# Expense Report Processor

> Processes employee expense reports by accepting receipt uploads, extracting receipt data via OCR, categorizing expenses, booking them to Zoho Books with correct expense accounts, generating an expense breakdown chart, and sending the compiled report for manager approval. Streamlines the entire expense reimbursement process.

Content type: workflow
Source URL: https://www.agentpmt.com/agent-workflow-skills/expense-report-processor
Markdown URL: https://www.agentpmt.com/api/agent/workflows/expense-report-processor?format=agent-md
Updated: 2026-04-19T18:29:42.593Z
Author: firef1ie

---

Estimated time saved: 50 minutes.

## Tools

- File Management
- Document OCR Agent
- Chart Generator
- Zoho Books
- Gmail

## Workflow Outline

1. Request Receipts: Goal: Collect expense receipts and employee information for processing | Inputs: Employee-provided receipt files (images or PDFs), employee name, and department | Outputs: Confirmed list of receipt files with employee n...
2. Upload Receipts to File Management: Upload all receipt files with File Management using action 'upload_standard'. Retain the returned file_id values or file URLs for OCR processing in the next step.
3. Process Each Receipt: Repeat this section for each receipt. For each receipt, OCR extract data, categorize the expense, and book it to Zoho Books.
4. OCR Extract Receipt: Extract receipt data: merchant name, date, items purchased, amounts, tax, total, and payment method.
5. Create Expense Breakdown Chart: Create a pie chart showing expense breakdown by category with amounts and percentages.
6. Categorize Expense: Goal: Categorize the expense and map to the correct Zoho Books expense account | Inputs: OCR-extracted receipt data including merchant name, items, and amounts | Outputs: Expense category (Meals, Travel, Office Supplies...
7. Compile Expense Report: Goal: Compile the expense report summary for manager review | Inputs: All processed receipts with categories and amounts | Outputs: Expense report summary with: total amount, breakdown by category, any flagged items (un...
8. Book Expense to Zoho: Create an expense entry in Zoho Books with the merchant, amount, category, date, and correct expense account.
9. Send for Approval: Email the compiled expense report with breakdown chart to the employee's manager for approval.
10. Notify Completion: Send a other request to a human. Expense report processed and sent for manager approval.

## Frequently Asked Questions

### How do I connect this workflow to my local agent like OpenClaw or Claude Code?

You can install the local MCP server by opening a terminal and running:

```
npm install -g @agentpmt/mcp-router
agentpmt-setup
```

This will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.

Alternatively you can connect to the hosted version with this config block, no installation required:

```
{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}
```

[View MCP Connection Instructions](/docs/mcp-reference/connection) for more details.

### How do I trigger this workflow?

You can use it here in the browser by clicking the 'Try It' button.

If you 'star' the workflow it will save to your dashboard for quick access.

To use the workflow in an external agent, make sure you have followed the steps to connect it to the MCP server and then copy / paste this prompt, or just tell it to use the AgentPMT MCP server and use this workflow.

> Call the AgentPMT-Workflow-Skills tool with action 'get\_workflow\_skill' and skill\_id 69921c34aa85db8efed1384f ("Expense Report Processor").