How to Automate Receipt Tracking & Expense Reports Using AI
- Jerad Larkin
- 4 minutes ago
- 2 min read
📋 Want the Free AI Prompt Used in This Video?
I made the exact prompt available as a free download. Copy it, paste it into Claude CoWork, and you're ready to go. No setup. No guesswork.
If you're still manually entering receipts into a spreadsheet at the end of the month, this is going to change the way you work. In this tutorial, I walk through exactly how I use Claude CoWork — Anthropic's desktop AI app — to automatically read every receipt in a folder and generate a perfectly formatted expense spreadsheet. No manual entry. No mistakes. Just clean, accurate data ready to submit.
What You'll Learn in This Video
How to download and set up the Claude desktop app
Why the Claude Pro plan (~$20/month) is worth it and how to use the Code feature in CoWork
How to give Claude access to a folder of receipts on your computer
How to use one simple copy-paste prompt to have Claude read every receipt and build your spreadsheet automatically
The exact spreadsheet columns I use: Title, Date, Receipt Amount, Expense Location, Merchant Name, Expense Type, Attendee, Attendee Title, Employer, and Justification
My Full Receipt System (Using Genius Scan)
The workflow I walk through in the video starts the moment I get a receipt:
Scan the receipt with Genius Scan (free iPhone app)
Name each file with attendee names and company info — Claude uses those file names to auto-populate the right columns
Export directly to Google Drive or Dropbox
Download all receipts at the end of the month into your Claude CoWork folder
Run Claude with the provided prompt
Get a clean, accurate spreadsheet — ready to paste into your expense system
Why This Works So Well
The secret is in how you name your files. When you name each scanned receipt with the attendee name and employer right in the file name, Claude pulls that information automatically when it builds the spreadsheet. You don't have to type a single thing.
This workflow eliminates manual data entry, cuts down on mistakes from misreading handwritten receipts, and makes month-end expense reporting something you can knock out in minutes instead of hours.
Who This Is For
If you're a real estate agent, title rep, lender, or small business owner who expenses meals and client entertainment, this system was built for you. It works whether you're processing 5 receipts or 50.
📋 Grab the Free AI Prompt
I made the exact prompt I use available as a free download. Just open the link, copy it, and paste it into Claude CoWork. That's it — you're ready to run.
Try It on Your Next Batch of Receipts
Watch the full video above, grab the prompt, and run it on your next set of receipts. I think you'll be surprised how fast it goes — and how much more accurate it is compared to doing it by hand.
If you found this helpful, subscribe to my YouTube channel for more AI productivity tips built specifically for real estate and mortgage professionals in the Denver Metro area.