Ingest a credit-card activity Excel export (Amex Business Platinum or similar), propose per-matter expense filings against Paymo projects using time-entry activity as the matter-attribution signal, iterate on user corrections, and after approval file one bundled Paymo expense per matter with a supporting xlsx attached via the Paymo API. Use when the user says "file expenses from my Amex statement," "process activity(N).xlsx and propose expenses," "ingest my credit card statement into Paymo," or names a credit-card statement file and asks to turn it into Paymo expenses. Skip: original itemized receipt collection (paid-out-of-band step handled separately by the user) and mid-flow correction of prior filings.
2026-07-09