Vendor Spend Categorizer

What it is

A ChatGPT prompt that takes a CSV of vendor charges and returns a categorized table with duplicates, unusually large items, and likely miscoded entries flagged for review.

When to use it

Monthly, as part of close. Or any time spend looks off in a dashboard.

Who it’s for

Finance lead, with optional handoff to the BizOps reviewer.

Expected output

A categorized table plus a review queue of flagged items.

Good inputs

• • CSV with vendor, amount, date, memo
• • List of known recurring vendors and categories

Example prompts

• Categorize May vendor spend; flag anything >$2k that isn't a known recurring vendor.

Expected outputs

• • Categorized output plus a flagged review queue.

Tips & limitations

• • Always strip account numbers before uploading.
• • Confirm category mappings with the previous month's coded data.