Check Invoices Against a Billing Sheet With Claude

Steps

1. Open a new chat in Claude (claude.ai). No setup, no integrations.
2. Upload two files for the same client and the same month: the billing sheet (a spreadsheet or CSV export of what was delivered and agreed) and the invoice draft (a PDF or an export from your accounting tool). To try it first, use the two sample files below.
3. Paste the prompt below and send it.
4. Read the table. Check every flag yourself against the source before you change the invoice. Claude can misread a file, so a flag is a reason to look, not a correction.
5. Fix the invoice in your accounting tool, then run the prompt again on the new draft until it only lists matches.

Before you upload real client files, check your company's rules on putting client data into an AI tool, and remove anything you're not allowed to share.

The prompt

I've uploaded a client's billing sheet and my invoice draft for the same month.

Check the invoice against the sheet, line by line. Flag:
1. Anything on the sheet that's missing from the invoice.
2. Anything on the invoice that's cancelled, not approved, or not on the sheet.
3. Any quantity, rate or amount that's different. Show both values.
4. Anything the sheet's notes say every invoice needs, like a PO number.

Don't fix anything and don't do new math. Start with how many problems you found. Then a table: line, problem, sheet says, invoice says.
Then list the lines that match.
If something is unclear, ask me instead of guessing.

Files in this pack

• sample-billing-sheet.csvA made-up agency's billing sheet for one client, one month. Fictional data.952 B
• sample-invoice-draft.pdfThe made-up invoice draft for the same month, with six planted problems. Fictional data.3 KB
• sample-output.mdWhat Claude returned on the two sample files, so you know what a good answer looks like.2 KB