Create intermediate Works with: Any AI

Receipts, Statements and Screenshots Organiser

Table output Has example

Sort and label a pile of financial records so the money trail is clear.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

Help me organise financial records for a dispute about [DISPUTE_TOPIC]. Records I have: card or bank statement lines, receipts, invoices, screenshots, and emails: [RECORDS_LIST]. The amount I believe is wrong or owed: [AMOUNT_IN_DISPUTE]. The period involved: [PERIOD].

Create a ledger table with Date, Description as shown on the record, Amount in, Amount out, Source file, and Related to the dispute (yes, no or unsure). Total the amounts that relate to the dispute and show the arithmetic. Identify duplicates, refunds and credits that offset charges, and any amount that appears on a statement but has no receipt. Suggest which three records would be strongest if I could only send three, and why. Finish with a one-paragraph explanation of the money trail written for someone who has never seen the account.

Round to two decimals, mark anything you cannot verify as [VERIFY], and do not invent amounts or dates.

I want help, not legal advice. Quote no statute from memory. Use [JURISDICTION] and [RELEVANT_LAW_OR_POLICY_IF_KNOWN] as given. Flag where I need expert help. Stay firm, factual and polite.

Fill in before use

Optional: type your details and the prompt above updates. Nothing is saved or sent.

Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Date | Description | Out | In | Source | Related
2 Feb | MEGAGYM MEMBERSHIP | 29.99 | | Statement p.2 | yes
2 Mar | MEGAGYM MEMBERSHIP | 29.99 | | Statement p.4 | yes
2 Apr | MEGAGYM MEMBERSHIP | 29.99 | | Statement p.6 | yes
Total charged after the cancellation request on 15 Jan: 29.99 x 3 = 89.97.
No receipt exists for the 2 April charge; the statement line is the only evidence. Strongest three records: the cancellation email of 15 Jan, the February statement, and the confirmation page.

• spreadsheet