Today's Agent Skill: Expense Receipt Reconciliation
What It Does
Every month you dig through a folder of blurry receipt photos, a credit card statement, and an expense form that all disagree with each other. Matching them by hand takes an hour and you still miss two charges. This skill hands that reconciliation to an agent that never gets bored halfway through.
How It Works
The agent ingests a card statement export and a pile of receipts, then matches each transaction to a receipt using amount, date proximity, and merchant name fuzzy matching. It flags three buckets: confident matches, ambiguous pairs needing your eyes, and orphan charges with no receipt at all. Output is a reconciliation table plus a short list of what you actually need to chase down.
How to Deploy It
Save the SKILL.md below into your agent's skills directory (for Claude Code, that's ~/.claude/skills/expense-reconciliation/SKILL.md) and it becomes available the next time the agent starts. Then point it at a folder of receipts and a statement CSV and say 'reconcile my expenses for last month.'
SKILL.md — Ready to Deploy
# Expense Receipt Reconciliation
## Description
Matches credit card or bank transactions against a set of receipts, classifies each transaction by match confidence, and produces a reconciliation report with a short action list of unresolved items. Built for monthly expense report submission, not accounting-grade bookkeeping.
## Trigger
Activate on: reconcile my expenses, match receipts to statement, expense report, monthly expenses, which charges am I missing receipts for, receipt reconciliation. Also activate when a user supplies both a statement export and a receipt folder in the same request, even without explicit reconciliation language.
## Input
- A transaction export (CSV, OFX, or pasted table) with at minimum: date, merchant, amount.
- A receipt source: a folder of images/PDFs, a set of forwarded email receipts, or pasted receipt text.
- Optional: a reporting period, an expense policy (per-diem caps, disallowed categories), and a project or client code to tag against.
## Steps
1. Parse the transaction export into a normalized list. Reject and report any rows missing a date or amount.
2. Extract from each receipt: total, date, merchant, and payment method last-four if visCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.