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Log Card Charges
Add receipt links and review notes to your shared expense log
Use this Agent instantly or customize it - no programming needed
- card expense noticecard expense notice
Your card expense notice identifies the changed expense and its account.
- card expensecard expense
Your card expense provides the payment type and the charge details for the log.
- receipt attachmentsreceipt attachments
Your receipt attachments identify their charges and provide files and access links when available.
- existing log rowsexisting log rows
Your existing log rows show whether this charge already has a row.
Your company card account reports expense changes and holds each charge's details and linked receipts.
Your expense log shows existing charge IDs and holds rows with receipt links and review notes.
- expense log rowexpense log row
Your expense log row links the charge to its receipt and flags missing or conflicting details for review.
This Agent reads a new or changed card expense and finds its linked receipt. It checks the details, then updates your shared expense log for review.
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Google DriveUsed as:
- Company card account
Google Drive reports expense changes and holds each charge's details and linked receipts.
AirtableUsed as:
- Company card account
Airtable reports expense changes and holds each charge's details and linked receipts.
- Expense log
Airtable shows existing charge IDs and holds rows with receipt links and review notes.
monday.comUsed as:
- Company card account
monday.com reports expense changes and holds each charge's details and linked receipts.
- Expense log
monday.com shows existing charge IDs and holds rows with receipt links and review notes.
Google ContactsUsed as:
- Company card account
Google Contacts reports expense changes and holds each charge's details and linked receipts.
PodioUsed as:
- Expense log
Podio shows existing charge IDs and holds rows with receipt links and review notes.
KintoneUsed as:
- Company card account
Kintone reports expense changes and holds each charge's details and linked receipts.
- Expense log
Kintone shows existing charge IDs and holds rows with receipt links and review notes.
Made for your industry
Log Card Charges is made for businesses in these industries.
- Consulting
Log consultant travel charges with receipt links for finance review.
Show all Agents for the Consulting industry - Construction
Tie jobsite card purchases to receipts in the shared expense log.
Show all Agents for the Construction industry - Property Management
Keep maintenance card charges beside their receipts for review.
Show all Agents for the Property Management industry - Accounting and Bookkeeping
Match client card charges to receipts for bookkeeping review.
Show all Agents for the Accounting and Bookkeeping industry
Made for your role
Log Card Charges is made for people in these roles.
- Bookkeeper
Pair card charges with receipts in the shared expense log.
Show all Agents for the Bookkeeper role - Accountant
Keep card expense evidence linked and flag conflicting details.
Show all Agents for the Accountant role - Finance Operations Analyst
Keep card spending records current and show receipt gaps.
Show all Agents for the Finance Operations Analyst role - Expense Manager
Show which company card charges need a receipt or a reviewer.
Show all Agents for the Expense Manager role - Expense Coordinator
Log each card charge with its receipt and flag gaps for review.
Show all Agents for the Expense Coordinator role - Corporate Card Manager
Surface missing receipts and mismatched details in the card expense log.
Show all Agents for the Corporate Card Manager role
Made for your department
Log Card Charges is made for people in these departments.
- Finance
Keep card charges and receipt gaps visible for expense review.
Show all Agents for the Finance department - Accounting
Link card charges to receipts before reviewing the expense log.
Show all Agents for the Accounting department
How Log Card Charges works
4 steps, in order, on every run.
-
Read the card chargeFetch the new or changed expense from your chosen account. Continue only when its payment type is card.
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Match the receiptFind attachments linked to the charge ID and collect a receipt link. Flag missing or multiple receipts for review.
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Check the detailsCompare legible receipt details with the charge. Flag missing or conflicting merchant, date, or total without guessing.
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Update the shared expense logFind a row by charge ID, then add or update it. Include the receipt link and any review note.
How to Get Started
Connect the tools you already use, such as Google Drive, Airtable or monday.com.
6 tools
- Choose the company card expense account and give the Agent access to its card expenses and receipt attachments.
- Choose the shared expense log and columns for charge ID, merchant, date, amount, currency, receipt link, review status, and review note.
- Give the finance reviewer access to the receipt attachments and decide which missing or conflicting fields require review.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Log Card Charges:
Choose your card expense account and shared spreadsheet. Set columns for charge details, receipt links, and review notes. Give your finance reviewer access to the receipts.
Your finance reviewer sees the exact gap in the log. Missing receipts leave the link blank; conflicting details keep the charge values with a review note.
The Agent checks the charge ID in your log and updates its row when one exists. A new charge gets a new row.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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