Expense Report Analyser

Analyse expense data to find patterns, flag anomalies, and identify cost-saving opportunities

🧪 Tested by a human Intermediate 👤 Finance 👤 Manager 👤 Executive
Analyse this expense data and provide: (1) Total Spend Summary — by category, department, and time period, (2) Top Spenders — individuals or departments with highest expenses, (3) Trend Analysis — month-over-month spending patterns, (4) Anomaly Detection — flag any expenses that seem unusual (unusually high amounts, weekend expenses, duplicate claims), (5) Policy Compliance — identify expenses that may violate common corporate policies (excessive meals, unapproved travel class), (6) Cost-Saving Opportunities — 3-5 specific recommendations to reduce spending, (7) Benchmarks — compare against typical corporate spending ratios. Format as a clear report with tables.

Works on

⭐ M365 Copilot (Best) 🟢 ChatGPT 🟠 Claude

Copy & Open in

Prompt is copied to your clipboard when you click

Tips for Best Results

  • In Excel, select the expense data range and ask Copilot to analyse
  • Export from your expense system (Concur, Dynamics, SAP) as CSV first
  • Add “Flag any expenses over that lack a business justification” for compliance
  • Follow up with “Create a dashboard chart showing monthly spending by category”
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