File a batch of reimbursement claims from invoice PDFs
Idea + starter prompt, not run by us yet
For: Employees who have a pile of eligible receipts and a slow claims portal
The user had Claude Code read each invoice PDF for the eligible amount and date, then submit claims in an already-open portal. Claude spotted two duplicates. The Chrome extension could not upload files and was slow, but Claude Code with Playwright MCP worked. After the first claim, it wrote a script and sent about a dozen in roughly two minutes.
Steps
- Export your invoice PDFs into one folder and sign in to the claims portal yourself.
- Ask Claude Code to read the PDFs and make a table of date and eligible amount. Check it, including any flagged duplicates.
- Do the first claim with Claude watching, then ask it to script the rest only after you approve the first.
- If the browser extension cannot upload files, try Playwright MCP, which could.
- Check the portal's list of submitted claims against your table at the end.
Starter prompt
Trial first: make [3] made-up invoice PDFs, one of them a duplicate, in a folder called [claims-trial]. Build the table from those only and write it to [trial-table]. Do not log in to the portal during the trial. In [invoices folder] are my real invoice PDFs. After my yes, read each one and make a table with order date, eligible amount and file name. Flag duplicates and anything unclear. Show me the table and wait. Once I approve it, I will log in to [claims portal] myself. Then submit the first claim and stop so I can check it. Stop and wait for my yes before each further claim, or each named batch. Showing me a filled-in form is not permission to submit. Never click a final submit without my go-ahead. Do not ask for my login details.
Original post: b2.broom9.com · found via agentusecases.ai. Written up in our own words. We haven't run it, so test it on made-up data first.