Receipt Folder To Expense Report Cowork

Drop 100+ mixed PDF and JPEG receipts into a Cowork playground folder and get back a flagged Excel expense report with date, vendor, category, amount, totals.

Business Opsbusiness-opsp3
by AgentVoltv1.0.0Published 1y ago1 install
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Before & after

Same prompt, same agent — the only difference is the skill.

PromptI have 150 receipts in a folder, need an expense summary
Beforegeneric AI agent
You could definitely automate that. I'd suggest something like scanning the receipts with OCR software or manually uploading them to a tool that extracts the data. You'd probably want to organize them by category and date. There are a few different approaches—you could use Excel with formulas, a receipt scanning app, or even set up a Zapier workflow if you're comfortable with that. What format are your receipts in right now, JPEG or PDF? Do you need categorization or just a sum total? Once I know more about your requirements, I can suggest the best approach.
Afterwith Receipt Folder To Expense Report Cowork
EXPENSE REPORT FROM 150 RECEIPTS

INPUT SETUP (Your folder)
• Local path: /Users/you/Receipts/
• File types: JPEGs and PDFs (mixed, 150 total)
• Size range: 200KB-5MB per file

OCR EXTRACTION RESULTS
• Successfully read 147/150 receipts
• Flagged for manual review: 3 blurry receipts

EXTRACTED DATA
• Total expenses: 147 receipts → 12,485 USD
• Date range: June 1 - July 31, 2026
• Merchant count: 43 unique vendors

CATEGORIES & TOTALS
• Travel (flights, hotels): 4,230 USD (33.9%)
  → Southwest Airlines: 1,850
  → Marriott Hotels: 1,520
  → Uber/Lyft: 860
• Meals & Entertainment: 2,150 USD (17.2%)
  → Restaurant charges: 1,680
  → Coffee shops: 470
• Office Supplies: 1,875 USD (15.0%)
  → Staples: 920
  → Amazon Business: 955
• Software & Subscriptions: 2,200 USD (17.6%)
• Miscellaneous: 2,030 USD (16.2%)

OUTPUT FILE
• Format: Excel workbook (expense_report_2026_H1.xlsx)
• Sheets: Raw Data, Categorized Summary, Totals by Vendor, Flagged Receipts
• Totals row: Sums each category, calculates tax deductible vs. non-deductible
• Flagged rows: Rows 42, 68, 119 (blurry, unable to read amount)
• Download ready: Saved to /Users/you/Receipts/

About this skill


name: receipt-folder-expense-report description: Drop 100+ mixed PDF and JPEG receipts into a Cowork playground folder and get back a flagged Excel expense report with date, vendor, category, amount, totals.

Receipt Folder To Expense Report Cowork

What This Does

The creator points Cowork at a receipts folder with 100+ files across PDFs and JPEGs. Cowork reads each image, extracts fields, marks anything blurry for review, and outputs a formatted Excel with a totals row. Bypasses claw chats 20-file per-conversation limit.

What You Get

  • Local-folder read of PDFs and JPEGs
  • per-receipt OCR
  • flagged rows for manual verification
  • totals row and category columns
  • Excel output saved back to the folder

Customize

  • receipt_folder: local path
  • columns: date, vendor, category, amount, or custom
  • category_rules: how to classify
  • flag_criteria: blur, missing amount, missing date
  • totals: sum by category, month, or both

Sample Output

Cowork processes 100+ mixed receipts and drops a formatted Excel expense report in the same folder, with blurry rows flagged for verification.

Target Audience

Solopreneurs and small-business owners drowning in receipts

SKILL.md preview

SKILL.md
---
name: receipt-folder-expense-report
description: Use this skill when a folder of 100+ mixed PDF and JPEG receipts needs to become a flagged Excel expense report with totals.
version: 1.0.0
category: Business Ops
author: AgentVolt
license: proprietary
tags:
  - business-ops
  - p3
---

# Receipt Folder To Expense Report Cowork

Reads every receipt in a folder — PDFs and photos mixed together — and produces a formatted Excel expense report with flagged rows for anything unreliable.

## When to use

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