Today's Agent Skill: Expense Report Reconciler
What It Does
Every month you dump a pile of receipts into a spreadsheet, then spend an hour squinting at card statements trying to figure out which charge matches which coffee. Finance bounces it back because two line items don't tie out and one receipt is missing a vendor name. The reconciliation work is mechanical, but nobody has automated it because the inputs are messy.
How It Works
The skill ingests a set of receipt images or text extracts alongside a card statement export, then matches each statement line to a receipt by amount, date proximity, and vendor fuzzy match. Unmatched charges and orphaned receipts get flagged separately rather than silently dropped. Output is a clean reconciliation table plus an exceptions list you can act on in five minutes.
How to Deploy It
Drop the SKILL.md into your agent's skills directory — `~/.claude/skills/expense-report-reconciler/SKILL.md` for Claude Code, or the equivalent skills path for any SKILL.md-compatible runtime. The agent picks it up on next session start and fires on any mention of expense reconciliation or receipt matching.
SKILL.md — Ready to Deploy
# Expense Report Reconciler
## Description
Reconciles receipts against a card or bank statement export, producing a matched line-item table and an exceptions list. Handles fuzzy vendor names, date drift between transaction and posting, and partial-amount splits. Built for the monthly expense report grind — the goal is a submittable report plus a short list of things only a human can resolve.
## Trigger
Fires on: "reconcile my expenses", "match these receipts", "expense report", "which charges am I missing receipts for", "tie out my statement", "reconcile the card statement". Also fires when the user supplies both a statement export and a receipt folder in the same request, even without explicit reconciliation language.
## Input
- **Statement export** — CSV, OFX, or pasted text with date, description, and amount columns.
- **Receipts** — image files, PDFs, or pasted text. Vendor, date, and total are the required fields; extract them if not already structured.
- **Optional:** expense policy notes (per-diem caps, disallowed categories), reporting period bounds, GL category mapping.
## Steps
1. Normalize the statement into `date | vendor | amount | raw_description` rows. Strip procCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.