All use cases

Everyday

Collect this month's receipts into a tracker

The receipt tracker contains one verified row per purchase with date, merchant, amount, category, source, and clearly marked missing evidence.

EveryoneFinance

Prompt

Find receipts and purchase confirmations for the requested month, match them to visible transactions when available, deduplicate repeated confirmations, and write date, merchant, amount, currency, category, receipt link, and match status to the tracker. Do not submit reimbursements or alter books.

Works with

GmailGoogle SheetsQuickBooks