Finance & Accounting
Prepare an expense report from receipts
Turn receipt details into a draft table and totals for a person to check.
- You provide:
- Receipt text or an approved practice folder, Expense columns and categories, Currency and business-purpose notes
- You get:
- Draft receipt table, Category totals, Missing information and items to review
An example of the result
Illustrative example · fictional input
- Sample input
- Fictional practice receipts. All amounts are EUR. These are text examples, not scans or bank records. Receipt A: City Cab, 4 October 2026. Airport trip for a business meeting. Subtotal 24.00; tax 0.00; tip 3.00; total 27.00. Receipt B: Harbor Cafe, 2026-10-05. Lunch with a fictional client. Subtotal 40.00; tax 4.00; tip 6.00; total 50.00. Practice categories: travel and meals. Expense columns: Date, Vendor, Category, Subtotal, Tax, Tip, Total, Notes. Claim eligibility has not been approved.
- Illustrative output
- Illustrative draft: City Cab, 2026-10-04, travel, EUR 27.00; Harbor Cafe, 2026-10-05, meals, EUR 50.00. Total EUR 77.00. Both entries still need a person to confirm business purpose and claim eligibility.
Compare every entry with its receipt Check tax, tips, duplicates and totals Decide claim eligibility and submit through the normal expense system
How would you like to get started?
Setup guide
Try this in Claude Cowork
A paid Claude plan with Cowork task access. An active internet connection. For the optional folder exercise, Claude Desktop for macOS or Windows must stay open and connected.
- Open Claude Desktop. Select Cowork if the message box offers it; otherwise describe the task directly in the new Claude experience.
- Paste the fictional practice prompt and receipt text below. Ask for a draft in the chat first; no bank account or expense-system connection is needed.
- Check each row and the EUR 77.00 total against the two practice receipts.
- For a folder exercise, open the linked expense-demo repository, use Code > Download ZIP and extract it to a practice folder. Its four receipts are synthetic text files.
- Select only that practice folder in Claude Desktop and use the repository's task prompt. Review the planned output files and the resulting CSV manually before using your own approved data.
- The dates match the two receipts and use YYYY-MM-DD.
- City Cab is EUR 27.00, Harbor Cafe is EUR 50.00, and the total is EUR 77.00.
- Tax and tip amounts are not counted twice.
- Eligibility and business purpose remain for a person to confirm.
Includes fictional input. Run it in Claude Cowork and review the result before using it.
About this guide
Written by JuicyAgents using public documentation. We have not run this setup ourselves. Guide updated 2026-10-06.
Read the official Claude Cowork guide (opens in a new tab)