Danny de Vries

Stop re-deciding the same vendor every single month

Paste the vendors that keep landing in the wrong bucket and get one durable rule each — so next year's statements sort themselves instead of you re-deciding from memory.

6 lessons self-paced Verifiable certificate

About this course

Some vendors never sort the same way twice — the AMEX charge that's sometimes parts and sometimes personal, the fuel stop, the software you forget to file. This course shows you how to turn each one into a written rule, once, instead of re-deciding it every reconcile.

Skills you'll gain

Spot the vendors that are actually costing you time — the ones you re-judge every month Turn a vendor you know by memory into a written rule: account, business-vs-personal default, match keyword Handle the honest split cases (part business, part personal) without pretending they're simple Write a plain-English deductibility note without guessing at numbers your accountant hasn't confirmed Save rules to your Company Memory once so your Statement Reconciler applies them automatically

Tools you'll learn

Claude

Instructor

Danny de Vries

Danny has spent a decade building and selling software — more than 20,000 products shipped to real customers. He wrote the book Generative AI READY. Everything here is a tool he actually built and uses, handed to you finished — English is the new programming language.

Curriculum

Module 1 — The play

  • The judgment call you keep making from scratch
  • Say what each vendor usually is — get a rule back
  • A draft you confirm, not a filed number

Module 2 — Do it

  • Watch the demo
  • Try it on your own trouble list

Module 3 — Grab the skill

  • Install the skill
Free
  • 6 lessons · lifetime access
  • Verifiable certificate on completion
  • Secure hosted checkout