Today's Agent Skill: Expense Receipt Reconciler
What It Does
Month-end expense reports are where good hours go to die. You dig through a folder of blurry receipt photos, cross-check them against a credit card statement, and discover three charges with no receipt and two receipts with no charge. This skill hands that entire matching problem to an agent and gives you back a clean report plus a short list of exceptions to chase.
How It Works
The skill ingests two things: a set of receipt files (images, PDFs, or forwarded email text) and a transaction export from your card or accounting system. It extracts merchant, date, amount, and tax from each receipt, then runs a fuzzy match against transactions using amount tolerance and a date window to absorb settlement lag. Anything that matches cleanly gets a category and a policy check; anything that doesn't lands in an exceptions list with the reason it failed.
How to Deploy It
Save the SKILL.md below into your agent's skills directory (for Claude Code, that's `~/.claude/skills/expense-receipt-reconciler/SKILL.md`) and drop your receipts and a CSV transaction export into a working folder. Invoke it by name or just say "reconcile my expenses for October" and point it at the folder — the trigger block handles the rest.
SKILL.md — Ready to Deploy
# Expense Receipt Reconciler
## Description
Matches a pile of receipts against a transaction export, categorizes what matches, and surfaces what doesn't. Produces a submission-ready expense report and a short exceptions list. Built for the monthly ritual of turning a chaotic receipts folder into something Finance will accept without a follow-up email.
## Trigger
Activate on: reconcile my expenses, expense report, match receipts to statement, close out my expenses, receipt reconciliation, expense-receipt-reconciler. Also activate when the user points at a folder of receipts and mentions a card statement, month-end, or reimbursement, even without saying "reconcile."
## Input
- **Receipts**: a folder path containing images, PDFs, or `.txt` exports of forwarded receipt emails.
- **Transactions**: a CSV or Excel export with at minimum date, description, and amount columns. Column names do not need to be standardized — infer them.
- **Optional**: expense policy notes (per-diem caps, disallowed categories, required-receipt threshold), reporting period, and the user's default cost center or project code.
## Steps
1. Read the transaction export first. Normalize columns to `date`, `merchCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.