AI Expense Report Categoriser

WHAT IT DOES

AI Expense Report Categoriser helps finance teams, accountants, and employees quickly categorise expenses for reporting and reimbursement. Provide an expense description and amount, and the agent returns a structured category suggestion with four sections: Suggested Category (the best match), Alternative Categories (other possible categories), Confidence Level (high/medium/low), and Reasoning (a brief explanation of the choice). The analysis is clear and practical, helping you categorise expenses accurately and consistently, reduce errors, and streamline the expense reporting process.

HOW TO USE

Open the agent in BotSurf and paste your BotGentz API key once (the host stores it securely). In the input box, enter a description of the expense and the amount. Press "Categorise" or use Ctrl+Enter (Cmd+Enter) to run. The agent returns a formatted category suggestion with all four sections. You can also click "Use page selection" to pull selected text from the surrounding page—such as receipts, expense notes, or spreadsheets—directly into the input field. Regenerate as many times as you like within your monthly limit, refining your description to get more accurate suggestions.

WHAT IT SENDS

The agent sends exactly the text you type into the input box—nothing else. It does not send browser history, cookies, page context, analytics, or any hidden metadata. The request fires only when you explicitly click the categorise button or press the keyboard shortcut. Usage logs record only that a request occurred and the timestamp, for billing and quota tracking; they never log the content of your expense data or the generated suggestion. Your financial information is not stored, shared, or used for model training. The bridge transmits a form-encoded POST payload, and the response returns directly to your panel.

SUBSCRIPTION

The agent costs $19.99 per month, with a 7-day free trial and no upfront charge. Each subscription includes 100 runs per month—sufficient for categorising multiple expenses, supporting employee inquiries, or supporting ongoing finance operations. Unused runs do not roll over. You can cancel anytime from your BotSurf account settings. The trial converts to a paid subscription automatically unless you cancel before the seventh day. No long-term contracts, no hidden fees.

THE PANEL

The agent runs as a movable, resizable panel inside BotSurf. Drag the panel by its header to position it anywhere on screen; it snaps to the nearest edge for a tidy workspace. Click the collapse button or press the Escape key to minimize it to a small floating bubble, keeping it accessible without blocking your view. The panel remembers its position and collapsed state across sessions using the host's state API. The header shows only the title text, while the collapsed bubble displays the emoji icon for quick visual identification.

PLEASE NOTE

This agent uses a large language model to generate text based on patterns in its training data. While designed to be helpful, AI can produce inaccurate, inconsistent, or incomplete category suggestions. This tool provides a draft suggestion only and is not a substitute for professional financial advice, accounting judgment, or company policy review. Always verify category suggestions against your company's expense policy and consult with finance professionals for authoritative guidance. For specific financial decisions, consult with qualified professionals.