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.