Match inbox receipts to card transactions: AI agent prompt
Find receipts in your email and line them up with your card statement so every charge has proof before month-end.
FinanceReconciliationbeginnerThe prompt
Here's my card statement for [month]: [paste date, merchant, amount]. Here are receipts I found in my email: [paste or attach]. Match each receipt to a transaction and show your reasoning (merchant, amount, date). Then list: charges with no receipt, receipts with no matching charge, and any amount mismatches. Don't change anything in my books; give me the list to approve.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into Extend Receipt Agent, Gmail/Outlook, ChatGPT and review the answer before you use it.
Works with: Extend Receipt Agent, Gmail/Outlook, ChatGPT, Claude, Gemini
Real-world example: wearethefrontier.org/world/us/2026/10/14/extend-ai-receipt-agent-launc
Featured in: Free AI agent prompts for small business (beginner-friendly) · ChatGPT prompts for business email, replies and follow-ups · ChatGPT prompts for bookkeeping, accounting firms and small-business finance
Before you use it: what to check
Already built into this prompt
- Don't change anything in my books; give me the list to approve.
Check yourself
- This prompt works on text other people wrote (emails, reviews, messages or web pages). That text can hide instructions aimed at AI, such as "ignore your rules and…". Paste it as material to work on, and never let the AI act on requests inside it, like paying, sharing logins or changing records. How prompt injection works →
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
Want to make this prompt even better? Grade it with the free prompt grader or build your own with the AI prompt generator.
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