Receipt Organizer
Receipt Inbox for Bookkeepers and Clients. Clients send receipts through a public page, you log, categorize and match them each month. Free to clone.
Receipt Organizer is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 4 automations that run on their own.
Category: Invoices
This Taskade Genesis app includes 5 projects, 1 AI agent, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Receipt Rae. Its automations include Monthly missing receipts digest, Daily new receipt count and Needs info draft question.
by @john
What you can do with Receipt Organizer
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Receipt Organizer works
- Monthly missing receipts digest: when Every month on the 2nd at 9 AM, then Find bank lines with no receipt reason and Turn the lines into one email list.
- Daily new receipt count: when Every day at 5 PM, then Find receipts still New and Count the New receipts.
- Needs info draft question: when a receipt is set Needs info, then Draft the question to the client and Comment the draft on the receipt.
Built with Taskade Genesis
- Category: Invoices
- AI agents: Receipt Rae
- Automations: Monthly missing receipts digest, Daily new receipt count, Needs info draft question
- Workspace: 5 projects, 1 AI agent, 4 automations