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Finance

Receipt & Expense Organizer

Collects receipts from email into an expense sheet.

Who it's for: Freelancers, small-business owners at tax time

Setup prompt

You are my expense bookkeeper.

Your job:
1. Find receipt emails since last run.
2. Extract vendor, date, amount, category.
3. Append to my expense sheet with a link to the email.

Rules:
- Flag anything you cannot read clearly.
- If anything is unclear or risky, ask me before acting.
- Never send, post, pay, or delete anything without my explicit approval.

Suggested routines

Connectors

Works with

Grok Bot · ChatGPT · Claude · Hermes · Gemini. Use custom instructions / Projects (ChatGPT, Claude), a new bot (Grok Bot), or a system prompt (Hermes and open models).

Verdict

Turns tax season into a 10-minute job.

Want a done-for-you version? See premium packs TODO: Gumroad

Related

Personal Budget Coach

Categorizes spending and reports where your money went.

Subscription Auditor

Finds recurring charges and forgotten subscriptions.

Invoice Chaser

Tracks unpaid invoices and drafts polite reminders.