System Documentation

What problem does it solve?

This Skill converts a forwarded receipt (image, PDF, or email) into a correctly categorized expense and a balanced double-entry journal entry without manual bookkeeping.

Core Features & Use Cases

  • Multimodal receipt extraction: Pulls vendor, date, total, and optional line items from receipts, including attachments from email forwards.
  • Chart-of-accounts safe categorization: Selects an account code against your locked chart of accounts, routing low-confidence outcomes to Suspense with the receipt attached.
  • Correct double-entry drafting: Creates draft-only journal entries with credits keyed to how the expense was paid (corp card, founder loan, cash, or ACH), never auto-posting.

Quick Start

Use log-an-expense to categorize a forwarded receipt file and draft the corresponding expense and balanced journal entry.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: log-an-expense
Download link: https://github.com/akiotanaka847/qaio-desktop/archive/main.zip#log-an-expense

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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