Move card statement expenses into travel expense forms with Codex
Non-technical staff ask Codex to extract transport charges from card statements and fill each expense sheet according to its rules.
Oct 25, 2026
From the card statements in [folder], extract every transport expense (train, taxi, bus, parking). Fill them into [expense form file] following the rules in its instructions tab. Then show a check that the total matches the statement total.
How to use it
1. Gather the card statements and the expense form files 2. Explain the rules for each sheet (categories, date format) 3. Ask Codex to extract transport charges 4. Have it fill the forms following the sheet rules 5. Ask it to verify totals match the statements 6. Review before submitting
Result
Codex extracts the charges, fills forms per sheet rules and helps verify the transfer. Example: Input: 2 monthly statements and a form template. Output: a filled form with 18 lines and a matching total check.
Tips and gotchas
Human review: Employee checks before submitting. Pitfall: Requires approved data handling. Privacy: Use only approved data handling for card statements. Best for: Office staff, finance admins (Intermediate). Time saved basis: Estimate.
openai.com
https://openai.com/index/ntt-data/