How I Automate My Bookkeeping with Claude Cowork

In this video, I show you how to take the first step towards automated bookkeeping with Claude Cowork. It's a super simple workflow where you dump your receipts in a folder, and then Cowork will rename them so that they are easy to hand off to the accountant. Here's the exact prompt I used: "I want you to categorise my receipts by renaming them. Here's the workflow: I'll dump the files in a folder You will rename them according to this convention: "date_provider_expense-account" Example: 2026-03-15_apple_6810.pdf You should accept all file types as input (jpeg, pdf, png, etc) Use the attache…