Individual skill
cowork-expense-audit
Cowork-style sweep of a folder of receipts, statements, and expense exports -- categorizes every transaction, matches receipts to statement lines, flags policy violations and anomalies, and outputs a clean expense report plus a findings memo.
cowork-expense-audit/SKILL.md
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# Cowork Expense Audit
Process an expense folder the way a careful controller does: reconcile receipts against statements, categorize consistently, and separate what is provably documented from what is missing. Input is a directory of receipts (PDF, images), card/bank statements, and any expense exports (.csv/.xlsx). Never invent an amount -- every number in the output traces to a source file.
## Workflow
1. **Inventory.** Catalog every file: receipts, statements, exports, and unclassifiable items. Note date ranges covered. If statements and receipts cover different periods, say so up front.
2. **Extract transactions.** Build a master ledger from the statements/exports: date, merchant, amount, currency. From each receipt: merchant, date, total, tax, payment method, line items when legible.
3. **Reconcile.** Match receipts to statement lines (exact amount+date first, then fuzzy within 3 days and small tip/FX variance). Output three lists: matched, statement lines with no receipt, receipts with no statement line.
4. **Categorize** every transaction (meals, travel, software, equipment, client entertainment, etc.). Use the company's category list if provided; otherwise propose one and apply it consistently. Tag anything client-billable separately.
5. **Flag.** Apply the policy if provided; otherwise apply defaults and label them as defaults: duplicate charges, weekend/holiday spend on business cards, round-number amounts, per-transaction limits exceeded, subscriptions appearing monthly with no owner, personal-looking merchants, and split transactions that dodge an approval threshold.
6. **Report.** Write `expense-report.xlsx`-ready CSV (or .xlsx if the xlsx skill is available) with the full categorized ledger, plus `audit-findings.md`: totals by category, reconciliation gaps, flagged items each with severity and the specific source file cited, and a missing-documentation list to chase.
## Rules