Uploading a receipt feels like recording the expense. It is not. The document lands in the project, the cost never does, and nothing on screen tells you the difference.
Months later your reported spend is lower than your actual spend, your profit looks better than it is, and the only way to catch it is to open every project and compare the receipts tab against the expenses tab by hand.
Your assistant pulls the receipts on each project you point it at, then pulls the expenses, and matches one against the other. Anything with a receipt but no matching expense is a document you uploaded and never turned into a recorded cost.
It gives you the list grouped by project, with vendor and date where available, so you can work through them in order rather than hunting for them.
What it will not do: this automation is read only. It finds the gaps and reports them. Filing the expenses is a separate step you control.
Please find receipts in my FlipperForce projects that were never turned into expenses.
Check [PROJECT NAMES, or say: my active projects]. Do not sweep everything unless I ask.
For each project:
1. Pull the receipts
2. Pull the expense transactions
3. Identify receipts that have no expense linked to them
Give me the results grouped by project, showing the vendor, date and any amount visible on each unmatched receipt. Change nothing. I want to review the list first.
Receipts do not currently carry a reference back to their transaction, so this check requires pulling both receipts and expenses for every project and matching them. That is two requests per project, which is why scoping matters.
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
Unfiled receipts are money you spent and did not record, which means understated costs and overstated profit. Finding them in March is a great deal less useful than finding them in November.
Once you have the list, the contractor invoice automation can file them properly rather than you retyping each one.