues; It seems like some companies block OpenAI, so it can't access every website The Gmail connector does not support importing attachments and Gmail blocks Agent from logging in directly, so I have to do some manual invoice copying. I will no longer need to do anything in 6 months... hence the end of humanity as we know it? I was underwhelmed by the OpenAI demo video, because these kinds of tools so rarely live up to the vision, but this one... does? Anyone else having the same experience or did I just get lucky?
Reported result
The author reports the agent made few mistakes and handled 20 PDFs flexibly, but provides no quantitative metrics on time saved or error rates. Success is subjective based on the author's experience. A measurable acceptance check would be to track the percentage of agent-suggested entries accepted without manual correction over one quarter.
Human role
The original post does not say how a person stayed involved.
Limitations
Prerequisites include Xero access and a clear transaction mapping guide. Constraints: Some websites block OpenAI agents, and Gmail connectors do not support direct attachment imports or agent logins, requiring manual invoice copying. Source reliability is secondary (Reddit post). Human approval is mandatory for all financial bookings.
Try it
Act as a financial automation assistant. I need to reconcile my Xero accounts for [replaceable: Quarter/Year]. I will provide [replaceable: 5-10 sample invoice PDFs] and a [replaceable: transaction mapping guide]. Steps: 1. Analyze each PDF to extract vendor name, date, amount, and description. 2. Map each transaction to the correct Xero account using the guide. 3. Generate a CSV file with columns: Date, Vendor, Amount, Account Code, Confidence Score. 4. Do NOT log into Xero or Gmail. Do NOT attempt to download attachments from blocked sites. 5. Output the CSV and a summary of any invoices where the vendor or account was ambiguous. Quality Check: Ensure 100% of extracted data matches the PDF text. Flag any confidence score below 90% for human review. Safeguards: This is a dry run. I will manually verify the CSV against the PDFs before importing anything into Xero. If you cannot read a PDF, state 'Unreadable' and move to the next. Ask clarifying questions only if the mapping guide is missing.
Source reports are not independently verified. Publication date is the catalog publication date, not the original article date.