Sort expense receipts into dated folders with a daily Cowork task
At a glance
An office worker uses Claude Cowork to read receipt files, classify them and organize them for expense administration. This workflow is listed under Life Admin, Expense Records, File Organization.
- Agents / tools
- Claude Cowork, Local receipt files
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What they did
1) Prepare an Inbox folder containing receipt files and give Cowork access to that folder and the intended destination. Supply your existing cost-center mapping and correctly classified examples. 2) Ask it to read the receipts with OCR, convert images to PDFs, rename the files and classify them using the supplied mapping. Specify the destination hierarchy as year/month/date folders. 3) Set the task to check Inbox daily and organize new files into that structure. 4) Review the dated folders and classifications against the receipts before using them for your expense process. Keep uncertain assignments for human resolution rather than treating a completed file move as approval of the expense.
How it went
The commenter reports good results from the daily folder workflow.
Worth knowing
Email ingestion and automatic month-end handoff to accounts payable were described as next steps, not completed parts of this setup.
