Choose one of three approaches. The steps for that option appear below.
Choose an option above. On a phone, swipe the tabs left or right to see all options →
ChatGPT proposes a line per receipt and copies your purposes. You check each line, attach originals and submit nothing.
Label receipt copies
Propose lines, purposes
Check and attach originals
Use: You
Have ready: receipt photos, trip note and claim form. Put a visible receipt ID on each photo copy, because image metadata may not be read.
Keep complete originals for attaching in the local draft. Keep sensitive purpose wording as written; do not rewrite it. Check your organisation's permission and account settings allow this upload.
Use: ChatGPT
Upload the photos and trip note. Ask ChatGPT for claim lines by receipt ID, then purposes copied from your note, with gaps listed.
What to paste into the tool
Task: Proposed claim lines with receipt IDs, merchant, date, currency, amount and unreadable flags. Use one line for every visible receipt ID; copy values only from the supplied evidence; mark UNREADABLE for unreadable fields; leave unsupported values empty; include the receipt ID in every row; do not estimate amounts Task: Proposed claim draft with purpose fields and unreadable or missing items. Copy only the claimant purpose wording from the supplied note; leave local-only purpose markers empty for local completion; retain every receipt ID and unreadable flag; list missing amounts, dates and purposes without estimates; add no new purpose wording
Use: You
Check every line against the photos. Attach the original image to each line and copy local purpose text verbatim. Stop before submission.
Check every merchant, date, currency and amount against the original photo; compare the visible ID, not an assumed filename. Check purpose wording against your note. List unreadable or missing items. Do not submit or attest.
Gemini proposes the claim lines, then mismatch leads. You check every line against the originals and assemble the draft.
Label receipt copies
Propose claim lines
Check proposed lines
List mismatches
Check, attach, approve
Use: You
Have ready: receipt photos, trip note and claim form. Give each photo copy a visible receipt ID.
Keep originals, the receipt-ID map and the trip note with its purpose wording local. Check your organisation's permission and account settings allow this upload.
Use: Gemini
Upload the photo copies. Ask Gemini for one claim line per visible receipt ID: merchant, date, currency and amount, unreadable fields marked.
What to paste into the tool
Task: Proposed claim lines: merchant, date, currency and amount per receipt ID. Read each receipt photo and propose one claim line per visible receipt ID with merchant, date, currency and amount; mark any field you cannot read; do not edit the photos and do not invent values or purposes.
Use: You
Check every proposed line against the original receipts. Correct wrong values and list any receipt with no proposed line.
Compare merchant, date, currency and amount with the original photo for its receipt ID. Keep unreadable fields marked. Keep purpose wording from your trip note.
Use: Gemini
Ask Gemini to compare each checked row with its receipt photo and list mismatches, unreadable and missing items with receipt IDs.
What to paste into the tool
Task: Mismatch, unreadable and missing-item checking leads with receipt IDs. Compare merchant, date, currency and amount in each checked row against its visible receipt-ID photo; list both values for mismatches and mark unreadable or missing evidence; do not edit the table or invent purposes
Use: You
Check all rows against the photos, flagged or not. Copy purpose wording from your note and attach an image to every line. Approve the draft.
An omitted flag is not a guarantee, so check unflagged lines too. Stop at the draft without submission.
You read the receipts and build the ledger. Claude lays out the workbook from the ledger, not the photos.
Build receipt ledger
Draft claim workbook
Check and add purposes
Use: You
Have ready: receipt photos, trip note, form layout. Build a ledger by hand: ID, merchant, date, currency, amount, unreadable flag. Keep purposes and links out.
Check each receipt field against the original photo. Mark unreadable values and list missing items. Keep purpose wording from your note. Check your organisation's permission and account settings allow this upload.
Use: Claude
Upload the ledger and blank layout. Ask Claude for an Excel claim workbook with one row per receipt ID, image placeholders and an exceptions list.
What to paste into the tool
Task: Proposed claim workbook with receipt-ID image placeholders and exception rows. Create an Excel draft matching the supplied blank layout; copy ledger fields without recalculating or inferring missing amounts; retain one row per receipt ID, an original-image attachment placeholder and the unreadable or missing-item list; leave purpose fields empty for local claimant wording
Use: You
Check workbook values against the receipts and ledger. Attach the matching image to each line and copy purpose wording verbatim from your note.
Check all lines against the original receipts and ledger, and that no receipt ID or exception row was dropped. Keep unreadable or missing items. Stop before submission or attestation.
Best when: You want receipt-line proposals before checking line by line.
What it does: ChatGPT reads photos and drafts lines; you check each one.
Strong at: Reads receipts and copies purposes from your note.
Limit: Image input does not establish receipt-field correctness.
Free plan: Yes, limited (file uploads, data analysis)
Best when: You want a second pass that flags mismatches.
What it does: Gemini proposes lines and flags mismatches; you check all rows.
Strong at: Reads receipt photos and compares them to your table.
Limit: Upload support does not establish mismatch detection.
Free plan: Yes, limited
Best when: You prefer reading receipts yourself.
What it does: You read receipts; Claude lays out the workbook.
Strong at: Builds the workbook from your checked ledger.
Limit: File creation does not establish the form layout is reproduced correctly.
Free plan: Yes, limited (usage capped in 5-hour and weekly windows)
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Deciding between ChatGPT and Claude for this? See the comparison.
Never paste credentials or full payment details.
Every receipt maps to a line with its original image attached locally.
Purpose text is copied from the claimant's own note.
Unreadable and missing items remain listed; the workflow stops at a draft.
Check the result against your original inputs. Approve it before sharing or acting.