Supervised "Acting": The Bookkeeper on a Sandbox
Only now, with trust earned, do we let an agent act. Claude for Chrome can drive a sandbox QuickBooks for the UI-only jobs the connector can't — reconciliation and pay-run prep — but the agent prepares, and a human lodges.
The agent prepares — the human lodges
The connector can't reconcile, categorise the bank feed, or run payroll. Claude for Chrome can drive the QuickBooks web UI to do them — supervised, on a sandbox, with you reviewing.
An agent can safely
- ✓Prepare draft pay-run summaries
- ✓Reconcile draft figures against source reports
- ✓Produce exception / anomaly lists for review
- ✓Assemble a BAS working paper; pull super & PAYG totals
A human must
- ✗Lodge with the ATO
- ✗Approve or release payroll
- ✗Move money
- ✗Make final compliance decisions
Where's the Human?
Walk a supervised reconciliation and pay run. For each step, call it: agent prepares, or human acts?
The Australian context (re-verify with the ATO)
Super Guarantee 12%
On ordinary time earnings, effective 1 July 2025 — the final legislated step.
Payday Super from 1 Jul 2026
Super paid every payday, received by the fund within a short window. The SBSCH is closing.
STP each payday
Finalising a pay run lodges the STP pay event to the ATO. Categories must be classified correctly.
Reconcile in a sandbox, supervise every run, verify every figure — then a human lodges. Keep a registered BAS/tax agent in the loop. The agent prepares the books beautifully; it does not get to sign them. Educational only, not financial advice.