Back to Cookbooks
FinanceBy Aura Team

Receipt and expense summary

Find receipts in email and summarize expenses by trip, project, or category.

What Aura will help with

Help users prepare expense summaries without combing through email.

Try saying

Use any of these phrases to start this workflow.

“Find receipts for this trip or project and summarize the expenses.”
“Summarize my receipts”
“Find expenses for this trip”

How it works

  1. 1Search email for receipts matching the requested trip, project, or date range.
  2. 2Extract merchant, date, amount, and category.
  3. 3Summarize totals and flag missing receipts.
  4. 4Avoid submitting, reimbursing, or changing financial records without approval.

You stay in control

  • Ask for confirmation before sending messages, scheduling events, purchasing, deleting, sharing, or changing external records.
  • Show the user a short preview before taking action outside Aura.
  • Stop and ask if required context or integrations are missing.
  • Do not provide tax, accounting, or investment advice.