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Clear months of supplier invoices faster
A simple Claude + Pour & Track workflow for home fragrance makers.
If a folder of supplier invoices has been quietly building up for months, this is the quick-start version of how to clear it. You point Claude at the folder, it reads each invoice and returns the details as clean rows for your expenses sheet — while you get on with making. This overview guide covers the setup, the prompt, and the checks to run before you trust the output.
Inside this guide
- 1.Before you start — one folder for invoices still to be added, your expenses sheet open, and your columns decided first.
- 2.Structure your sheet — date, supplier, invoice no., items, batch numbers, subtotal, VAT, total, delivery, notes.
- 3.Use a clear prompt — ask for one row per purchase, and tell Claude to flag anything unclear instead of guessing.
- 4.Review the output — consistent supplier names, no duplicate invoice numbers, VAT and totals separated correctly.
- 5.Stay caught up — once the backlog is clear, Pour & Track keeps the day-to-day records in one place.
AI can speed up the admin. It should not replace your final check.
Download the guideFree · 10-slide overview guide · PDF
Works for candle, wax melt, room spray and diffuser makers.
From Invoices to Insights
The complete walkthrough, start to finish.
This page is the quick-start version: upload your invoices, get an organised tracker back. The full e-book goes further — downloading and setting up Claude Desktop, building a dedicated Project, the complete copy-paste prompt library, a worked nine-month cost and expenses tracker, troubleshooting for blurry scans and foreign currency, data privacy notes, and how to turn this into a 15–30 minute monthly habit instead of a nine-month backlog.
- ✦Step-by-step Claude Desktop setup, from download to your first Project
- ✦The complete prompt library for extracting, categorising and summarising invoice data
- ✦A finished, worked example: a full nine-month cost & expenses tracker
- ✦Troubleshooting for the snags that come up in practice — blurry scans, mixed-up invoices, foreign currency, upload limits
- ✦Data privacy & security notes, so you know exactly what you're uploading and why
- ✦How to turn this into a 15–30 minute monthly habit, so you never face a backlog like this again