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Sort a year of business receipts for year-end bookkeeping

Instead of filing receipts by hand at year end, this founder put them all into one folder. Claude Code went through every receipt and sorted them for bookkeeping across his companies.

Tool
Claude Code
Source date

Credit: this use case was shared by @amirmxt 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
In this folder there are receipts for [N] businesses. Read each file, work out which business and expense category it belongs to, and move it into a matching subfolder. Then write a summary CSV with file name, vendor, date, amount, business and category, and flag any receipt you are unsure about.

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