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.
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 draftsThese 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.”
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 neededGoogle 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.
2Your prompt
4 of 4 still emptyYour 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.
- 1Set up Photo storage. Keep it to read-only access to one photo folder.
- 2Connect Google Sheets with its own login, not yours. Grant access to the single sheet it needs.
- 3Paste the prompt where your harness takes instructions. See the note under the Copy button.
- 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.
- 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.
Writes drafts and notes inside your tools, nothing leaves on its own.
Waits for a yes on: pasting the rows into your tax spreadsheet, turning off dry run after you like the names.
Leaves drafts you can throw away, with a record of what it made.
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.
[](https://trustcase.dev/use-cases/receipt-scans-named-and-logged-for-tax)<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>More personal workflows
- Inbox sorter
Clears the noise so you only see email that needs you.
- Calendar guard
Protects focus time and catches double bookings.
- Travel planner
Puts together trip options that fit your rules.
- Bill and subscription audit
Finds what you pay for every month and what you forgot about.
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.