Ask in ordinary language. You do not need to know tool names, tags, operation IDs, or internal field names. ExpenseBot searches and explains read-only requests directly; changes preview the exact affected records and ask for confirmation when required; visually complex setup opens the relevant ExpenseBot screen.
The public, searchable guide is ExpenseBot prompts for ChatGPT and Claude. Signed-in web users can open What can I ask ExpenseBot?, where each example can prefill the in-app chat. Connector-only file attachment prompts are shown only on connector-capable surfaces.
Capture receipts
- "Add these receipt photos or PDFs"
- "Choose receipt photos from Google Photos"
Understand spending
- "Where did I spend the most last month?"
- "Show my spending by category this month"
- "Where did my income come from this year?"
- "Show my recorded profit this year"
- "Did any subscriptions get more expensive?"
- "How did last month go?"
- "Am I profitable this year?"
- "Profit by client or project"
- "How many business miles did I drive this year?"
Find an expense or document
- "Find all Uber receipts"
- "Show travel expenses over $100"
- "What was that restaurant we ate at in Tribeca last week?"
- "Did my refund come through?"
- "Where did that receipt end up?"
- "Show me expense ID IR-abc123"
- "Show how that expense was split"
Manage reports
- "Which reports have I created?"
- "Show my draft reports"
- "Show my latest report details"
- "Create a Q1 travel report"
- "Share this report with my accountant"
- "Export my report as PDF"
- "Send my August expense report to QuickBooks"
- "Create a Zoho import file for my July report"
- "Check my report for missing business purposes"
Organize a client, project, or trip
- "Create a report for my Mexico trip, excluding personal expenses"
- "Group my client meals, create a report, and help me bill the client"
- "What clients or projects do I have?"
- "Help me set up my clients, projects, or trips"
- "Teach ExpenseBot what counts as a personal expense"
- "Help me change my expense categories or G/L codes"
- "Help me invite my team to ExpenseBot"
- "Change my Lyft charges from the Vegas trip to Travel"
- "Add Client kickoff dinner as the purpose for last Friday's meals"
- "Add Fred, Rob, and Lamar to last night's business meal"
Bill a client
- "Which invoices are outstanding?"
- "Help me bill the client for this report"
Run or review Gmail scans
- "Scan my Gmail for receipts"
- "Is my Gmail scan still running?"
- "What needs my attention from Gmail?"
- "Scan 2023 and 2024 Gmail for receipts"
- "Which Gmail years have I scanned, and what do I skip?"
Log an expense or income
- "Add a $15 cash lunch at Chipotle today"
- "Record a $500 client advance from Acme today"
- "I drove 45 miles for a client meeting"
- "Help me log several client trips and calculate the mileage"
- "Help me enter several expenses with tax, tips, and notes"
- "Log a $500 client payment I received today"
- "Import this payout file and show me what will be added"
Tax and what-if questions
- "Is Uber tax deductible?"
- "Can I afford a $500/month hire?"
- "How much should I set aside for taxes?"
- "What if my biggest client pays late?"
Help and account links
- "What expense categories do I have?"
- "What did my assistant do this week?"
- "Does ExpenseBot support Xero?"
- "Help me connect ExpenseBot to another AI agent"
- "How much does ExpenseBot cost?"
- "Show me my spreadsheet"
The examples above are the live catalog, not a roadmap promise. Planned workflows are added only after implementation and live QA. For setup, start at the MCP connection chooser; never paste a personal token into an AI conversation.