Fictional training data · About three minutes
Code it, or ask a question
Twelve invoices, an eight-account chart and a short firm policy. DEMO Practice Company · March 2026 payables.
Read the invoices → Run agent → Approve, change or hold each coding → Compare with the answer key.
Task, assumptions and data use
- Fictional training data. Twelve vendor invoices received in March 2026 for DEMO Practice Company, which closes its books monthly; the March close is at 2026-03-31.
- Code each invoice to exactly one account from the supplied chart, citing the policy clause that supports it, or mark it as needing information.
- “Needs information” is a valid, often correct, result. Do not estimate splits, guess service periods or assume a business purpose that the invoice does not state.
- Coding is a proposal for human review. Nothing is posted or paid in this exercise.
- The exercise sends only this fictional case through a Cloud Function to Anthropic. Temporary results and quota hashes are stored server-side for 24–48 hours. Reviews and grading stay in this browser.
The invoices
DEMO Cloudsheet Co. · Annual subscription, Team plan, 12 months
2026-04-01 to 2027-03-31 · Finance · SIM-CS-2026-114
SIM Paper & Toner · Copy paper, toner cartridges, folders
Delivered 2026-03-04 · Office · SIM-PT-5581
Fictional Laptop Depot · 3 laptops at $1,450.00 each, 3-year life
Delivered 2026-03-10 · Audit · SIM-FLD-0932
DEMO Print Systems · 1 production printer, 5-year useful life
Delivered 2026-03-18 · Office · SIM-DPS-7710
SIM HVAC Services · Replace failed compressor part to restore existing unit to working order
Service 2026-03-12 · Facilities · SIM-HV-3307
DEMO Legal Partners · Contract review, lease renewal
March 2026 · Admin · SIM-DLP-0418
SIM Ad Studio · Social media ad campaign
March 2026 · Marketing · SIM-AS-2290
DEMO Monthly Analytics · Monthly analytics subscription
March 2026 · Finance · SIM-DMA-0326
Fictional Travel Agency · Airfare, two staff to client site
Travel 2026-03-20 · Audit · SIM-FTA-8812
DEMO IT Bundle Ltd · Server, installation and 12-month support package (one price)
Delivered 2026-03-25; support to 2027-03-24 · IT · SIM-DIB-1150
SIM Consulting Group · Advisory services
Not stated · Admin · SIM-SCG-0077
Bistro DEMO · Dinner, “client dinner”; no attendees or purpose listed
2026-03-27 · Tax · SIM-BD-4419
Chart of accounts
- 1400 Prepaid expensesPayments for services covering future periods, amortized monthly under P2.
- 1500 EquipmentCapitalized equipment meeting P1. Depreciated over its useful life.
- 6100 Software subscriptionsSoftware-as-a-service and subscription fees for the current period.
- 6200 Professional feesLegal, accounting and consulting services for the current period.
- 6300 Office supplies and small equipmentSupplies and equipment below the P1 capitalization threshold.
- 6400 Repairs and maintenanceWork that restores an existing asset to working condition (P4).
- 6500 Travel and mealsBusiness travel, and client meals documented under P7.
- 6600 Marketing and advertisingAdvertising, campaigns and promotional services.
Firm policy
- P1 Capitalize equipment to 1500 when the cost per unit is $2,500 or more and the useful life exceeds one year. Items below $2,500 per unit go to 6300, even when several are bought on one invoice.
- P2 A payment of $1,200 or more covering a service period that extends beyond the current month is recorded to 1400 Prepaid expenses and amortized monthly. Smaller or single-month amounts are expensed in the period of service.
- P3 Software subscriptions are expensed to 6100 in the period of service, subject to P2 for prepayments.
- P4 Repairs that restore an asset to working condition go to 6400. Work that extends an asset’s life or adds capability is evaluated under P1.
- P5 If one invoice combines items that this policy treats differently and does not state the amount of each, hold it and request an itemized invoice. Do not allocate by estimate.
- P6 Service invoices must state the service period. If the period is missing, hold the invoice for clarification.
- P7 Client meals go to 6500 only when the attendees and the business purpose are documented. Otherwise hold the invoice for documentation.
- P8 Advertising and campaign services go to 6600 in the period the campaign runs.
Let the agent propose the coding
One live model request. “Needs information” is a valid answer. Nothing is posted or paid.