Let Claude Code and Codex reconcile Xero and prepare tax paperwork
He gives Claude Code and Codex access to the Xero API, Xero in the browser for reconciliation, his email to find documents, Stripe and GoCardless APIs, past tax returns and a CPA portal, plus the Google Workspace CLI to create documents.
Source
@nickduncs on X · 2026-10-17
Written in our own words. Credit to the original author. Link checked 2026-10-21.
What they did
He gives Claude Code and Codex access to the Xero API, Xero in the browser for reconciliation, his email to find documents, Stripe and GoCardless APIs, past tax returns and a CPA portal, plus the Google Workspace CLI to create documents.
Result (as claimed)
Described as his working setup in reply to a CPA asking how far agents can go with bookkeeping.
Tools they used
Cost: Claude Code: from $17/mo; OpenAI Codex: free plan, paid from $8/mo; Stripe: free plan, paid from 2.9% + 30¢.
Set it up
Gather the documents
Collect statements, bills, invoices or tax documents for the period you want reviewed.
Ask for an audit, not actions
Have Claude Code list findings, amounts and suggested next steps before it does anything.
Approve each action
Approve cancellations, disputes or payments one at a time. Never give an agent open-ended access to move money.
Track the result
Record what changed and what you saved so you can check it next month. This is not financial advice.
Copy the full setup prompt
Paste into your agent and it will walk you through the setup, asking before anything that sends, posts or spends.
You are helping me set up this AI use case end to end in Claude Code. Goal: Let Claude Code and Codex reconcile Xero and prepare tax paperwork What the original author did: He gives Claude Code and Codex access to the Xero API, Xero in the browser for reconciliation, his email to find documents, Stripe and GoCardless APIs, past tax returns and a CPA portal, plus the Google Workspace CLI to create documents. Reported result (as claimed by the author): Described as his working setup in reply to a CPA asking how far agents can go with bookkeeping. Source: https://x.com/nickduncs/status/2111557334921097374 Tools they used: Claude Code, OpenAI Codex, Xero, Stripe, GoCardless, Google Workspace Category: Money Please: 1. Ask me 3 short questions about my situation (accounts I have, budget, what I want the output to look like). 2. Propose a step-by-step plan using these tools or cheaper alternatives, with the time and cost of each step. Use official pricing pages; say "check pricing" if unsure. 3. Then do the setup with me one step at a time, waiting for my OK before anything that sends messages, posts publicly, spends money or deletes data. 4. Finish with a checklist to run it again next time.
You are helping me set up this AI use case end to end in Codex. Goal: Let Claude Code and Codex reconcile Xero and prepare tax paperwork What the original author did: He gives Claude Code and Codex access to the Xero API, Xero in the browser for reconciliation, his email to find documents, Stripe and GoCardless APIs, past tax returns and a CPA portal, plus the Google Workspace CLI to create documents. Reported result (as claimed by the author): Described as his working setup in reply to a CPA asking how far agents can go with bookkeeping. Source: https://x.com/nickduncs/status/2111557334921097374 Tools they used: Claude Code, OpenAI Codex, Xero, Stripe, GoCardless, Google Workspace Category: Money Please: 1. Ask me 3 short questions about my situation (accounts I have, budget, what I want the output to look like). 2. Propose a step-by-step plan using these tools or cheaper alternatives, with the time and cost of each step. Use official pricing pages; say "check pricing" if unsure. 3. Then do the setup with me one step at a time, waiting for my OK before anything that sends messages, posts publicly, spends money or deletes data. 4. Finish with a checklist to run it again next time.
You are helping me set up this AI use case end to end in Grok Bot. Goal: Let Claude Code and Codex reconcile Xero and prepare tax paperwork What the original author did: He gives Claude Code and Codex access to the Xero API, Xero in the browser for reconciliation, his email to find documents, Stripe and GoCardless APIs, past tax returns and a CPA portal, plus the Google Workspace CLI to create documents. Reported result (as claimed by the author): Described as his working setup in reply to a CPA asking how far agents can go with bookkeeping. Source: https://x.com/nickduncs/status/2111557334921097374 Tools they used: Claude Code, OpenAI Codex, Xero, Stripe, GoCardless, Google Workspace Category: Money Please: 1. Ask me 3 short questions about my situation (accounts I have, budget, what I want the output to look like). 2. Propose a step-by-step plan using these tools or cheaper alternatives, with the time and cost of each step. Use official pricing pages; say "check pricing" if unsure. 3. Then do the setup with me one step at a time, waiting for my OK before anything that sends messages, posts publicly, spends money or deletes data. 4. Finish with a checklist to run it again next time.
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Guides for this use case
How to build your own invoicing and bookkeeping app with AI · How to use AI agents for taxes, bills and budgets · How to vibe code an app with Claude Code · How to use Claude Code and Codex together
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