Finance & Compliance
Expense Report
Expense Report gives teams a fast way to understand spending without manually sorting transactions. It groups expenses by category, surfaces anomalies, and adds a short summary that makes the report easier to review. Finance operators, founders, and managers benefit when they need lightweight spend visibility for a project, month, or custom reporting window. It is especially helpful for quick reviews where speed matters more than building a full BI workflow. The production-grade value is simplicity with structure. Totals, unusual spend, and a readable summary are enough to move from raw data to action without unnecessary complexity.
One-Time Purchase
$19.99
Expense Report — NovaTech Solutions
Period: the prior calendar month · Transactions parsed: 67 · Generated: earlier this week
Summary
Total spend came in at $14,287 against an approximate run-rate baseline of $11,800/month over the past trailing quarter — a 21% increase, largely driven by a $750 AWS spike and a duplicate Figma charge. Four items require manual review before close. The duplicate is the highest-confidence policy flag and is recoverable as a vendor credit.
Total spend last month, up 21% versus the trailing-quarter average. Two items (AWS spike + Figma duplicate) account for most of the delta.
Spend by category
| Category | Amount | Share | Count | Status |
|---|---|---|---|---|
| Software & subscriptions | $6,240.00 | 43.7% | 18 | 2 flags |
| Travel & transportation | $3,412.50 | 23.9% | 12 | Clean |
| Meals & entertainment | $1,847.93 | 12.9% | 22 | 1 flag |
| Contractor & professional services | $1,500.00 | 10.5% | 2 | Clean |
| Office & supplies | $892.00 | 6.2% | 9 | Clean |
| Miscellaneous | $395.00 | 2.8% | 4 | Needs categorization |
| Total | $14,287.43 | 100% | 67 |
Policy flags
Flag 1 — Figma duplicate charge
$240 charged twice in the same week (1st and 8th of the month). High-confidence duplicate; recoverable as a vendor credit. Owner: finance ops, this week.
Flag 2 — AWS spike
AWS came in at $2,340, up from $1,590 the prior month — 47% over baseline. Likely tied to the ETL pipeline rebuild work on the Meridian engagement. Confirm with engineering before approving; it may legitimately roll into project capitalization.
Flag 3 — DoorDash single-meal charge
One DoorDash charge at $187.50 exceeds the $150 single-meal threshold. Looks like a team meal during a late deploy window. Needs an attestation note from the submitter; no policy violation if covered by team-event allowance.
Flag 4 — uncategorized $395 charge
Single charge with no vendor description on the 22nd. Cannot close the report until categorized. Owner: the submitter, this week.
By employee
Spend submitters last month
Data quality
Parse coverage
All 67 transactions parsed cleanly from the bank feed. Only one row (Flag 4) is missing a vendor description; that is a source-data issue, not a parser issue.
This sample illustrates the skill's output format. NovaTech Solutions is a fictional company used recurringly across these sample outputs. Real financial data is never included in sample outputs.
View full sample →
All sales final. No refunds on digital products.
Includes support for Claude Code, Codex, OpenClaw, and Google Antigravity in the same license.
Also in FinOps & Compliance
Bundle price: $55. Compare this skill with the full workflow bundle or Pro access.
Best for
Founders and solo operators reviewing a credit-card statement at month-end, finance leads at small companies producing a quick monthly spend snapshot for the leadership team, and consultants categorizing project-billable expenses before invoicing. Most useful when the data is a CSV export from one or two card accounts and the goal is a one-page review, not a closed-books deliverable.
Not ideal for
Companies running NetSuite, Sage Intacct, or a real ERP — the skill duplicates work the accounting system already does, and the categorization heuristics won’t match an approved chart of accounts. Also a poor fit for audit-grade reporting where every transaction needs an approver trail.
Included in this purchase
- Claude Code, Codex, OpenClaw, and Google Antigravity skill files.
- Setup guidance for the right adapter in your workspace.
- One-time license for the purchased skill version.
Setup
Plan for a short copy-and-configure setup in your preferred agent workspace. No custom integration is required for the skill file itself.
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Future Updates
This purchase includes the current version of the skill. If you want future adapter updates — meaning compatibility and packaging updates as supported platforms evolve — plus new catalog additions included automatically, upgrade to Pro.