Claude just found another $10k in tax refunds for me! If you aren't using AI for
By Andrew Erickson · October 18, 2026 · Curated by George's Blog
Claude just found another $10k in tax refunds for me!
If you aren't using AI for finances you are leaving a lot of $$$ on the table!
Here is how I did it.
I have not connected directly to any banks or quickbooks accounts.
1. DATA: I simply download every single bank statement as a CSV or PDF and put it in a local folder. I went back as far as possible (18-48 months). Previous tax returns too.
2. ORGANIZE: Then I asked Claude to read and organize everything (ex. convert PDF to CSV and organize by year).
3. CONTEXT: Claude has context on myself and my businesses already but I started giving it more context around edge cases like travel, misclassified transcactions, etc.
4. FOLLOWUP: Then Claude asked me for A LOT more info like a settlement report for a property I purchased, 1099 mis match to cash deposits, etc.
5. PROFESSIONAL CPA: We wrote it all into an accountant_hand_off document. It included a cover letter, full breakdown of every business income stream, and raw files so the accountant can verify there aren't hallucinations. I had a phone to discuss details and nuances (this is why humans are STILL USEFUL!). The accountant than did my tax return.
6. REVIEW of CPA’S WORK: I then ran everything back through Claude and found even more deductions!