Today's Agent Skill: Expense Receipt Reconciler
What It Does
Month-end expense reports eat hours because receipts live in twelve different places — inbox attachments, photo rolls, PDF downloads, and a shoebox of crumpled paper. Matching each one to the right card line item is tedious, error-prone work that nobody wants and finance always rejects. This skill turns a folder of raw receipts into a clean, categorized, submission-ready reconciliation table.
How It Works
The agent ingests a directory of receipt files plus an exported card statement CSV, then extracts vendor, date, total, and tax from each receipt via OCR or text parsing. It fuzzy-matches every receipt against statement lines on amount-and-date proximity, assigns an expense category from a policy map, and flags anything unmatched or over policy limits. Output is a reconciliation table plus an exceptions list scoped to only what needs a human decision.
How to Deploy It
Save the block below as `SKILL.md` in your agent's skills directory (`~/.claude/skills/expense-receipt-reconciler/SKILL.md` for Claude Code, or the equivalent skills path for any SKILL.md-compatible runtime). Point it at a receipts folder and a statement CSV on first run — no other configuration needed.
SKILL.md — Ready to Deploy
# Expense Receipt Reconciler
## Description
Reconciles a batch of receipt files against a credit card or bank statement export, producing a categorized expense reconciliation table and an exceptions list. Handles image receipts (OCR), PDF receipts, and plain-text confirmations. Designed to reduce a multi-hour month-end task to a single review pass over flagged exceptions.
## Trigger
Activate when the user asks to reconcile receipts, build an expense report, match receipts to a statement, or prepare expenses for submission. Common phrasings: "reconcile my receipts", "match these receipts to my statement", "build my expense report", "categorize these receipts", "month-end expenses". Also activate when the user supplies both a receipts folder and a statement file without naming the task.
## Input
- `receipts_path` (required): directory containing receipt files (`.jpg`, `.png`, `.pdf`, `.txt`, `.eml`).
- `statement_csv` (required): exported statement with at minimum date, description, and amount columns.
- `policy_map` (optional): category rules, e.g. `{"Uber|Lyft": "Ground Transport", "Delta|United": "Airfare"}`. Default to a standard business-expense taxonomy if absent.
- `limits`Copy the full SKILL.md and drop it into your agent's skills directory to activate this skill.