Automating Expense Reports

Expense reporting is one of the most dreaded administrative tasks. With Cowork, you can turn a folder of messy receipt images or PDFs into a clean Excel sheet.

How to do it

1. Create a folder named "Expenses".
2. Drop all your receipt files (PDFs, images) into it.
3. Open Cowork and point it to this folder.
4. Ask: "Create a formatted expense report in Excel from these receipts. Include date, vendor, amount, and category."

The Result

Claude will read the text from each receipt (using its vision capabilities if they are images) and populate a real .xlsx file with the data. It can even sum up the totals and apply formatting to the header row.