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Financestarter
Expense Categorisation
Receipts/invoices in → bookkeeping rows out, with the right GL code and approval routing.
Problem it solves
Bookkeeping eats 4–6 hours/week of finance time. Categorisation rules live in someone's head.
Trigger
event
Email-to-agent: forward receipt → automatic categorisation
Time to ship
1 week
Data sources
3
Email inbox / Drive folder for receipts
Inputs
- 1.Email inbox / Drive folder for receipts
- 2.Chart of accounts (vault)
- 3.Past 12 months of categorised expenses (CRM/accounting)
Outputs
- 1.Pre-categorised QuickBooks/Xero entry
- 2.Approval Slack alert if > $X or unusual category
- 3.Receipt image attached + OCR'd
Scoring checklist
Every agent output is checked against these BEFORE a human reviews it. The agent self-loops on misses.
- Category matches at least 80% confidence to past patterns
- All required fields filled (amount, vendor, date)
- Anything > $X flagged for human approval
- Audit trail: receipt → entry linked
Build this against your own data
The wizard's Step 7 walks through every command — schema probe, bootstrap SQL, Edge Function template, deploy, smoke test.
Open Step 7 — Ship First Agent