claims

What problem does it solve?

Process expense claims by matching YNAB transactions with uploaded receipts. This workflow accelerates reimbursements, reconciliation, and auditing by ensuring receipts are correctly linked to the corresponding YNAB TODOs or expenses.

Core Features & Use Cases

• Parallelized receipt processing: download, identify, and match multiple receipts concurrently.
• Pre-linked receipts support: automatically map receipts already linked to YNAB transactions.
• End-to-end claim workflow: fetch transactions, retrieve receipts, group and order by merchant, then process each claim with a guided UI.
• Background cleanup: update YNAB memos and delete receipts after processing while you review the next claim.

Quick Start

Run the claim processing workflow by loading configuration, fetching YNAB TODO transactions, retrieving receipts from R2, and begin automated matching and grouping.