Receipts for bookkeeping · Accounting & receipts

Create the month’s receipt file, matched to the payments

You hand over the bank statement and, if you like, access to your mailbox. The wizard finds the receipts in the mailbox, in customer portals and in your photos, matches them to the payments and shows what is missing.

Duration: ≈ 7 min
Cost: medium cost
Text
Document (PDF, Word)
Table

Example

March 2026

3 MarHosting€29.00receipt7 MarTrain€84.60receipt12 MarSoftware plan€49.00missing19 MarOffice supplies€37.90receipt

Free · in the cloud, or on your computer with Claude, ChatGPT, Gemini, Cursor, Ollama

From the first prompt to the workflow

The first prompt

Every month I gather the receipts for bookkeeping. Take the bank statement, find the receipts in my mailbox, in customer portals and in my photos, and match them to the payments. Let me check each receipt and tell me what is missing.

This is how you describe the task, once. engenty builds the workflow from it. With the template it is already there, and you adjust it by chatting.

Duration: ≈ 7 minfrom start to result, with 6 inputs from you
Cost: medium cost
Needs: Writes text
Web search
Drives a browser
Reads documents & photos
Connected accounts & systems

The workflow

Receipts for bookkeeping

Which month?

Do you already have receipts?

Read the payments

Search the mailbox for receipts

Read your receipts

Fetch receipts from portals

Match receipts

Does every receipt match?

Open points

The month is ready

What you get

Receipts & listZIP · XLSX · CSV
Open pointsPDF · MD · DOCX

What the wizard replaces

Today
The Sunday spent searching your mailbox for invoices
With the wizard
The wizard reads the mailbox and fetches receipts from portals. You check each one next to its preview.
Today
The receipt tool with a monthly plan
With the wizard
No further subscription. The result is a ZIP with a list, the way your tax adviser needs it.
Today
The questions from bookkeeping
With the wizard
What is missing is listed at the end as open points.

What it is made for

Month-end for freelancers and small businesses
Preparing receipts for the tax adviser
Matching the credit card statement with receipts
Spotting missing invoices early

Accounting & receipts

What engenty wizards is

Describe a task that keeps coming back, once, in a sentence. engenty builds a wizard from it: an AI workflow that asks one question per page and does the work in between, from a quote as a PDF to an edited video ad.

Works with the AI you already pay for

On your computer engenty runs on the AI you already pay for: Claude, ChatGPT, Gemini, Cursor or a local model through Ollama. In the cloud it runs on your credits.

Runs in the cloud, or on your computer

Sign in and build in the browser. Or install it with one command on macOS or Linux, signed in to the same account; your files stay with you.

Share it, or put it on your website

Send a wizard as a link, or show it on your website with one line. Customers, colleagues or visitors fill it in; you get the finished result.

Instead of an AI skill or a saved prompt

A skill or a prompt leaves the asking to whoever sits in front of the chat. A wizard asks every time in the same order, checks the answers and hands over finished files: PDF, Word, Excel, images, video.

Replaces

Custom GPTs and prompt collections
Copying back and forth between ChatGPT and Word
Intake forms like Typeform or Google Forms
Templates you copy and rewrite by hand