Report of total spend across every project

Every project shows you its own numbers. Nothing shows you all of them at once.

So the question every investor eventually asks, what am I actually spending across my portfolio and where is it going, becomes a manual export from each project into a spreadsheet you rebuild every quarter and never quite trust.

Your assistant pulls the expense line items from each project in scope and adds them up the way you asked, whether that is by category across the whole portfolio, by vendor, by month, or by project.

Because it is reading line item detail rather than project summaries, it can answer questions no single screen shows: what roofing has cost you across eleven flips, or which trade partner you have paid the most this year.

What it will not do: this automation is read only. It reports numbers and changes nothing.

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:

• Your AI is connected to FlipperForce.
• You have scoped it to what you need. There is no workspace level expense endpoint, so it reads one project at a time. A full sweep is one request per project, fine at a few dozen and slow at several hundred.
• Your books are attributed. Rolling up spend across projects with large uncategorized balances gives you a confident looking number built on a generic bucket. Run the incomplete expenses audit first if you have never checked.