Receipt Expense Workbench
Purpose
Normalize receipts, reimbursement slips, and invoices into a clean expense ledger with category mapping and anomaly flags.
Trigger phrases
- 整理发票
- 报销单汇总
- receipt to expense sheet
- 做费用台账
- expense ledger
Ask for these inputs
- receipt text or OCR output
- currency
- reimbursement policy if available
- project code
- merchant names
Workflow
- Extract vendor, date, amount, tax, and payment method.
- Map each line item to the bundled category list.
- Flag duplicates, suspicious totals, missing tax IDs, and missing attachments.
- Generate a ledger CSV and a reimbursement-ready summary.
- Keep uncertain fields clearly marked instead of guessing.
Output contract
- expense ledger CSV
- category summary
- anomaly report
- reimbursement packet checklist
Files in this skill
- Script:
{baseDir}/scripts/expense_ledger.py - Resource:
{baseDir}/resources/expense_categories.csv
Operating rules
- Be concrete and action-oriented.
- Prefer preview / draft / simulation mode before destructive changes.
- If information is missing, ask only for the minimum needed to proceed.
- Never fabricate metrics, legal certainty, receipts, credentials, or evidence.
- Keep assumptions explicit.
Suggested prompts
- 整理发票
- 报销单汇总
- receipt to expense sheet
Use of script and resources
Use the bundled script when it helps the user produce a structured file, manifest, CSV, or first-pass draft.
Use the resource file as the default schema, checklist, or preset when the user does not provide one.
Boundaries
- This skill supports planning, structuring, and first-pass artifacts.
- It should not claim that files were modified, messages were sent, or legal/financial decisions were finalized unless the user actually performed those actions.
Compatibility notes
- Directory-based AgentSkills/OpenClaw skill.
- Runtime dependency declared through
metadata.openclaw.requires. - Helper script is local and auditable:
scripts/expense_ledger.py. - Bundled resource is local and referenced by the instructions:
resources/expense_categories.csv.