Today's Agent Skill: The Expense Report Reconciler
What It Does
Every month someone on your team burns two hours matching credit card statement lines against a pile of receipt images and forwarded confirmation emails. The mismatches are always the same three or four kinds — duplicate charges, missing receipts, wrong cost center — but finding them is manual scanning work. An agent does that scanning in seconds and hands you only the exceptions.
How It Works
The skill ingests a statement export (CSV or pasted text) plus a folder of receipts or a set of email confirmations, then normalizes merchant names, dates, and amounts on both sides before matching. It matches on amount-and-date-window first, falls back to fuzzy merchant matching, and flags anything left unmatched in either direction. Output is a reconciliation table plus a short exception list with a suggested action per row.
How to Deploy It
Save the block below as SKILL.md in your agent's skills directory (`~/.claude/skills/expense-report-reconciler/SKILL.md` for Claude Code, or the equivalent skills path for your platform). Point the agent at a folder containing the statement export and receipts, then say "reconcile last month's expenses" — the trigger phrases in the file handle the rest.
SKILL.md — Ready to Deploy
# Expense Report Reconciler
## Description
Reconciles a credit card or bank statement against receipts and confirmation emails, producing a matched-lines table and an exception list with a recommended action for each unresolved item. Designed for monthly expense close, reimbursement review, and pre-audit cleanup.
## Trigger
Activate on: reconcile expenses, expense report, match receipts, statement reconciliation, close out expenses, why doesn't this statement match, missing receipts, expense exceptions. Also activate when the user supplies a statement export alongside receipt files or forwarded confirmations, even without explicit reconciliation language.
## Input
- **Statement**: CSV, XLSX, or pasted text. Required columns: date, merchant/description, amount. Optional: cost center, card last-4.
- **Receipts**: folder of images/PDFs, or pasted email confirmations. Extract date, vendor, total, and payment method from each.
- **Policy context** (optional): receipt threshold amount, allowed categories, cost center list.
## Steps
1. Parse the statement into normalized rows: ISO date, uppercased merchant string, absolute amount, sign (charge vs. credit).
2. Parse each receipt into tCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.