What do I need to use Expense Filer?

The receipts; The policy; Context; The expense system.

Is Expense Filer free to use?

Yes — run it free in the browser playground (no API key needed for the sponsored trial, or bring any provider key), or install it into Claude Code, Cursor, ChatGPT and more via npx pm-claude-skills. MIT-licensed and open source.

Expense Filer

Q: How do I know the Expense Filer output is good?

The skill verifies itself against its own quality checks: Every line traces to a receipt; every receipt appears exactly once; Totals reconcile to the cent, conversion shown per line; Every policy edge is flagged with the specific rule it grazes; Nothing ambiguous was guessed — flags ask, lines assert.

🔵 Stable🕐 updated 2026-07-17 🔷 SkillSpec L3 ⚙ ships an executable helper pm-operator

Turn a pile of receipts into a filed expense report through a tool-using agent — extraction, policy checks, and categorization done for you; submission gated on your approval. Use when asked to file my expenses, process these receipts, build my expense report, or expense this trip. Produces the itemized report with policy flags and an approval-gated filing plan.

▶ Run it free — no key needed 📝 Grade your existing draft View SKILL.md ↗

What to give it

▸The receipts — images, PDFs, forwarded emails, or a folder the agent can read

▸The policy — per-diem limits, category caps, itemization rules (or "use conservative defaults and flag everything near an edge")

▸Context — trip/project the expenses attach to, cost center, currency of the report

▸The expense system — Concur/Expensify/Ramp/a spreadsheet — and whether draft-only or submit is desired

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

✓Every line traces to a receipt; every receipt appears exactly once

✓Totals reconcile to the cent, conversion shown per line

✓Every policy edge is flagged with the specific rule it grazes

✓Nothing ambiguous was guessed — flags ask, lines assert

⚠️ What it refuses to do

Do not round away discrepancies — a report that's $3 off is wrong, not close

Do not categorize creatively to fit under caps — flag the overage; gaming policy is the user's career, not your cleverness

Do not drop suspect items silently — surfacing them is the service

Do not submit anything — filing is gated below, always

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="expense-filer"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Expense Filer is one of 599 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog