Agent skill · business finance · claude-office-skills
Expense Tracker
Automate expense tracking, receipt processing, approval workflows, and reimbursement management
Why this skill is useful
Adds executable workflows for receipt processing, approval automation, and compliance checks that are not commonly found in public resources.
What it needs
Requires concur_api, expensify_submit, ocr_receipt, quickbooks_expense installed locally. Requires concur, expensify, quickbooks account access. About 4k tokens when loaded. Last updated 2026-01-31. 363 stars on the source repository.
What this skill does
Expense Tracker Comprehensive expense management skill for tracking, processing, and automating expense workflows. Core Workflows 1. Receipt Processing Pipeline 2. Expense Categories Category Examples Default Limit ---------- ---------- --------------- Travel Flights, hotels, transport $500/day Meals Team dinners, client meals $100/person Software SaaS subscriptions $200/month Equipment Hardware, peripherals $1000/item Office Supplies, printing $50/month Training Courses, conferences $2000/year 3. Approval Workflow Receipt OCR Template Extraction Fields Sample Extracted Data Expense Report Template Monthly Report Structure Policy Compliance Auto-Check Rules Violation Handling Integration Workflows Slack Expense Bot Credit Card Sync Analytics Dashboard Spending Trends Budget vs Actual Reimbursement Processing Payment Schedule Best Practices 1. Submit Promptly: Submit expenses within 7 days of transaction 2. Attach Receipts: Always include digital receipts 3. Categorize Correctly: Use standard categories 4. Add Context: Include business purpose for each expense 5. Review Before Submit: Check for policy compliance 6. Track Mileage: Log business miles in real-time
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills claude-office-skills/expense-tracker