Turns raw expense data into formatted reimbursement reports with proper categorization and summaries. You feed it receipts or transaction lists, specify whether it's for reimbursement, taxes, or budget tracking, and it outputs structured tables broken down by category like travel, meals, lodging. Includes templates for standard reimbursement forms, travel reports, and monthly summaries, plus reference tables for common business categories and IRS alignment. Works with spreadsheet tools through MCP for reading and creating Excel files. Honestly most useful if you're drowning in receipts and need to turn them into something finance will actually accept. The categorization logic saves time, though you'll still want to review the output before submitting.

skills.sh installs
4.9K
GitHub stars
572
last updated
Aug 21, 2026

Install

$ npx -y skills add claude-office-skills/skills --skill expense-report --agent claude-code

Installs into .claude/skills of the current project.

Files

Expense Report

Overview

This skill helps you organize business expenses into clear, categorized reports suitable for reimbursement requests, accounting, and tax preparation.

Use Cases:

  • Creating expense reimbursement reports
  • Organizing receipts for tax preparation
  • Categorizing business expenses
  • Summarizing travel expenses
  • Preparing monthly/quarterly expense summaries

How to Use

  1. Provide your expense information (receipts, transactions, or descriptions)
  2. Specify the purpose (reimbursement, tax prep, budget tracking)
  3. Tell me your expense categories or policies
  4. I'll create a structured expense report

Example prompts:

  • "Create an expense report from these receipts for my business trip"
  • "Categorize and summarize my expenses for the month"
  • "Format these expenses for reimbursement"
  • "Help me organize my freelance business expenses for taxes"

Expense Report Templates

Standard Reimbursement Report

# Expense Report

**Employee:** [Name]
**Department:** [Department]
**Report Period:** [Start Date] - [End Date]
**Purpose:** [Business trip / Project / General]
**Submission Date:** [Date]

Sponsors

Details

Repository
github.com/claude-office-skills/skills
Category
Office & Documents
First seen
Apr 16, 2026

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