Sort a year of business expenses for your accountant
At tax time I have a year of card statements and no idea which charges were for the business.
Editorial workflow No patient data Individual access available
Source check: 2026-11-11 · Physician review: not yet recorded
The workflow
- Download your business card and bank transactions as a spreadsheet file.
- Delete account numbers, then upload the file to Claude.
- Ask it to sort each charge into categories you choose and total them.
- Spot-check the totals against the statements and send the result to your accountant.
Tools and cost
USD unless stated otherwise. Billing periods and eligibility matter. A tool listed here was not necessarily tested in the cited study.
Individual self-service
Consumer plan has no BAA; eligible commercial products are separate.
Individual self-service
Consumer Pro has no BAA; eligible commercial products are separate.
What the evidence supports
Claude’s Free plan supports file analysis and code execution. Expense categorization is an editorial workflow; classification accuracy and tax treatment are not established.
Primary product or guidance source · Read the source ↗
Where it goes wrong
AI category guesses are not tax advice, and your accountant decides what is deductible.