If you only build one finance bot, build receipt matching.
Inputs
- Expense export for the week
- Finance inbox / shared drive of receipts
- Expense policy PDF
Success criteria before scheduling
- <5% false matches on a manual audit of 50 rows
- Owners say drafts sound accurate
- Totals still reconcile
Then list or find similar bots on Grokdir Finance.
Prompt
Match receipts to expenses for this week. Produce: matched pairs, unmatched expenses, unmatched receipts. For each miss, draft one owner follow-up. Cite policy when a receipt is incomplete. Do not send email or change expenses.