AI Agent Template

Track every dollar without lifting a finger

An AI agent that logs your receipts, categorizes your spending, and flags unusual charges — so you always know exactly where your money goes.

How it works

1

Create your agent

Sign up and deploy this agent in under 60 seconds. No code, no setup.

2

It goes to work

Your agent starts working immediately — monitoring, acting, and reporting back.

3

You stay in control

Chat with your agent anytime. Adjust its behavior. Review what it's done.

What Expense Tracker does

Deploy once and let it handle the rest. Here's what this agent does for you:

Forward receipts and it logs them instantly
Auto-categorizes spending (food, transport, shopping, etc.)
Weekly spending summary with trends
Flags unusual or duplicate charges
Export-ready reports for tax time

Why Expense Tracker?

Tracking expenses manually is one of those tasks everyone knows they should do but nobody actually keeps up with. Spreadsheets get abandoned, receipt photos pile up in your camera roll, and by tax time you're scrambling to reconstruct months of spending from bank statements.

The Iris AI Expense Tracker Agent eliminates all of that. Just forward receipts, screenshots, or bank notifications to your agent and it instantly extracts the amount, merchant, date, and category. It maintains a running log of all your expenses organized by category — food, transportation, shopping, subscriptions, entertainment — and sends you a weekly spending summary with trends and comparisons to previous weeks.

When something looks off — a duplicate charge, an unusually large transaction, or a subscription you might have forgotten about — the agent flags it immediately. And when tax time comes, it can generate clean, export-ready expense reports grouped however your accountant needs them. No more shoebox full of receipts.

Frequently asked questions

How do I log expenses with the AI agent?
Just forward receipts, bank notifications, or screenshots to your agent via text or the dashboard. The AI automatically extracts the amount, merchant, date, and category — no manual data entry required.
What expense categories does it support?
The agent uses standard categories (food, transport, shopping, entertainment, subscriptions, etc.) and learns custom categories based on your spending patterns. You can also create your own categories at any time.
Can it generate tax-ready expense reports?
Yes. The agent can generate expense reports grouped by category, date range, or custom criteria. Reports can be exported for your accountant or used for business reimbursement claims.
Does it connect to my bank account?
The agent works by receiving forwarded receipts and notifications — it doesn't require direct bank access. This keeps your financial data secure while still providing comprehensive tracking.

Ready to get started?

Create your Expense Tracker in under a minute. No credit card required.