🚨 Claude Scheduled Tasks changed Finance forever.
🚨 Claude Scheduled Tasks changed Finance forever.
I built 15 automated finance routines for UK business owners.
It's an AI agent that runs on a schedule inside your desktop app.
Here are 15 ready-to-use tasks that keep your numbers visible between accountant meetings:
→ Weekly cash flow pulse check every Monday before you start work
→ Daily overdue invoice flag so nothing goes cold
→ Monthly tax position summary so you know what to set aside
→ Quarterly VAT prep checklist that gathers everything before the deadline
→ Weekly P&L snapshot translated into plain English
→ Monthly salary vs dividend data pull based on current thresholds
→ Weekly expense categorisation cleanup so your books stay tidy
→ 90-day HMRC deadline early warning scan
→ Monthly KPI summary built from your actual numbers
→ Weekly competitor and market rate scan for your industry
→ Monthly pension contribution data review
→ Quarterly business health snapshot tied to your goals
→ Weekly lead and pipeline follow-up reminders
→ Monthly subscription and overhead audit to flag wasteful spending
→ Annual year-end tax planning countdown starting 90 days before year end
Each one comes with the exact prompt, the schedule, and a step-by-step setup guide.
These won't tell you what decisions to make.
That's what your accountant or fractional CFO is for.
What they will do is make sure you never walk into a financial conversation blind.
Want the full playbook?
1) Connect with me so I can DM you
2) Comment "FINANCE"
I'll send it straight to your inbox.