Please clean up the expenses on my FlipperForce project at [PROPERTY ADDRESS].
First, show me what needs attention:
1. Pull the expense line items, the available categories, and my companies
2. Identify anything missing a category, a company or an account
3. Propose the correct value for each, based on the description, the vendor and how similar lines are already assigned
Show me your proposals as a table and wait for me to approve before changing anything. Where you are not confident, say so and leave it for me rather than guessing.
Once I approve, apply the changes. Do not alter any amounts, dates or descriptions, and confirm the project total is identical before and after.
[If remapping in bulk, add: I also want every line currently in CATEGORY A moved to CATEGORY B.]
Category and company assignment are both verified working. Account assignment has not yet been tested end to end through the Public API, which is why this automation is marked as beta. Review the proposed changes carefully before approving.
Half your expenses landed in a generic bucket because the right categories did not exist yet. Another handful have no vendor on them. A few are missing the account they were paid from.
None of it is hard to fix. It is just several hundred individual clicks, spread across a project you would rather not reopen, to correct records that are already the right amount on the right job.
Meanwhile your budget versus actuals report is useless, because everything is sitting in Repair Costs.
Your assistant reads the expenses on a project, along with the categories, companies and accounts available to it. It works out what each incomplete line most likely belongs to, based on the description, the vendor and what similar lines have been assigned to already.
It shows you the proposed changes as a table before making any of them. Once you approve, it updates each line item in place. Amounts, dates and descriptions are untouched, so your totals do not move.
What it will not do: it never changes a dollar amount, never deletes a line, and never applies a change you have not seen. If it cannot work out where something belongs, it leaves it alone and tells you.
This prompt requires a connection to the FlipperForce Public API. Once your AI agent is connected to your account, you can run any prompt in the library.
Learn how to connect your AI agent to the FlipperForce Public API
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