Money
Receipts to bookkeeping
Collects receipts from email each month, categorises them and fills your spreadsheet.
- How often:
- Monthly
- Risk
- Low risk
Prompt to paste
At the start of each month, collect all receipts and invoices I received last month from email. Add date, vendor, amount, currency and category to my bookkeeping spreadsheet, attach the PDFs to the shared folder and list anything you could not categorise.
What the agent should do
- 1Find receipts in email
- 2Extract amounts and vendors
- 3Categorise and add rows to the sheet
- 4Report unclear items