Receipt Folder to Expense Report
Turn a folder of receipt PDFs and photos into an expense spreadsheet: right totals, tax and tip split, duplicates caught, nothing guessed.
Before & after
Same prompt, same agent — the only difference is the skill.
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.
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
A confident wrong number on an expense report is worse than a blank. This skill reads every receipt in a folder, takes the right number off each one, catches duplicates, and flags anything it cannot read instead of guessing.
What it does
- Picks the amount actually paid: card slip over itemized bill, real tip over suggested tip lines, refunds as negatives
- Records tax separately only when printed, and handles VAT-inclusive receipts correctly
- Flags ambiguous dates (04/05), ambiguous currencies ($), and unreadable digits
- Detects duplicates across photos, PDFs, email confirmations, and pre-authorizations
- Checks your own policy rules (meal caps, receipt thresholds) and matches receipts to a card statement if you provide one
What you get
A spreadsheet with an expenses sheet traceable to filenames, a needs-review sheet with reasons, and a summary by category and currency using formulas.
Best for
Solopreneurs, consultants, and small-business owners turning trip or month-end receipt piles into reimbursement or bookkeeping reports.
SKILL.md preview
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name: receipt-folder-expense-report
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