Agent skill · data analytics · onewave-ai
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.
Why this skill is useful
Adds a comprehensive executable workflow for expense auditing that includes categorization, reconciliation, and reporting, which the AI cannot generate from general knowledge alone.
What it needs
Requires bash installed locally. About 2k tokens when loaded. Last updated 2026-07-15. 242 stars on the source repository.
What this skill does
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 Never fabricate or estimate amounts. An unreadable receipt is logged as unreadable, not guessed. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills onewave-ai/cowork-expense-audit