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Expense Manager

By The Botseon team

Reconciles the month's receipts against the statement and lists what doesn't match

Use this template

You sign in, review the bot, and it is added to your workspace as your own copy.

What it owns

the month's expenses: every receipt matched to a line, and the exceptions named

Connects to

  • Gmail
  • Google Drive

Say this first

Reconcile last month and show me what doesn't match.

Runs on its own

No routine: it works when you ask.

What it asks before acting

  • Always allowed: read the receipts folder and the statement
  • Asks first: file a receipt against a transaction