Turn receipts you forward into a weekly expense report, plus a yearly tax summary
Idea + starter prompt, not run by us yet
For: Owners and freelancers who dread expense reports and tax time
An article gathers user reports. One person forwards anything that looks like a receipt, and Cowork collects them and emails an expense report each Monday. Another gave it a year of bank and card transactions for a tax prep summary that came back in minutes. A homeowner had it dig through a decade of mail for repair jobs and turn them into an upkeep calendar. No accuracy figures are given for the money tasks.
Steps
- Set up one place to forward receipts, such as a folder or label.
- Ask for a weekly report with date, vendor, amount and category.
- For tax prep, download a year of transactions and ask for a summary by category.
- Check every report before using it. A separate file-renaming test got about 70% of names right, which says nothing about how accurate these reports are.
- Have an accountant check anything you file.
Starter prompt
Each week, read the receipts in [folder or email label]. Make an expense report with date, vendor, amount, category and a total per category. Flag any receipt you cannot read. Save it as [file]. Do not send it to anyone. Separately, read my transactions for [year] in [file] and summarise them by category for tax preparation, marking anything unclear.
Original post: christopheralarcon.com · found via agentusecases.ai. Written up in our own words. We haven't run it, so test it on made-up data first.