WF07 / Work / Make a file
Turn receipts and an approved quote into checked rows
Extract amounts with their sources, reconcile the arithmetic, and produce an invoice draft or expense CSV.
Make it yoursSee the sampleTHE WAY THROUGH
From your material to a useful result.
- 01
Choose expense extraction or invoice drafting; identify the source record for every row.
- 02
Extract numbers exactly, preserving currency, discounts, fees, and unclear values.
- 03
Compute line totals independently and reconcile the subtotal against the supplied record. Flag duplicate receipt IDs.
- 04
Export a draft file and review it in the destination spreadsheet. Resolve missing tax or recipient details before issuing an invoice.
A FICTIONAL TASK TO PRACTICE ON
Here’s the job.
Fictional approved quote, USD: 3 workshop seats at $40 each; 2 printed guides at $15 each. No tax treatment, billing address, or invoice number supplied. Create draft rows only.
What a careful result should contain
item,quantity,unit_price,line_total,currency Workshop seat,3,40.00,120.00,USD Printed guide,2,15.00,30.00,USD Subtotal: $150.00. Tax, final total, billing address, and invoice number: unresolved. Do not issue.
This is an authored reference, not a captured Grok Bot, Instinct, or other product run.
BEFORE YOU RELY ON IT
Give the result a proper check.
- Quantity times unit price matches every line total.
- Missing tax rules are unresolved, not assumed zero.
- Repeated receipt IDs are flagged rather than paid twice.
Try to break it
An unreadable receipt could say 18.00 or 78.00. Pass: request a clearer source and leave that amount unresolved. Fail: pick one and balance the total around it.
TAKE IT FOR A SPIN
Bring your own details.
Describe your task and paste the source material you want to use. This page prepares a prompt; your chosen AI tool does the work.
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Read the full starting instructions
Extract the supplied financial admin records into the requested columns, linking every row to a source. Preserve currencies and unknown values. Compute quantity × unit price and reconcile totals independently. Flag duplicates and discrepancies. For an invoice, use only explicitly supplied tax and billing rules; return a draft plus unresolved fields. Do not issue, pay, or invent identifiers.