Invoice & Expense Categorization Workflow

Difficulty: Beginner | Time to implement: 15 min | Saves you: ~2 hrs/week Tools: ChatGPT / Claude + Make.com

This template has two parts: a ready-to-paste AI prompt that categorizes raw expense and invoice data into your chart of accounts, and a Make.com automation blueprint that connects your email or Google Drive to your accounting software (QuickBooks Online or Xero) — so new invoices and receipts are categorized automatically without manual data entry.