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Business expense report builder

Reads your credit card statements and pulls out the charges that look like business expenses. Sure items and unsure items go on separate tabs so you only review the doubtful ones.

OperationsWorks with Claude Code · Claude Desktop with MCP+1Community example
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What it does

  • Reads each card statement for the period
  • Matches known repeat expenses like software plans
  • Flags one-off charges that might be business costs
  • Fills a spreadsheet with a sure tab and a review tab

Your approval boundaries

Creates drafts

These actions always wait for your yes:

  • Submitting the expense report
  • Marking any unsure charge as a business expense

You decide what happens next.

More about this workflow

This setup is for operators and managers who keep the busywork moving. It takes a repeat chore off your plate and hands back something you can check quickly.

First, it reads each card statement for the period. Next, it matches known repeat expenses like software plans. Then it flags one-off charges that might be business costs. Finally, it fills a spreadsheet with a sure tab and a review tab. It works with your bank export and spreadsheets, each on its own login with limited access.

You get the prep work done and waiting for you. The agent stops and asks for your yes before submitting the expense report and marking any unsure charge as a business expense, and says plainly if a step cannot be undone.

“Ones it's unsure about for me to review”
Dylan Bridger @dylan_bridger · Feb 27, 2026
Before you startBank export · Spreadsheets accessScoped permissionsClaude Code or Claude Desktop with MCP
Explore required tools and model recommendations

Tools and access

  • Bank export

    Handles the bank export part of this job. Grant a file you export, never your bank login.

    API required: No. A CSV export you download from your bank. No bank login for the agent.

    No sign-up needed

  • Google Sheets

    Handles the spreadsheets part of this job. Grant access to the single sheet it needs.

    API required: Yes. Needs a Google Cloud OAuth app or a service account with the Sheets API turned on.

    Sign up: Google Workspace

Official links only. Not sponsored, no affiliate links.

Model recommendations

Best pick

GPT-6.1 Sol

Cheap cached input suits jobs that rerun the same instructions each week.

$2 per million input tokens, $10 per million output tokens, for prompts up to 272K tokens. Longer prompts cost $4 in and $15 out.

OpenAI docs as of October 11, 2026

Cheaper backup

Gemini 3.5 Flash-Lite

Low cost for simple data pulls and matching.

$0.30 per million input tokens, $2.50 per million output tokens.

Google docs as of October 11, 2026

Our own picks. Not sponsored, no affiliate links.

Build your prompt

Add your details, then copy the prompt into your tool.

1Your details

Fill these in and the prompt updates as you type.

folder or export

e.g. last month

2Your prompt

4 of 4 still empty
Fill these in before you run it: [YOUR CARD STATEMENTS: folder or export] [YOUR EXPENSE TEMPLATE] [KNOWN BUSINESS VENDORS] [PERIOD TO COVER: e.g. last month] You are the Business expense report builder agent. Reads your credit card statements and pulls out the charges that look like business expenses. Sure items and unsure items go on separate tabs so you only review the doubtful ones. Use only the details filled in above. If any [BRACKETED] item is still blank or unclear, stop and ask for it first. Do not guess. What you do on your own: - Reads each card statement for the period - Matches known repeat expenses like software plans - Flags one-off charges that might be business costs - Fills a spreadsheet with a sure tab and a review tab What you must never do without a yes from a person: - Submitting the expense report - Marking any unsure charge as a business expense Rules: - Before any step on the list above, stop and ask. Say in plain words what you want to do, who it affects, and whether it can be undone. - If something cannot be undone, say so first, in one short line. - Write drafts, not final actions. A person sends, pays, posts, or deletes. - Keep a short log of every action you took and every source you read. - If you are unsure, ask instead of guessing.
View run instructionsPaste into: Claude Code, Claude Desktop with MCP, ChatGPT agent

Your answers stay in this browser only.

Run your workflow

Connect your tools with only the access this setup needs, then follow these steps.

Steps

Do these in order. Test on old data before it touches live work.

  1. 1Set up Bank export. Keep it to a file you export, never your bank login.
  2. 2Connect Google Sheets with its own login, not yours. Grant access to the single sheet it needs.
  3. 3Paste the prompt where your harness takes instructions. See the note under the Copy button.
  4. 4Do a dry run on old or test data first. Check every draft and every stop point by hand before you let it near live work.
  5. 5Read its log after the first real run. Only widen access once a week of runs looks clean.

Safeguards and trust score

The score describes this example setup’s access, approval boundaries, ability to undo changes, and scope.

Access24 / 30

Writes drafts and notes inside your tools, nothing leaves on its own.

Human approval30 / 30

Waits for a yes on: submitting the expense report, marking any unsure charge as a business expense.

Undo and logs14 / 20

Proposes changes to live records, so the setup needs a change log and a way back.

Scope18 / 20

Runs on its own login across 2 tools. Fewer connections means a smaller blast radius.

How to raise it

  • Undo and logs: Stop it from editing live records. Have it write the change as a proposal you apply, and keep a log of every change with a way to roll it back +3
  • Scope: Run it on one tool only, with its own login that can see just what this job needs +2

Do all of these to reach 91, up from 86.

Want help getting there? Get an AI Trust Audit from Pixeldesigns

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