receipt-expense-sorter

What This Skill Does

The Receipt Expense Sorter is a specialized OpenClaw AI agent skill designed to streamline financial administration tasks. It acts as an intelligent assistant that processes raw receipt data, expense logs, and financial documentation. By analyzing inputs, the skill organizes your expenses into structured formats based on billing cycles (weekly/monthly), expenditure categories (travel, meals, office supplies, etc.), and document integrity status. It automatically identifies missing receipts, suggests standardized naming conventions for your files, and highlights incomplete documentation, ensuring your financial records are audit-ready before they reach formal systems.

Installation

To integrate this skill into your OpenClaw environment, execute the following command in your terminal: clawhub install openclaw/skills/skills/52yuanchangxing/receipt-expense-sorter Ensure your local environment has the necessary access to the {baseDir}/resources/ directory to utilize the included specification files and output templates.

Use Cases

This skill is perfect for freelancers, remote workers, and office administrators who handle significant amounts of expense documentation. Use it when you need to perform an end-of-month reconciliation, organize digital receipts into categorized folders, or check if your expense report complies with the naming standards required by your company's accounting department. It helps prevent submission errors by highlighting issues before you actually submit expenses to a formal Finance ERP or accounting software.

Example Prompts

1. "I've uploaded a zip file of this month's receipts. Can you group them by category and let me know which dates are missing an invoice or receipt image?"
2. "Here is my expense list from my recent business trip. Please group them by date, suggest standard names for the files, and tell me which ones lack a clear receipt amount."
3. "Review these travel expenses for Q3 and create a summary report. Please follow the naming convention: YYYY-MM-DD_Category_Amount. Also, flag any missing documentation before I submit it to our finance team."

Tips & Limitations

• Safety First: This skill is strictly a preprocessing tool. It is designed to be read-only and is not intended to replace your organization's formal financial or ERP software.
• Data Integrity: Never use this skill to generate fake invoices or manipulate transaction data. The AI will output a 'review draft' by default, allowing you to verify accuracy before performing any final actions.
• Customization: Utilize the {baseDir}/resources/spec.json file to align the skill with your specific internal naming standards or categorization logic. If you encounter errors, check the logs generated by the scripts in the scripts/ directory to ensure permissions are configured correctly.