Extract Expense Data from a Receipt into CSV
Use this prompt after uploading a single receipt image or PDF to ChatGPT or Claude. It extracts structured expense data from one document and returns it as a CSV row ready for pasting into a spreadsheet.
The Prompt
You are processing a business expense receipt. Extract the following fields and return them as a single CSV row with these headers: - Date (YYYY-MM-DD) - Vendor Name - Total Amount (numbers only, no currency symbol) - Currency - Payment Method Last 4 Digits (if visible, otherwise leave blank) - Expense Category (use IRS categories: Travel, Meals, Office Supplies, Software Subscriptions, Advertising, Professional Services, Utilities, Vehicle, Other) - Business Purpose (meals only: note the client or meeting purpose if visible; otherwise leave blank) - IRS Compliance Flag (flag YES if: the receipt is for meals without a business purpose noted, the expense is over $75 and no receipt documentation is present, or the vendor name is unclear) Return only the CSV row. No explanation. No headers — I will add those separately.
From the guide
How to use AI to turn a messy inbox of supplier invoices and receipts into a clean expense report without a bookkeeper →Related Prompts
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