Receipt & expense capture

Snap a receipt and it's logged and categorised, ready for the accountant.

What it's worth

Saves 30–60 min/week

Who it's for

Trades with a glovebox full of paper receipts and a bookkeeper who has to chase them every quarter.

DIY: how to set this up yourself

A high-level path to a basic version you can build in Claude on your own.

  1. Pick one place every receipt goes the moment you get it: a phone folder or app.
  2. Give Claude your usual expense categories, like materials, fuel and tools.
  3. Ask Claude to help set up a simple process for turning a photo into a logged, categorised expense.
  4. Build the habit of snapping receipts immediately rather than saving them up.
  5. Do a weekly tidy-up rather than a quarterly scramble.

Want the detailed, copy-paste build instructions and the exact prompts?

They're inside the Upstart AI community. Join up and get the full recipe for this project, plus every other one.

Unlock in the Community

Not sure if this is the right place to start?

Book a free strategy call

More from the Admin Assistant