Today's Agent Skill: Expense Receipt Sorter
What It Does
Office workers lose hours every month manually matching receipts to expense categories, chasing missing line items, and reformatting totals for finance software. A single AI agent skill can ingest a folder of receipt images or PDFs and hand back a clean, categorized expense sheet in minutes.
How It Works
The agent reads each receipt via OCR or file parsing, extracts vendor, date, amount, and tax, then classifies the purchase into standard expense categories (travel, meals, software, office supplies) using merchant name and line-item context. It flags anything ambiguous or missing a required field instead of guessing silently.
How to Deploy It
Drop the SKILL.md file into any SKILL.md-compatible agent's skills directory and point it at a folder of receipt files as the trigger input. Most agents will auto-load it on next session start; no additional API keys are needed beyond the agent's existing file-read and OCR capabilities.
SKILL.md — Ready to Deploy
## Description
Extracts structured expense data from receipt images and PDFs, categorizes each purchase, and outputs a reconciliation-ready expense report. Reduces manual data entry for monthly expense submissions.
## Trigger
Activate when the user provides a folder or batch of receipt files (images, PDFs, or scanned documents) and asks for an expense report, reimbursement summary, or categorized spend breakdown.
## Input
- One or more receipt files (JPG, PNG, PDF)
- Optional: target expense category list (defaults to standard set: Travel, Meals & Entertainment, Software & Subscriptions, Office Supplies, Other)
- Optional: date range filter
## Steps
1. Read each file and extract raw text via OCR or native PDF text extraction.
2. Parse vendor name, transaction date, subtotal, tax, and total amount from the extracted text.
3. Match vendor name against a lightweight category heuristic (e.g., airlines/hotels → Travel, SaaS vendors → Software).
4. Flag any receipt missing a required field (date, total, or vendor) instead of guessing — mark it "Needs Review."
5. Deduplicate near-identical entries (same vendor, date, and amount within $1).
6. Compile all entries into a single structureCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.