Automate FSA invoice claims from PDF receipts

A user had Claude Code read Amazon invoice PDFs, catch duplicates, and help file FSA reimbursement claims in an Optum portal.

Done with Claude CodeClaude in Chromeยท Intermediate

What they did
The user gathered 2025 Amazon invoice PDFs and asked Claude Code to pull out each order date and FSA-eligible amount. They then had it work inside an already-open Optum reimbursement portal through the Chrome extension, while Claude checked the files and marked two as duplicates. The first submission was done with Claude Code, and after that it generated a script to repeat the process for the remaining claims.
How it went
The Chrome extension could not upload files, and ChatGPT agent mode plus Claude Desktop also failed at that step. Claude Code with Playwright MCP solved the upload problem and moved faster; roughly a dozen claims were filed in about two minutes. The extension also needed other Chrome extensions turned off for screenshots, and it spent nearly a minute locating a button.
Tips
Use an agent to extract the fields and catch duplicates first, but be ready to take over if the portal blocks uploads or navigation. If possible, switch to a browser automation setup that can handle file uploads and avoid extension conflicts.

Try it yourself with Claude Code

You are helping me file reimbursement claims from invoice PDFs. Review the PDFs in [folder/path] and extract the vendor, order date, and reimbursable amount from each one, then flag any duplicates or missing details. Build a simple claim list I can review, and if you can access my open [portal name] session, prepare each submission up to the final confirmation step and pause for my approval before sending or uploading anything.

Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.

Read the original on b2.broom9.com โ†—

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