ExpenseBot for Executive Assistants

Stop Being the Receipt Police

Your executive captures receipts as they happen. You review and submit. No more "Did you keep that receipt?" conversations. No more month-end scrambles. No more hunting through their inbox.

You + Your Exec = Perfect Reports

Do as much or as little as your executive needs.

✓ Gmail auto-scan captures receipts overnight - airlines, hotels, Uber, vendors
✓ Exec snaps photos of paper receipts (10 seconds) - or you do it for them
✓ Upload G/L accounts from accounting for auto-categorization
✓ Reports arrive 90% complete - you review and tweak
✓ Submit to finance in 15 minutes instead of 4 hours

Sound Familiar?

😓 "Chasing a grown adult to turn in their receipts is the most laborious task..."

😓 "What did my exec buy that I don't know about? Things just show up on the card statement..."

😓 "Reconciling at the end of the month takes HOURS..."

😓 "I support 3 executives. Three different ways of (not) tracking expenses..."

😓 "The hotel receipt from the NYC trip 3 months ago? Gone."

ExpenseBot fixes all of this. Automatically.

The Simple 4-Step Workflow

1

Set Up G/L Accounts

Import your G/L accounts from accounting. Receipts are auto-categorized with the codes finance needs. Adjust anytime. 5 minutes, once.

2

Exec Turns On Automation

Executive signs in with Google and enables Gmail auto-scan. That's it. Receipts from airlines, hotels, Uber, vendors - captured overnight. 2 minutes.

3

Capture Paper Receipts

Exec snaps photos when traveling. You upload receipts they hand you. Forward from any email to receipts@expensebot.ai. Either of you can do it.

4

You Review & Submit

Report arrives 90% complete. Tweak a few categories, verify tags, submit to finance. 15 minutes.

What Gmail Automation Captures

No forwarding rules. No remembering. Just turn it on and receipts appear.

✈️

Airlines

United, Delta, American, Southwest, JetBlue...

🏨

Hotels

Marriott, Hilton, Hyatt, Airbnb, hotel folios...

🚗

Uber & Lyft

Every ride receipt, automatically

🍽️

Restaurants

OpenTable, Resy, DoorDash, receipts from venues

📦

Amazon Business

Order confirmations and invoices

💻

Software

Subscriptions, SaaS renewals, licenses

📄

PDF Invoices

Vendor invoices attached to emails

🎫

Conferences

Registration confirmations, event receipts

📅

Calendar Mileage

Trips from Google Calendar with addresses

✓ All captured overnight while your exec sleeps

Capturing Receipts: You, Them, or Both

Your exec can capture their own receipts. Or you can do it for them. Or split the work. Whatever gets the job done.

📸

Snap Photos of Paper Receipts

Exec snaps photos on the road. You photograph receipts they hand you. ExpenseBot extracts the details automatically.

10 seconds per receipt - whoever does it

📧

Forward Receipts from Any Email

Exec forwards from personal email. You forward receipts they CC you on. Either way: receipts@expensebot.ai. Done.

5 seconds - from either account

Result: Complete expense reports with every receipt attached

Executive Travels to Client Meetings?

If your exec drives to client sites, investor meetings, or conferences, you can help them track mileage too - without another app.

How It Works

  • Calendar appointments with addresses - ExpenseBot imports them directly from Google Calendar
  • Google Maps calculates distance - Automatic mileage from office to client site and back
  • Complete mileage logs - Date, destination, purpose, miles - included in expense reports
  • No GPS app draining battery - Works from calendar data your exec already enters

Your Role: Make sure exec includes addresses in calendar appointments. Everything else is automatic. Learn more about mileage tracking →

Your Role: Review, Don't Rebuild

When the report lands in your inbox, you're not starting from zero.

Categories correct?

AI gets most right based on your G/L accounts - you fix the edge cases

Tags applied?

Client codes, project codes, departments - verify and adjust

Missing receipts?

Credit card reconciliation shows exactly what's undocumented

Everything documented?

Every receipt attached, every expense categorized

15 minutes of review vs. 4 hours of chasing

Multiple Executives? Same Workflow.

Set up your G/L accounts once. Every executive uses the same categories, same codes, same workflow.

👔

Each exec has their own account

Separate expense data, shared G/L account setup

📤

They share reports when ready

You get notified, review each one, submit to finance

📊

Clean separation, consistent format

Finance gets standardized reports regardless of which exec

Why Everyone Wins

For the Executive

  • Turn on automation once, forget about it
  • Snap photos when needed (10 seconds)
  • Forward occasional emails
  • Less than 5 minutes/week total

For You

  • Do as much or as little as exec needs
  • Reports arrive 90% complete
  • G/L accounts auto-categorize receipts
  • 15 minutes vs. 4 hours

For Finance

  • Complete documentation
  • Correct G/L codes
  • Receipts attached to every expense
  • Consistent, well-documented reports

Data Security (IT Will Love This)

🔒

Data in exec's Google Drive

🚫

Not on our servers

CASA Tier 2 certified

🎛️

Exec controls access

Part of ExpenseBot's Google Workspace integration - 6 Google products working together. Gmail auto-scanCalendar mileagePhotos import

"I support three VPs. Before ExpenseBot, I spent the last week of every month chasing receipts and rebuilding expense reports from scratch. Now? Gmail automation captures most receipts overnight. I upload anything they hand me, and reports show up 90% done. I review, tweak categories with our G/L codes, and submit. What used to take 12+ hours per month now takes 45 minutes total. My VPs love it because they barely have to think about expenses anymore."

Perfect For

Executive Assistants supporting C-suite
Admin teams managing multiple executives
Chiefs of Staff
Office managers with corporate card duties
Anyone tired of being the receipt police

Get Your Executives Set Up Today

Turn on Gmail automation. Import your G/L accounts. Work as a team. Never chase a receipt again.

✓ No credit card required • ✓ 5-minute setup • ✓ Works with any corporate card
✓ Data stored in Google Drive - we never store it

ExpenseBot