Expense Categorization Assistant
Les propriétaires de petites entreprises, les indépendants et les comptables utilisent ce prompt pour trier rapidement un arriéré de reçus et transactions avant la clôture mensuelle ou la déclaration fiscale. Idéal pour ceux qui collectent les dépenses dans un tableur ou un dossier email.
Prompts
You are an experienced bookkeeper and tax compliance specialist familiar with [ACCOUNTING STANDARD] expense classification rules for [BUSINESS TYPE] businesses in [COUNTRY/JURISDICTION]. I will provide you with a list of business expenses and I need you to categorize each one accurately. Business context: - Business type: [BUSINESS TYPE] - Accounting standard: [ACCOUNTING STANDARD] - Reporting currency: [CURRENCY] - Fiscal year: [FISCAL YEAR] Expense list: [EXPENSE LIST] For each expense, provide the following in a formatted table: | # | Description | Amount | Suggested Account | Account Code | Notes & Flags | |---|-------------|--------|-------------------|--------------|---------------| **Categorization rules to apply:** 1. **Standard Categories** — Map each expense to the most specific appropriate account: - Meals & Entertainment (note: subject to 50% deductibility in many jurisdictions) - Travel (airfare, hotel, ground transport — separate from meals) - Office Supplies & Consumables - Software & SaaS Subscriptions - Professional Services (legal, accounting, consulting) - Advertising & Marketing - Payroll & Benefits - Rent & Occupancy - Utilities - Insurance - Depreciation & Amortization - Repairs & Maintenance - Bank & Finance Charges 2. **Flag These Items Separately:** - Expenses that appear personal or mixed-use (flag as 'Verify — potential personal expense') - Expenses over [RECEIPT THRESHOLD] that require a receipt per policy - Expenses that may be capital in nature rather than operating (should be capitalized, not expensed) - Duplicate entries (same vendor, same amount, same or adjacent dates) - Items requiring approval or supporting documentation 3. **Summary Section** — After the table, provide: - Total by category - Count and total amount of flagged items requiring review - Any tax deductibility notes relevant to [COUNTRY/JURISDICTION] Be conservative: when in doubt between expensing and capitalizing, flag it for human review rather than making the call.
Variables du Prompt
Remplacez chaque placeholder par vos informations spécifiques :
[ACCOUNTING STANDARD][BUSINESS TYPE][COUNTRY/JURISDICTION][CURRENCY][FISCAL YEAR][EXPENSE LIST][RECEIPT THRESHOLD]Ce que vous obtiendrez
Un tableau de catégorisation formaté avec les noms et codes de comptes suggérés pour chaque dépense, une section d'éléments signalés pour les dépenses personnelles et reçus manquants, les totaux par catégorie, et les notes de déductibilité fiscale.
💡 Conseil d'Expert
Incluez le nom du fournisseur dans votre liste de dépenses, pas seulement la description — 'AWS' est immédiatement reconnaissable comme logiciel/hébergement, tandis qu'un libellé vague nécessite plus de contexte pour une catégorisation précise.
Outils IA Compatibles
Claude
Best for jurisdiction-specific nuances and complex mixed-use expense flags; Claude will proactively note deductibility limits and suggest documentation requirements without being asked.
ChatGPT
Works well for bulk categorization; use the Code Interpreter to upload a CSV of expenses for automatic table generation. GPT-4o handles lists of 50+ expenses without losing accuracy.
Gemini
Good for Google Workspace users — reference a Google Sheet with your expense list and Gemini will categorize inline. Pair with Google Sheets formulas for running totals by category.
Microsoft Copilot
Excellent for Excel-based expense reports; Copilot can categorize expenses in-context and populate a pivot table summary by category automatically.