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.

Train Your Exec Once, Never Chase Again 📋

Upload your expense policy. Turn on Gmail automation. Done.

✓ Policy PDF configures G/L accounts, categories, and limits automatically
✓ Gmail auto-scan captures receipts overnight - airlines, hotels, Uber, vendors
✓ Executive just snaps photos of paper receipts (10 seconds)
✓ 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

Upload Expense Policy

Upload your corporate expense policy PDF. ExpenseBot reads it and auto-configures G/L accounts, categories, spending limits, and rules. 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

Exec Captures the Rest

Paper receipt? Snap a photo. Receipt from non-Gmail? Forward to receipts@expensebot.ai. That's it. 10 seconds each.

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

✓ All captured overnight while your exec sleeps

What Your Exec Does (Two Things)

Everything else is automatic. Seriously.

📸

Snap Photos of Paper Receipts

Client dinner receipt? Business lunch? Taxi? Just snap a photo. ExpenseBot extracts the details automatically.

10 seconds per receipt

📧

Forward Non-Gmail Receipts

Receipt in personal email or work Outlook? Just forward to receipts@expensebot.ai. Done.

5 seconds per forward

Total exec time: Less than 5 minutes per week

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 policy - 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

Policy compliance?

Limits, eligible expenses - flagged automatically

15 minutes of review vs. 4 hours of chasing

Multiple Executives? Same Workflow.

Upload the policy once. Every executive uses the same G/L setup, same categories, same rules.

👔

Each exec has their own account

Separate expense data, shared policy configuration

📤

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

  • Upload policy once, every report follows rules
  • Reports arrive 90% complete
  • Review and tweak, don't rebuild
  • 15 minutes vs. 4 hours

For Finance

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

Data Security (IT Will Love This)

🔒

Data in exec's Google Drive

🚫

Not on our servers

CASA Tier 2 certified

🎛️

Exec controls access

"I support three VPs. Before ExpenseBot, I spent the last week of every month chasing receipts and rebuilding expense reports from scratch. Now? I upload our policy once, they turn on Gmail automation, and reports show up 90% done. I review, tweak a few categories, 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

Upload your expense policy. Turn on automation. 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