Skip to content
SkillReady to runFinance

Receipt Expense Extractor

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Jun 15, 2026

Trigger check passed

Editorially graded · Jun 15, 2026

Transforms receipt images, scans, PDFs, or pasted OCR text into a formatted XLSX expense log with IRS-aligned categories, normalized vendor names, subtotal/tax/tip separation, duplicate detection, and a verbatim Raw Extraction audit tab. Use when you have one or more paper or digital receipts and need a clean, import-ready expense record for QuickBooks, Expensify, SAP Concur, or any accounting or ERP system.

What you get

An installable SKILL.md file for your AI assistant. Produces an Excel workbook (.xlsx).

Works in
Claude Code · Cursor
Native — drops into .claude/skills/
Copilot · Codex · Gemini CLI
Native — reads .agents/skills/
claude.ai — web & desktop
Upload the .zip in Customize → Skills
ChatGPT
Via a Project — paste into its instructions

See it in action

A real input → output sample

Sample input
A user submits two receipts: a PDF scan from a client dinner at 'La Trattoria' in NYC (date: March 12, 2025, subtotal: $85.00, tax: $10.62, total: $95.62) and a pasted text receipt from Amazon (date: 03/15/25, items: software subscription $49.99, mouse $19.99, total: $69.98). The user is based in the US and doesn't have their employee ID or category information handy.
Sample output
Sample Excel output produced by the Receipt Expense Extractor skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
An XLSX workbook (`expense_log_20250315.xlsx`) with two tabs: 'Expense Log' and 'Raw Extraction'. The 'Expense Log' tab contains formatted data including date, vendor, description, category, subtotal, tax, and total for each receipt, with assumptions and notes. A matching CSV file (`expense_log_20250315.csv`) is also provided.

Goes well with

Related