Please audit my FlipperForce expenses for incomplete records.
Check [PROJECT NAMES, or say: my active projects].
For each project, pull the expense line items and identify anything that is missing:
1. A category
2. A company or vendor
3. A financial account
4. A description clear enough to identify the cost later
Give me a summary showing, for each type of gap, how many line items and what total dollar value. Then give me the detail grouped by project, sorted with the largest amounts first. Change nothing.
Expenses get entered fast, in the middle of a job, from a phone. The amount is right and the project is right, but the vendor field is empty and the category is whatever was already selected.
It does not cause a problem until the moment you need to answer a real question. What did I spend with this contractor last year. What did roofing actually cost across my portfolio. Which card did that come off. At that point every incomplete record is a gap you have to reconstruct from memory.
Your assistant pulls the expense line items across the projects you name and checks each one for what is missing: no category, no company, no account, or a description too vague to be useful later.
It reports the gaps grouped by project and by type, with the dollar value attached to each group so you know whether you are looking at a rounding error or a real hole in your books.
What it will not do: this automation is read only. It shows you what is incomplete. Filling the gaps is a separate step, and there is a companion automation for that.
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
Before you run this, check:
Best run before your accountant does. Every gap here is a question you will be asked at year end, and finding them yourself is cheaper than paying someone to find them for you.