receipt expense report

Expense reporting is a manual grind of reading faded receipts, calculating exchange rates, and renaming files. This skill automates the extraction and validation of expense data, generating audit-ready reports that finance teams actually accept.

What it does

• Data Extraction reads dates, merchants, totals, and VAT from photos, PDFs, or emails.
• Multi-currency Handling applies specific exchange rates from card statements or prescribed company rates with full rounding support.
• Policy Validation flags duplicates, weekend expenses, missing receipts, and limit violations before submission.
• File Organization renames and numbers receipt copies to match report line items exactly.
• Automated Calculations handles mileage, advances, and splits personal items from corporate bills.

How it works

1. Ingest by providing receipt files; the agent extracts core data and asks for missing context like business purpose or payment method.
2. Configure by setting the report currency, period, and any specific company policy limits or mileage rates.
3. Build using the provided Python script to generate the structured report and the organized receipt folder.
4. Audit the generated checks for warnings or errors, fixing data or providing justifications until the report is clean.

Frameworks & tools

Uses a specialized Python 3.8 script (expenses.py) for processing. Works within environments supporting image analysis and local file system operations like Claude Code or Desktop.

Why this beats prompting it yourself

Generic prompts often hallucinate currency conversions or fail to maintain a strict one-to-one mapping between files and report lines. This skill uses a local execution script to ensure mathematical precision and physical file management that chat-only prompts cannot perform.

Use cases

• Business Travel to compile a week of foreign currency receipts into a single reimbursement request.
• Monthly Filing for freelancers or employees managing recurring hardware and software subscriptions.
• Tax Prep to extract VAT data and organize supporting documentation for accountants.

Known limitations

Requires Python 3.8+ for report generation. The script does not have network access, so users must provide exchange rates or card statements manually.