Individual skill
expense-reconciliation
Reconciles submitted expense claims against the receipts and statements sitting in the mailbox, lists what is missing or unmatched, and drafts the chaser to each claimant. Use when the user asks to reconcile expenses, check expense claims, find missing receipts, chase expense documentation, or prepare the expense pack before a close.
packs/finance-finops/expense-reconciliation/skill/SKILL.md
Source commit d10af7a3e2da1bdc54d72e6a4af870c2e1212464
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- Observed behavior
- Not checked yet
- Last checked
- Nov 6, 2026
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- Repository stars (not skill ratings)
- 19
- Repository last updated
- Nov 5, 2026
- License
- MIT
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- agent-skills Repository topic
- ai-governance Repository topic
- copilot Repository topic
- copilot-cowork Repository topic
- cowork Repository topic
- m365 Repository topic
- microsoft-365-copilot Repository topic
- microsoft365 Repository topic
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- docs Derived category
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SKILL.mdcore · 2,893 bytesSKILL.mdcore · 2,893 bytesreferences/config.mddoc · 461 bytes
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# Expense Reconciliation
Finds the gap between what was claimed and what was evidenced, before someone else does.
## Inputs
- Mailbox, through **Email**, for receipts, card statements and claim confirmations
- A claims export the user supplies, through **Excel**
- `references/config.md` for the period, the materiality threshold and the policy rules to check
## Procedure
1. **Load the claims export.** If none is supplied, say so and stop: reconciliation without the
claim side is not reconciliation, it is a receipt hunt. Offer that instead.
2. **Gather evidence** from the mailbox over the period: receipts, invoices, card statements.
3. **Match** each claim to evidence on amount, date within the config tolerance, and merchant.