How I Use Claude to Automate Tax and Bookkeeping (Beginner Tutorial)
I break down what Claude Code actually is, how to set it up properly in VS Code, and how I used it to build a real bookkeeping and tax automation for my business — invoices, expense categorization, Google Sheets, the whole thing.
📌 TIMESTAMPS:
0:40 – Setting up Claude Code in VS Code and project workspace
1:54 – CLAUDE.md explained: your project brain and structure
3:13 – Letting Claude auto‑build the bookkeeping + tax system from CLAUDE.md
4:12 – Reviewing the full system plan (invoices, Sheets, Drive, SOPs)
5:11 – Live test: generating and saving an invoice automatically
6:14 – Live test: categorizing bank statement expenses with accounting logic
8:10 – The real learning curve: IDE, files, and terminal, not programming
📂 RESOURCES MENTIONED IN THE VIDEO
🔗 My CLAUDE.md file (start from my exact foundation)
https://drive.google.com/file/d/1tEa1...
🔗 VS Code (free IDE for Claude Code)
https://code.visualstudio.com
👋 WHO AM I
I share AI tips, automation hacks, and money strategies for non-technical audiences, all shaped by my work and experience in tech.
☕️ CONNECT WITH ME
Instagram: @softgirlnocode
TikTok: @softgirlnocode