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 workers spend 45 minutes a month squinting at faded coffee receipts, guessing at cost centers, and getting the whole submission bounced back over a missing line item. An agent can read the pile, categorize it, and hand you a submission-ready ledger.
How It Works
The skill ingests receipt images, PDF invoices, or a card statement export and extracts vendor, date, amount, tax, and currency from each one. It maps every line to your organization's expense categories, flags anything above policy limits or missing required documentation, and reconciles the extracted set against the card statement to catch duplicates and orphans. Output is a clean table plus a short exceptions list you actually have to think about.
How to Deploy It
Save the SKILL.md content below to your agent's skills directory (for Claude Code, that's `~/.claude/skills/expense-report-reconciler/SKILL.md`) and drop your company's category list and policy limits into the Notes section. Then point the agent at a folder of receipts and your card statement CSV — it triggers on any mention of expense reports, receipts, or reimbursement.
SKILL.md — Ready to Deploy
## Description
Turns a pile of receipts and a card statement into a submission-ready expense report. Extracts line-item data, assigns cost categories, reconciles against the statement, and isolates the exceptions that need human judgment.
## Trigger
Fires on: expense report, reconcile receipts, reimbursement, submit expenses, categorize receipts, corporate card statement, month-end expenses. Also fires when the user supplies a folder of receipt images or a card statement export and asks for anything resembling cleanup or submission prep.
## Input
- Receipt artifacts: images (JPG/PNG/HEIC), PDF invoices, or emailed confirmations
- Optional: corporate card statement as CSV or PDF
- Optional: reporting period (defaults to prior calendar month)
- Optional: cost center or project code to apply as default
## Steps
1. Inventory every artifact provided. Log filename, format, and legibility. Do not skip unreadable items — list them as exceptions.
2. Extract per receipt: vendor name, transaction date, subtotal, tax, tip, total, currency, payment method last-4.
3. Normalize currency to the reporting currency using the transaction-date rate. Record both the original and converted amountCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.