Receipt and Expense Reconciler

Purpose

Turn messy receipts/invoices into clean, auditable expense data.

Core capabilities

• extract key fields (date, vendor, amount, tax, currency, category hints)
• normalize merchant names
• categorize expenses using rule + confidence model
• detect anomalies (duplicates, outliers, suspicious amounts)
• generate monthly and quarterly tax-ready summaries

Disclaimer

This skill provides operational/accounting guidance only. It is not legal or tax advice. Always verify with a licensed accountant/tax advisor before filing.

Workflow

1. Ingest receipts/invoices (PDF/image/text/CSV).
2. Parse and normalize fields.
3. Categorize with confidence score.
4. Flag uncertain and anomalous rows for review.
5. Produce reconciled ledger and summary report.

Output format

1. Parsed records table
2. Category summary
3. Anomaly report
4. Tax-ready export checklist

Setup

Read setup.md.

Examples

See examples.md.