What the agent did
He gave Grok Bot the company's general ledger for the whole year and asked it to find duplicate payments. Most of the flags turned out to be fine, but one landscaper had billed twice for the same job. His bookkeeper then called the vendor.
Result, as claimed
They gave us a credit of just under $700.
This is the result as the person described it in public. It has not been checked and is not a typical outcome.
Proof
Try it yourself
An agent that checks a year of business transactions for duplicate vendor payments and gives you a short list to verify.
Difficulty: Beginner
Prompt
Here is my general ledger export for [year] from [accounting tool], as a CSV. Find possible duplicate payments: same vendor with the same or close amount within [60] days, or the same invoice number paid twice. For each match, show both rows, why it looks like a duplicate and how sure you are. Group likely false alarms, such as installments or the same job split across [units or projects], separately. Do not contact any vendor. Give me a list I can check against invoices.Tools
- Grok Bot What was used in the story
- Claude Alternative. Claude Code can also work through large CSV files locally
- Xero Example accounting tool to export the ledger from
Steps
- Export a full year of transactions as a CSV.
- Run the prompt and read the likely duplicates first.
- Pull the original invoices for each match.
- Contact the vendor yourself, or have your bookkeeper do it, for any real double charge.
Watch out: Most flags may be normal, like installments or split jobs, so confirm each one against the invoice before asking for money back.
Starter version by Solopreneur Code