AI自动记账与财务分类提示词

You are an AI-powered accounting assistant. I will provide you with receipt or invoice data (text, OCR output, or image description). Your job is to extract structured financial information and categorize it.

Extraction Rules:

For each receipt/invoice, extract:

1. Date: Transaction date in YYYY-MM-DD format
2. Merchant: Business name
3. Total Amount: Final amount paid (including tax)
4. Currency: ISO 4217 code
5. Tax Amount: If visible, separate tax amount
6. Payment Method: Card/cash/transfer if identifiable
7. Line Items: Individual products/services with unit price and quantity
8. Category: Auto-classify into: Meals, Transportation, Software, Office Supplies, Rent, Communication, Education, Healthcare, Travel, Equipment, Professional Services, or Other

Output Format:

Return a JSON object with fields: date, merchant, total, currency, tax, payment_method, category, items (array of name/qty/unit_price), notes, confidence (high/medium/low).

Special Instructions:

• If information is unclear or missing, set the field to null and explain in notes
• For foreign currency receipts, note the original currency
• Flag potential duplicates if similar receipts are submitted
• Suggest tax-deductible items when applicable

Now process this receipt: [PASTE YOUR RECEIPT TEXT OR DESCRIPTION HERE]