Use casesReporting

Every receipt in one sheet, ready for the accountant

Mitra turns the receipts buried in your email into a spreadsheet. Every Friday the agent finds the receipts and invoices that arrived that week. Each becomes one row with the date, the vendor and the amount, and a link back to the original email.

Runs: Fridays at 6pm
Used by: Freelancers · Founders

The prompt

Every Friday at 6pm, find this week's receipts and invoices in Gmail. Write each one to my 'Expenses' sheet with the date, vendor and amount.

Gmail

Google Sheets

Build this agent

200 credits to start · no credit card

What the agent actually does.

Find the receipts
The agent reads the week's mail and keeps what is actually a receipt or an invoice, not every message mentioning a price.
Read the numbers off it
The date, the vendor and the amount are taken from the message or its attachment rather than from the subject line.
Write one row each
Each receipt becomes a row in the sheet you already use, in the columns your accountant already expects.
Link the original
Every row carries a link back to the email it came from, so any figure can be checked against the source.
Skip what is already there
A receipt written in an earlier week is not written again, so the sheet stays a ledger rather than a pile.

Make it yours.

For the freelancer or founder who does their own books, and finds the receipts the week the tax return is due. Change any of this by saying so — there is nothing to rewire.

Split personal and business cards into two tabs.
Add the currency, for anything billed from abroad.
Run it monthly instead, on the last working day.

Questions, answered.

How do I get receipts out of my email and into a spreadsheet?

Mitra reads your mail on a schedule, keeps what is genuinely a receipt or invoice, and writes the date, vendor and amount to your sheet. Each row links back to the original email. You do not forward anything or install a scanner.

What if the amount is inside a PDF attachment?

Mitra opens the attachment and reads the figures from it, so a receipt sent as a PDF is treated the same as one written in the body. If a document is unreadable, the agent writes the row with a note rather than guessing at the number.