Business and Sales · Newsletter · 🌐 International · via agentusecases.ai
Separating business expenses from personal card statements
The author had Claude talk through the first few statements to learn her patterns before classifying the rest.
- Profession
- Entrepreneur
- Tools
- Claude Code
- Country
- 🌐 International
- Found via
- agentusecases.ai (Alex Finn) ↗
- Report date
- no date
- Verified on
- October 25, 2026
What they did
She put all her personal credit card statements in a folder and asked Claude Code to find business expenses to be reimbursed. First, the agent reviewed the first few statements with her, asked about doubtful cases, and only then classified the rest and generated the spreadsheet.
How it went
She got the spreadsheet of expenses to be reimbursed.
Good to know
Letting the AI learn from examples before classifying greatly reduces errors.
The prompt
Here are statements from [months]. Start with the first 2 and ask me about any doubtful entries so you can learn my criteria for business expenses. Then classify the rest and generate a spreadsheet with date, amount, merchant and category.
Replace what is in [brackets]. Prompt written by us from the account, not a literal copy of the source. Do not paste other people’s personal data (privacy laws such as LGPD and GDPR apply).
Summary in our own words. Results as stated in the original account; we have not tested or audited them. Read the source ↗ Case found via agentusecases.ai (Alex Finn); text and prompt rewritten by us. Found a mistake?
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