AI at Work Playbook

💰 Finance & Accounting

Check expense claims against your expense policy

💰 Finance & AccountingClaudeBeginner★ Popular

Task · Expense policy checks
Time saved · 1-3 hrs per month (estimate, not measured)

Steps

  1. Open Claude (or a Project with your reference docs uploaded)
  2. Paste the prompt and wrap inputs in tags as shown
  3. Ask for a revision if format or tone is off
  4. Review and tie out before sharing

Prompt / template

<policy>[paste]</policy><claims>[paste rows]</claims> For each claim, state compliant / non-compliant / needs info, cite the policy clause, and list missing receipts.

Source · https://docs.anthropic.com/en/docs/build-with-claude/prompt-engineering/use-xml-tags
Last checked · 2026-10-16

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