How to Automate Receipt Tracking & Expense Reports Using Claude CoWork (AI Spreadsheet Tutorial)

Stop manually entering receipts into spreadsheets! In this video, I show you exactly how to use Claude CoWork (Claude's desktop app) to automatically read all of your receipts and generate a perfectly formatted spreadsheet — ideal for expense reports, tax prep, or any business reimbursement workflow. 🔧 What You'll Learn: • How to download and set up the Claude desktop app (claude.com) • Why you need the Claude Pro plan (~$20/month) and how to use the "Code" feature in CoWork • How to give Claude Co-Work access to a folder of receipts on your computer • How to use a simple copy-paste prompt to have Claude read every receipt and build your spreadsheet automatically • The exact spreadsheet format used (Title, Date, Receipt Amount, Expense Location, Merchant Name, Expense Type, Attendee, Attendee Title, Employer, Justification) 📱 Bonus Workflow — Genius Scan App: I also walk through my full end-to-end system using the free Genius Scan app (iPhone) to: • Scan receipts with your phone camera • Name each receipt file with attendee names & company info so Claude can auto-populate those columns • Export receipts directly to Google Drive or Dropbox for easy monthly batch processing ⚡ The Plug-and-Play System: 1. Scan & name receipts with Genius Scan 2. Upload to a cloud folder (Google Drive/Dropbox) 3. Download monthly & drop into your Claude Co-Work folder 4. Run Claude with the provided prompt 5. Get a clean, accurate spreadsheet — ready to paste into your expense system 📋 Prompt used in this video: https://docs.google.com/document/d/1wK8h6sMzC7jIdrNrT1p1tcCX_mlBuVdlKutRTjbzSfU/edit?usp=sharing This workflow saves hours of manual data entry and eliminates mistakes from misreading receipts. Whether you're a real estate agent, small business owner, or anyone who expenses meals and business costs, this system is a game changer. 🔗 Links Mentioned: • Claude (Desktop App): https://claude.com/download • Genius Scan (Free iPhone App): Search "Genius Scan" in the App Store If you found this helpful, please like, comment, and subscribe for more AI productivity tips!