Playbooks / Finance + Money Ops / Payables + Expenses
Expense Categorization Prep
Organizes receipts and expenses into clean categories the accountant expects. Ambiguous items flagged as questions, never guessed.
How to run it
Open Finance + Money Ops > Payables + Expenses > Expense Categorization Prep in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Expense Categorization Prep workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Organize receipts and expenses into clean categories the accountant expects. Ambiguous items flagged as questions, never guessed.
Put this workflow to work.
The Finance + Money Ops agent ships with this one installed. Open the demo and ask it to run the Expense Categorization Prep workflow on something of yours.