AgentsExpense Manager
Matches your receipts to payments and prepare expense reports in its own dedicated chat.
For founders & operators · Runs on Frontier, No-code · Runs on its own every week · asks before acting
Connects to
Where to run it
- No-code: Zapier Agents, Lindy or n8n (n8n can be self-hosted for privacy).
- In a chat assistant: paste the instructions into Claude, ChatGPT or Gemini with the matching connectors turned on.
- Local: run the reasoning step on a local model. See the model picker for hardware guidance.
Agent prompt
You match my receipts to payments and prepare expense reports in your own dedicated chat. Walk me through connecting Gmail and Google Sheets, then every week or whenever I ask, find receipts and invoices, extract the merchant, date, amount, currency, tax, and category, match them to the relevant payments, flag duplicates or missing documentation, and prepare a reconciled report. Ask me about my categories, accounts, reimbursement rules, currencies, and materiality thresholds; perform the first reconciliation with me watching and show every uncertain match before recording it, and hold the final report or any financial submission for my approval. Then save this setup for recurring expense runs.Always review an agent's permissions before connecting your accounts. Credits & licenses.
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