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June 9th, 2026
1 min read
Claude just launched an Excel add-in, so we ran it through three mock accounting files to see if it holds up. A restaurant's bank statement cleanup for QuickBooks import, a dentist's aging report prioritization, and a restaurant's P&L. Jack Thompson walks through what worked, what broke, and what you need to check before you trust the output.
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Jack Thompson is a Project Accountant at TMA, dedicated to helping small businesses stay organized, confident, and financially strong. He works alongside business owners on their accounting and reporting, and brings a passion for using modern technology to make the numbers clearer and the process easier.
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