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Money and admin

Sort receipts from LINE, Gmail and Drive with Claude Code

A Japanese cram school owner built a receipt system: LINE, Gmail and Drive feed one folder, and Claude Code names, categorizes and sorts them daily. No time saving is reported.

Done with

What they did

A cram school owner in Japan, whose wife handles the accounting, set up a three-entry inbox for receipts: photos sent to an official LINE account, receipts attached to Gmail, and files dropped into Google Drive by hand. Google Apps Script collects them into one Drive folder and later logs them in a ledger. Once each morning, Claude Code runs on the accounting manager's PC. It reads each receipt, picks an expense category using past records, renames the file, sorts it into a monthly folder and moves duplicates aside. Anything it can't decide goes to a "Needs Review" folder. Once a month a person presses a button to pass the records to Money Forward Cloud Accounting. The author first tried Gemini reading receipts one by one, then switched to a batch method that sees past records and all files.

How it went

The author reports that receipts from any source now land in one place, categories stay consistent for the same store, and duplicates are caught. Humans only check the review folder and press a monthly button. The page gives no figures for time or money saved; it describes the gains as changes in quality, not numbers.

Worth knowing

This is the free overview of a paid series, so prompts, code and setup details aren't shown. The Google Apps Script part needs code, though the author says AI can help write it. The AI step runs on one PC each morning, so it stops if that PC is off. Results are the author's own claim from one household. Receipts can hold personal data, and the page doesn't cover tax-rule checks beyond the human review step.

Try it yourself

Paste into ChatGPT, Claude or another AI assistant and fill in the square brackets.

You are sorting receipts for [business name]. Files are in the folder [inbox folder path]. For each file: read the date, store and amount; choose an expense category using the table of past stores and categories in [ledger file]; rename it as [date]_[store]_[amount]; and move it to the folder for its month. If a file matches one already logged, move it to [duplicates folder]. If the store is new, the category is unclear, or the amount is hard to read, do not guess: move it to [needs review folder]. Never delete anything. Write a log of every file moved and where. Show me the full log and the review folder list before anything is passed to [accounting software].

Source: note.com · Oct 21, 2026. Summarised in our own words; read the original for the full account.

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