Organize company-card expenses
Combine monthly spreadsheets, group spending by team and category, and flag receipts that need checking.
Who this is forFinance and operations staff preparing expense records.
Copy this request to start
Replace the file names and folder paths with your company’s own.
Merge the three Q3 company-card spreadsheets and group them by team and category. Check the receipt records, and mark missing and unknown receipts separately.
Folders and permissions you need
- You need read access to the July, August and September card files, and write access to Finance/Summaries.
- Include a receipt-status column or a receipt list to compare against. Card transactions alone cannot establish whether a receipt exists.
Step by step
Attach the sources
Open New chat → Attach files → Add from team files. Choose all three monthly spreadsheets and the receipt records.
Describe the grouping
Paste the request above. Ask for separate tables by team, by category and for missing receipts, saved as three sheets in one workbook.
Reconcile with the originals
Check row counts and totals against the source files. Review duplicates, missing team names and refunds. Save a new file instead of overwriting the originals.
Example result
This is a fictional example, not a recorded AI result. Your output depends on your files and request. Check the facts and figures before using it.
Q3-company-card.xlsx
Q3 company card · by team
| Team | Items | No receipt |
|---|---|---|
| Sales | 86 | 3 |
| Marketing | 54 | 1 |
| Engineering | 31 | 0 |
| Operations | 47 | 2 |
Sheets: by team · by category · no receipt
Follow-up question
Compare the combined row count and totals with all three source files. Show possible duplicates and items whose receipt status cannot be determined in a separate table.
A team skill for next time
Suggest consistent team names, categories, duplicate rules and receipt checks as an expense skill. Do not include individual employees’ transaction details in the skill.
Select Suggest as skill below a useful answer. Fill in Skill name, Description (one sentence), Steps and Folder, then select Suggest. Once a person who manages that folder reviews and registers it, teammates with access can use it by typing / in chat.
How to review and register a skill →If you get stuck
Too many items are marked as missing receipts
The receipt records may be absent or use different column names. Ask the AI to distinguish “missing” from “unknown” and check which source column it used.
Product 0.2.2 · Checked October 28, 2026
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