Expense Reconciliation Agent
Vision pass on every receipt image — classifies, posts to QuickBooks/Xero, flags policy outliers.
Overview
GPT-4o Vision (or Claude with vision) reads every receipt drop. Extracts vendor, amount, category, GL code; flags policy outliers ("this Uber > $200 needs approval"); posts the entry to QuickBooks or Xero; Slack-pings the submitter on anything ambiguous. Memory of past entries keeps category mapping consistent.
What's included
Quickstart
- 01
Download the JSON
Once payment clears, the file lands in your dashboard. Subscribers can pull any agent from the library.
- 02
Import into n8n
Choose Import from File and select the downloaded JSON. The full agent graph appears, ready to configure.
- 03
Plug in credentials
Each integration node prompts for credentials on first run. The setup guide lists every credential the agent expects.
- 04
Activate and test
Run once with sample input, confirm the expected output, then flip the activate toggle.
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