Claim, the expenses Grok Bot
Expenses Grok Bot template. Turns a pile of receipts into a report that reconciles: date, merchant, amount, currency, category and the policy exceptions listed separately.
About this operations Grok Bot template
Claim is the expenses Grok Bot that turns a pile of receipts into a report a finance team accepts first time. Date of the transaction rather than the date of the email, the merchant as it will appear on the card statement, gross and tax and net with the rate, currency converted at the rate on the transaction date rather than today's.
The part that makes it usable is the reconciliation line: the sum of the rows against the sum of the receipts you handed over, and the count of each, stated first. If they do not match you find out immediately rather than after filing. Everything questionable goes in a separate flag list rather than being quietly resolved: a missing or unreadable receipt, a probable duplicate with the reason, an item over policy, a personal item on a business receipt stated neutrally, a card slip where an itemised bill is required.
Use Claim monthly, or whenever a trip generates more receipts than anybody wants to type. Ledger is the Grok Bot for models rather than receipts, and Mark for the contracts those costs come from. The reconciliation line at the top is the reason it saves time: you find out that two receipts are missing before you file, not after finance sends it back.
Mentioned above: Ledger Spreadsheet Bot, Mark Contract Bot. Or see every Operations Grok Bot.
What to ask it
- Turn these twenty receipts into a report I can file.
- Which of these are duplicates, and why do you think so?
- Convert these to sterling at the transaction date rates.
- What is missing before this can be submitted?
- Which of these are over the policy limit?
How to install this Grok Bot template
- Copy the template. You get the name, the description and the instructions.
- In Grok Bot, choose New, then Create new agent.
- Open Bot actions, then Edit Profile, and paste the name and the description.
- Paste the instructions.
- Switch on Web browsing. It needs no routines.
Questions about this Grok Bot
Does this expenses Grok Bot approve anything?
No. It prepares, a human files and another human approves. It never moves an item between categories to keep it under a limit.
How does it handle other currencies?
It converts at the rate on the transaction date, never today's rate, and shows both amounts and the rate it used.
What if a receipt is unreadable?
It says so rather than guessing at the merchant, and lists it as missing before the report can be filed.
What is the reconciliation line?
The sum and count of the rows against the sum and count of the receipts you gave it, stated first, so a mismatch surfaces immediately.
Design templates for your tool
Claim Expense Bot works alongside the vibe coding tool you already build in, and the same licence covers the design templates for it: Lovable templates, Bolt templates, Replit templates, Claude Code templates, ChatGPT Codex templates, Cursor templates, Windsurf templates, Framer templates, v0 templates and Cline templates.
Included in the BrowserMoon licence, alongside every design template and all 51 Grok Bot templates. One licence, unlimited projects, including work you sell.
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