Today's Agent Skill: Expense Report Reconciler
What It Does
Expense reports die in the gap between a shoebox of receipts and a finance portal that rejects anything mislabeled. Most people burn 40 minutes at month-end squinting at faded thermal paper and guessing which client to bill. An agent can read the receipts, categorize them, flag the policy violations, and hand you a clean submission-ready table.
How It Works
The skill ingests a folder of receipt images, PDFs, or a raw card statement export and extracts vendor, date, amount, and tax for each line. It maps each expense to your company's category codes, matches it against calendar events or project names to assign billable clients, and flags anything missing documentation or exceeding per-diem limits. Output is a submission table plus a short exceptions list you actually have to think about.
How to Deploy It
Drop the SKILL.md below into your agent's skills directory (e.g. `~/.claude/skills/expense-report-reconciler/SKILL.md`) and edit the category codes and policy limits in the Notes section to match your finance team's rules. Point it at a receipts folder and it runs — no other configuration needed.
SKILL.md — Ready to Deploy
## Description
Turns a pile of receipts and card statement lines into a submission-ready expense report with categorized line items, billable-client assignments, and a flagged exceptions list. Handles image receipts, PDF invoices, and CSV statement exports in a single pass.
## Trigger
Invoke when the user says: "reconcile my expenses", "do my expense report", "process these receipts", "categorize these charges", or when handed a folder of receipt files or a card statement export near a month-end boundary.
## Input
- **Required:** a path to a receipts folder, a CSV/OFX statement export, or both
- **Optional:** reporting period (defaults to prior calendar month)
- **Optional:** calendar export or project list for billable-client matching
- **Optional:** policy file with per-diem and receipt-threshold rules
## Steps
1. Enumerate every file in the receipts path. Note unreadable or zero-byte files immediately — do not silently skip them.
2. For each receipt, extract: vendor name, transaction date, pre-tax amount, tax, total, payment method last-4.
3. If a statement export was provided, match each receipt to a statement line by amount and date (±3 days). Record unmatched items on Copy the full SKILL.md and drop it into your agent's skills directory to activate this skill.