📒 Company bookkeeping
Money in, money out — and a morning dashboard.
BOB, set up simple bookkeeping for my company. First interview me: what we sell, our main expense categories, which currency we work in, and who issues invoices. Then create a money-in / money-out table, fill in a few example entries, tell me the totals so far, and build a live dashboard I can open every morning.
Claude asks first: what you sell · expense categories · currency · who invoices
A ledger with income/expense chips and invoice numbers, six entries in, and an instant answer computed from the live data: income 9 050 · expenses 5 060.40 · net +3 989.60. Plus a PIN-protected dashboard — totals, a category chart and the latest entries, updating itself as new records land.
The published dashboard in a browser. Click a chart bar and the whole page cross-filters.
Run it on your data
Works on a free account: sign up at web.bob.tools, connect the BOB Tools connector in Claude, paste the prompt — and answer the questions. Next recipe: 🚧 Vehicle gate pass →