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Generate expense reports from credit card statements

A founder built a small internal tool with Claude Code that scans his credit card statements. It picks out charges that look like business expenses and outputs a spreadsheet that separates confident matches from uncertain ones.

Tool
Claude Code
Source date

Credit: this use case was shared by @dylan_bridger on X. Summary written by Kitbox; see the original for full details.

Try it yourself

Our own starter prompt. Fill in the brackets, then paste it into Claude or your agent of choice.

Starter prompt
Read the credit card statement CSVs in this folder and pick out charges that look like business expenses for [TYPE OF BUSINESS]. Put them in a spreadsheet with two tabs: confident matches, and ones for me to review. Give a short reason for each.

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