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Receipt and expense categorizer

Reads receipts forwarded to an inbox, extracts vendor, amount, date, and category, and appends them to a spreadsheet for monthly bookkeeping.

FinanceBookkeepingEmail

Tools

How to set it up

  1. 1Set up a label or address for forwarded receipts.
  2. 2Have the agent extract vendor, date, amount, currency, and category from each.
  3. 3Append rows to a sheet; flag low-confidence items for review.
  4. 4Reconcile against your bank statement monthly.

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