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Expense sorting agent

Forward a receipt and it pulls out the shop, the date, the amount and the tax, picks the right category and adds a row to your sheet, ready for your accountant.

Start this agent See plans

Quick facts

Runs: Runs on every receipt
Needs: Forwarding email, Google Sheet
Access: Read, and send with your approval
Setup time: About 5 minutes
Plans: Growth and up

What it does

STEP 1

Receipt arrives

You forward it, or the shop emails it to your AppBird address.
STEP 2

Reads the document

Pulls out supplier, date, amounts and tax.
STEP 3

Picks a category

Only from the list you wrote, never a new one.
STEP 4

Files the row

Adds it to your sheet, flagging anything large or odd.

Runs on its own

Reading forwarded receipts
Adding rows to your sheet

Waits for your approval

Anything over your limit
Anything it could not read clearly

You can switch any task to automatic once you trust it.

What you tell it when setting up

Question	Why it is asked
Your categories, one per line (needed)	For example: Travel Supplies Software Meals Rent
Ask me about anything over (needed)	For example: 2000
Tab to add rows to	For example: Expenses