receipt-expense-workbench
Normalize receipts, reimbursement slips, and invoices into a clean expense ledger with category mapping and anomaly flags.
Best use case
receipt-expense-workbench is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Normalize receipts, reimbursement slips, and invoices into a clean expense ledger with category mapping and anomaly flags.
Teams using receipt-expense-workbench should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/receipt-expense-workbench/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How receipt-expense-workbench Compares
| Feature / Agent | receipt-expense-workbench | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Normalize receipts, reimbursement slips, and invoices into a clean expense ledger with category mapping and anomaly flags.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# Receipt Expense Workbench
## Purpose
Normalize receipts, reimbursement slips, and invoices into a clean expense ledger with category mapping and anomaly flags.
## Trigger phrases
- 整理发票
- 报销单汇总
- receipt to expense sheet
- 做费用台账
- expense ledger
## Ask for these inputs
- receipt text or OCR output
- currency
- reimbursement policy if available
- project code
- merchant names
## Workflow
1. Extract vendor, date, amount, tax, and payment method.
2. Map each line item to the bundled category list.
3. Flag duplicates, suspicious totals, missing tax IDs, and missing attachments.
4. Generate a ledger CSV and a reimbursement-ready summary.
5. Keep uncertain fields clearly marked instead of guessing.
## Output contract
- expense ledger CSV
- category summary
- anomaly report
- reimbursement packet checklist
## Files in this skill
- Script: `{baseDir}/scripts/expense_ledger.py`
- Resource: `{baseDir}/resources/expense_categories.csv`
## Operating rules
- Be concrete and action-oriented.
- Prefer preview / draft / simulation mode before destructive changes.
- If information is missing, ask only for the minimum needed to proceed.
- Never fabricate metrics, legal certainty, receipts, credentials, or evidence.
- Keep assumptions explicit.
## Suggested prompts
- 整理发票
- 报销单汇总
- receipt to expense sheet
## Use of script and resources
Use the bundled script when it helps the user produce a structured file, manifest, CSV, or first-pass draft.
Use the resource file as the default schema, checklist, or preset when the user does not provide one.
## Boundaries
- This skill supports planning, structuring, and first-pass artifacts.
- It should not claim that files were modified, messages were sent, or legal/financial decisions were finalized unless the user actually performed those actions.
## Compatibility notes
- Directory-based AgentSkills/OpenClaw skill.
- Runtime dependency declared through `metadata.openclaw.requires`.
- Helper script is local and auditable: `scripts/expense_ledger.py`.
- Bundled resource is local and referenced by the instructions: `resources/expense_categories.csv`.Related Skills
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