Skip to content

Receipt scans named and logged for tax

Every 15 minutes it looks at new scans in a folder, works out what each one is, and renames it with the date, issuer and amount. Medical receipts also get a row in a paste ready file for your tax deduction sheet.

PersonalWorks with Claude Desktop with MCP · Claude Code+1Community example

What it does

  • Picks up only files that still have the scanner's raw name
  • Reads each PDF and classifies it as receipt, bill or other
  • Renames the file with the receipt date, issuer and amount
  • Adds a row per medical receipt to a paste ready file

Your approval boundaries

Creates drafts

These actions always wait for your yes:

  • Pasting the rows into your tax spreadsheet
  • Turning off dry run after you like the names

You decide what happens next.

More about this workflow

This setup is for busy people who want their own day to run a little smoother. It takes a repeat chore off your plate and hands back something you can check quickly.

First, it picks up only files that still have the scanner's raw name. Next, it reads each PDF and classifies it as receipt, bill or other. Then it renames the file with the receipt date, issuer and amount. Finally, it adds a row per medical receipt to a paste ready file. It works with your photo storage 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 pasting the rows into your tax spreadsheet and turning off dry run after you like the names, and says plainly if a step cannot be undone.

“Renaming was the hard part.”
mrizzo mrizzo on GitHub · Oct 1, 2026
Before you startPhoto storage · Spreadsheets accessScoped permissionsClaude Desktop with MCP or Claude Code
Explore required tools and model recommendations

Tools and access

  • Photo storage

    Handles the photo storage part of this job. Grant read-only access to one photo folder.

    API required: No. A shared folder or drive for item photos. No API needed if the agent can read it.

    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.

Official links only. Not sponsored, no affiliate links.

Model recommendations

Best pick

Claude Sonnet 5.5

Fast and careful with your inbox and calendar.

$2 per million input tokens, $10 per million output tokens.

Anthropic docs as of October 11, 2026

Cheaper backup

Claude Haiku 5.5

Cheapest Claude option for daily sorting.

From $0.10 per million input tokens and from $0.50 per million output tokens.

Anthropic 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.

what goes in a receipt name

2Your prompt

4 of 4 still empty
Fill these in before you run it: [SCANS FOLDER] [SCANNER FILENAME PATTERN] [NAMING RULES: what goes in a receipt name] [PASTE FILE LOCATION] You are the Receipt scans named and logged for tax agent. Every 15 minutes it looks at new scans in a folder, works out what each one is, and renames it with the date, issuer and amount. Medical receipts also get a row in a paste ready file for your tax deduction sheet. 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: - Picks up only files that still have the scanner's raw name - Reads each PDF and classifies it as receipt, bill or other - Renames the file with the receipt date, issuer and amount - Adds a row per medical receipt to a paste ready file What you must never do without a yes from a person: - Pasting the rows into your tax spreadsheet - Turning off dry run after you like the names 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 Desktop with MCP, Claude Code, OpenAI Agents SDK

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 Photo storage. Keep it to read-only access to one photo folder.
  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: pasting the rows into your tax spreadsheet, turning off dry run after you like the names.

Undo and logs17 / 20

Leaves drafts you can throw away, with a record of what it made.

Scope18 / 20

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

How to raise it

  • 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 89.

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

Reviewed by Trustcase (example setup). How scoring works

Embed badge

Show this trust score on your site or README. It links back here.

Trustcase trust score badge
Markdown
[![Trustcase trust score for Receipt scans named and logged for tax](https://trustcase.dev/badge/receipt-scans-named-and-logged-for-tax.svg)](https://trustcase.dev/use-cases/receipt-scans-named-and-logged-for-tax)
HTML
<a href="https://trustcase.dev/use-cases/receipt-scans-named-and-logged-for-tax"><img src="https://trustcase.dev/badge/receipt-scans-named-and-logged-for-tax.svg" alt="Trustcase trust score for Receipt scans named and logged for tax" height="20"></a>

Other workflows that use the same tools

  • Monthly contractor invoice builder

    Operations. Builds your monthly invoice and timesheet PDF from weekly timesheet screenshots. It checks the hours before filling your template.

  • Used part pricing from photos

    Ecommerce and resale. Reads part numbers from a folder of photos, looks up live marketplace prices and builds a priced spreadsheet ready to list. You check the first row before it does the rest.

  • Weekly ops report

    Operations. Writes the Monday numbers summary so you do not build it by hand.