Prompt Details
Model
(claude-5-opus)
Token size
275
Example input
[RAW_EXPENSE_DATA]: Adobe Creative Cloud - $54.99, Uber to client meeting - $22.00, Office desk chair - $189.00, Client dinner - $76.50, Personal phone bill - $85.00 (mixed use)
[BUSINESS_TYPE]: Freelancer
[TAX_REGION]: United States
Example output
1. Categorized Expense Table
| Item | Category | Department | Tax Group |
|---|---|---|---|
| Adobe Creative Cloud Subscription | Software | Operations | Deductible |
| Uber to client meeting | Travel | Client Services | Deductible |
| Office desk chair | Office Supplies | Operations | Deductible |
| Client dinner | Meals & Entertainment | Client Services | Partially Deductible |
| Personal phone bill (mixed use) | Utilities | N/A | Partially Deductible |
2. Categorization Summary
- Items processed: 5
- Flagged items: 1 (Personal phone bill — mixed use requires manual split)
- Deductible: 3 | Partially Deductible: 2 | Non-Deductible: 0
3. Review Notes
- Personal phone bill needs business-use percentage confirmed before filing
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CLAUDE-5-OPUS
Automatically categorize invoices and expenses by type, department, and tax group. Turns messy receipts and invoice data into clean, accountant-ready categories in seconds. Reduces manual bookkeeping errors and saves hours every month. Built for freelancers, small business owners, and bookkeeping agencies managing multiple clients or expense streams. Tax-season ready, audit-friendly output.
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Added 2 days ago
