As of 13 August 2026, AI can only partly export your expenses to your accounting software.

What to actually do

1. Hand it to a person

   The route this page recommends

   A person who owns the outcome does this end to end, worth it when the failure is dear.

2. Use a tool built for this

   Second choice

3. Do it yourself

   The distant third

   A chat interface, power-user skill, and roughly 1 hour until you can act on the result.

   How to actually do it

   1. Open your accounting software's expense or transaction import page and download its current CSV template or write down its required columns, date format and VAT fields.
   2. Gather the expense receipts, card statement or bank statement for the period, plus your current chart of accounts and VAT coding rules.
   3. Paste the software name, required column names and source expense data into the prompt, and tell the chatbot to leave unsupported fields blank rather than guess.
   4. Compare the returned CSV's dates, suppliers, net amounts, VAT amounts and gross amounts with the receipts and statement, and resolve every item in the Exceptions section.
   5. Check each proposed expense category, nominal code and VAT rate against your chart of accounts and VAT records, asking your bookkeeper or accountant about any treatment you cannot establish.
   6. Save a copy of the checked CSV and upload it through the accounting software's import function, using a small test batch first if the software supports one.
   7. Compare the imported transaction count and totals with the source statement, then retain the receipts, source file and import report with your bookkeeping records.

   Prompt

   Turn the expense data below into an import-ready CSV for [ACCOUNTING SOFTWARE]. Use exactly these columns: date, supplier, description, net_amount, VAT_amount, gross_amount, currency, expense_category, nominal_code, VAT_rate, payment_method, reference. Preserve the source figures exactly and use UK date format DD/MM/YYYY. Do not invent missing values. Leave a field blank and list it in an Exceptions section if the source does not support it. Do not guess the VAT rate, whether VAT is reclaimable, the nominal code or the expense category. First explain the required import format and any fields I must confirm. Then provide the CSV in a code block, followed by a row-by-row list of uncertainties and a reconciliation showing total net amount, total VAT amount and total gross amount. Check that net amount plus VAT amount equals gross amount for each row, flagging any mismatch. Expense data: [PASTE DATA HERE]

   Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.