Managing your monthly spending doesn’t have to be complicated.
In this quick tutorial, you’ll learn how to create an expense summarizer AI agent that automatically summarizes your expenses from any file you upload — all inside Botsify.
This agent can instantly analyze your data, find relevant transactions, and group results by date, category, or profile — giving you instant insights without formulas or code.
Why an Expense Summarizer AI Agent Matters
Whether you’re running a business, managing multiple projects, or simply keeping track of personal finances, understanding where your money goes is critical.
Yet, most people waste hours sorting through spreadsheets, applying filters, and creating pivot tables just to get a clear picture of their spending.
That’s where an Expense Summarizer AI Agent comes in:
- It automates repetitive analysis tasks, saving valuable time.
- Helps you spot spending trends early — before they become problems.
- Gives you real-time insights for smarter budgeting and forecasting.
- Works 24/7, ready to answer questions like “How much did I spend on marketing last quarter?”
With Botsify, you can now create this intelligent finance assistant in just a few clicks — no coding, no complex setup.
Step 1: Write the AI Agent Prompt
Every AI agent starts with a clear set of instructions.
In this example, we’ll define the prompt like this:
“You are an Expense Summarizer AI Agent. Ask the user to upload their expense data. Once data is available, answer questions about their spending. Search the file to find relevant transactions and summarize results by adding up the amounts. Filter and group by date, category, or profile when needed.”
This prompt tells your AI exactly how to behave and what to do once the user uploads their expense data.
Step 2: Send and Deploy the Agent
Once the prompt is ready, click on Send Prompt.
Botsify will process your instructions and update your AI agent accordingly.
Next, click Deploy Agent to make it active.
Your Expense Summarizer AI Agent is now live and ready to help you analyze your financial data.
Step 3: Test the AI Agent
Click on the Test Agent button to open a chat with your new agent.
Once uploaded, start asking questions naturally, such as:
- “What are my total expenses for September?”
- “Show me how much I spent on groceries last month.”
The AI will instantly review your file and generate summaries — saving you hours of manual calculation.
Step 4: Review the Results
You can now explore your spending patterns by filtering or grouping data.
Ask about totals by category, month, or even specific expense types — all within a few seconds.
Each response from the expense summarizer AI agent is based on real data from your uploaded file, allowing you to make smarter financial decisions instantly.
Conclusion
Tracking expenses doesn’t have to be tedious or time-consuming anymore.
With Botsify’s Expense Summarizer AI Agent, you can transform a simple spreadsheet into instant financial insights — without writing a single formula or script.
This AI agent not only saves time but also helps you understand your spending patterns, identify areas to cut costs, and make smarter budgeting decisions. Whether you’re a freelancer managing invoices or a business owner tracking department-wise spending, this workflow adapts to your needs effortlessly.
And the best part? You can replicate this same setup for any data-driven task — from summarizing sales reports to analyzing marketing performance.
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