Expense Report
Turn messy receipts and transaction notes into categorized expense reports and spreadsheets for reimbursement, taxes, or monthly bookkeeping.
Overview
Expense Report is an agent skill most often used in Operate (also Grow analytics-adjacent planning) that organizes business spending into categorized reports and Excel-ready summaries for reimbursement and tax prep.
Install
npx skills add https://github.com/claude-office-skills/skills --skill expense-reportWhat is this skill?
- Structures business expenses into reimbursement-ready, accounting-friendly reports
- Supports categorization against your policies and purpose (reimbursement, tax prep, budget tracking)
- MCP office tools: read_xlsx, create_xlsx, analyze_spreadsheet for Excel workflows
- Covers travel summaries and monthly or quarterly rollups
- Documented for Claude Sonnet/Opus and compatible GPT models with finance department tagging
- Documents 3 MCP tools: read_xlsx, create_xlsx, analyze_spreadsheet
Adoption & trust: 2.4k installs on skills.sh; 196 GitHub stars; 3/3 security scanners passed (skills.sh audits).
What problem does it solve?
You have scattered receipts and charges but no clean categorized report your accountant or employer will accept.
Who is it for?
Solo builders and freelancers who periodically batch expenses and want agent-guided categorization plus xlsx output via office MCP tools.
Skip if: Automated corporate card feeds with enforced ERP integration, or legal tax advice without human accountant review.
When should I use this skill?
Creating expense reimbursement reports, organizing receipts for tax preparation, categorizing business expenses, or summarizing travel and periodic expenses.
What do I get? / Deliverables
You get a structured expense breakdown and spreadsheet-oriented output aligned to your categories and stated purpose (reimbursement, tax, or budget tracking).
- Structured categorized expense report
- Excel workbook created or updated via MCP where available
- Travel or period summary suitable for accounting
Recommended Skills
Journey fit
Spans multiple journey phases - primary shelf plus alternate fits below.
Expense reporting is ongoing business operations once you are running a solo venture, not a one-time launch task. Iterate fits recurring expense cycles—monthly summaries, policy tweaks, and reimbursement packets—rather than greenfield product code.
Where it fits
Batch last month’s SaaS and coworking charges into a reimbursement packet before you invoice a client.
Normalize travel receipts from a conference trip into categories your accountant expects on export.
Roll up quarterly tool spend to see which subscriptions to cut before renewal season.
Estimate true per-project operating costs from pilot expenses before setting freelance rates.
How it compares
Conversational expense organizer with spreadsheet MCP hooks—not a live payments API or full accounting system replacement.
Common Questions / FAQ
Who is expense-report for?
Indie operators, consultants, and small-team finance leads who need readable reimbursement or tax-prep expense packets from informal inputs.
When should I use expense-report?
In Operate when closing a month or quarter of spending; in Grow when reviewing travel and SaaS costs against budget; whenever you need categorized summaries before filing reimbursement or updating forecast spreadsheets.
Is expense-report safe to install?
Review the Security Audits panel on this page; do not paste full card numbers or employer secrets—use redacted exports and verify MCP spreadsheet access scopes.
SKILL.md
READMESKILL.md - Expense Report
# Expense Report ## Overview This skill helps you organize business expenses into clear, categorized reports suitable for reimbursement requests, accounting, and tax preparation. **Use Cases:** - Creating expense reimbursement reports - Organizing receipts for tax preparation - Categorizing business expenses - Summarizing travel expenses - Preparing monthly/quarterly expense summaries ## How to Use 1. Provide your expense information (receipts, transactions, or descriptions) 2. Specify the purpose (reimbursement, tax prep, budget tracking) 3. Tell me your expense categories or policies 4. I'll create a structured expense report **Example prompts:** - "Create an expense report from these receipts for my business trip" - "Categorize and summarize my expenses for the month" - "Format these expenses for reimbursement" - "Help me organize my freelance business expenses for taxes" ## Expense Report Templates ### Standard Reimbursement Report ```markdown # Expense Report **Employee:** [Name] **Department:** [Department] **Report Period:** [Start Date] - [End Date] **Purpose:** [Business trip / Project / General] **Submission Date:** [Date] ## Summary | Category | Amount | |----------|--------| | Transportation | $XXX.XX | | Lodging | $XXX.XX | | Meals | $XXX.XX | | Other | $XXX.XX | | **Total** | **$XXX.XX** | ## Expense Details ### Transportation | Date | Description | Vendor | Amount | Receipt | |------|-------------|--------|--------|---------| | [Date] | [Description] | [Vendor] | $XX.XX | ✓ | ### Lodging | Date | Description | Vendor | Amount | Receipt | |------|-------------|--------|--------|---------| | [Date] | [Hotel name] | [Vendor] | $XX.XX | ✓ | ### Meals & Entertainment | Date | Description | Attendees | Business Purpose | Amount | Receipt | |------|-------------|-----------|------------------|--------|---------| | [Date] | [Restaurant] | [Names] | [Purpose] | $XX.XX | ✓ | ### Other Expenses | Date | Description | Category | Amount | Receipt | |------|-------------|----------|--------|---------| | [Date] | [Description] | [Category] | $XX.XX | ✓ | ## Approvals - [ ] Employee Signature: _____________ Date: _______ - [ ] Manager Approval: _____________ Date: _______ - [ ] Finance Approval: _____________ Date: _______ ## Notes [Any additional context or explanations] ``` ### Travel Expense Report ```markdown # Travel Expense Report **Traveler:** [Name] **Trip Dates:** [Start] - [End] **Destination:** [City, Country] **Business Purpose:** [Reason for travel] ## Trip Summary - **Duration:** [X] days - **Total Expenses:** $X,XXX.XX - **Per Diem Allowance:** $XXX.XX - **Variance:** +/- $XX.XX ## Pre-Trip Expenses | Item | Vendor | Amount | Date Paid | |------|--------|--------|-----------| | Flight | [Airline] | $XXX.XX | [Date] | | Hotel Booking | [Hotel] | $XXX.XX | [Date] | | Conference Registration | [Event] | $XXX.XX | [Date] | ## Daily Expenses ### Day 1 - [Date] | Category | Description | Amount | |----------|-------------|--------| | Transport | Airport taxi | $XX.XX | | Meals | Dinner | $XX.XX | | **Day Total** | | **$XX.XX** | ### Day 2 - [D