Answer
Can AI match company credit card charges to jobs and catch missing receipts?
Claude, an AI assistant like ChatGPT, can match company card charges to jobs and catch missing receipts. Add the month's card statement as a file or a screenshot, with account numbers blacked out. It sorts each charge into the right category and matches it to the right job. It flags a missing receipt or a double charge. My own statement went from 2 to 3 hours of my time every month to one approval.
Eugeen Bernan, COO of a 90-person New York contractor.
How to do it
- Give it the month's card statement. Black out account numbers first.
- Each charge gets coded to the right account and matched to the right job.
- Each charge is matched to its receipt, and the missing ones get flagged.
- It flags a double charge or a wrong category.
- You get a coded statement that ties to the penny, and a short list of receipts to chase. You approve the charges.
See it for yourself
- Expense reconciliation sample
Every card charge sorted and matched to its job, with missing receipts flagged. Invented sample data.
- See a sample expense report
The full report, on invented data.
- The record
Where the company card statement sits among the work AI does in our own company.
- The free MONEY REPORT file
Card spend goes into the one page that tells you if you're making money.
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