Skip to content
agentusecases
Money & Bills

Turn a folder of receipt photos into a monthly expense report

A self-hosted agent watches a folder, reads each receipt photo, categorizes the expense and appends it to a spreadsheet you can hand to your accountant.

Difficulty
Intermediate
Setup time
About 45 min to set up
Published

How it works

  1. Point the agent at a synced folder where you drop receipt photos.

  2. It extracts merchant, date, total and tax from each image.

  3. Each line is categorized and appended to a monthly spreadsheet.

  4. On the last day of the month it sends you a summary in your chat app.

The prompt

Replace anything in [brackets] with your own details.

Watch the folder ~/Receipts. For every new image or PDF, extract merchant, date, total, tax and payment method. Categorize it as one of: Software, Travel, Meals, Equipment, Office, Other. Append a row to ~/Finance/expenses-YYYY-MM.xlsx and move the file to ~/Receipts/processed. If a value is unreadable, message me on Telegram with the image instead of guessing. On the last day of each month, send me totals by category.

Reported result

Monthly bookkeeping went from an evening to a quick review.

As reported by the source. Results depend on your setup and data.

Related use cases

All in Money & Bills