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Categorize invoices and receipts by vendor, expense, and tax bucket, detect duplicates, and produce a tax-ready monthly summary. Use during bookkeeping, tax prep, or expense reimbursement.
Passed 20 of 23 test cases with the skill, and 10 of 23 without it.
and 7 more in the full report
10 fixed10 passed either way3 still failing0 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 10 test cases the skill fixed. Same model, same prompt, with and without the skill.
When asking clarification questions before starting receipt categorization, what is the maximum number of questions to ask at once?
| Checked | Without skill | With skill |
|---|---|---|
| Limit clarification questions to 2 to 3 questions. | Missed | Passed |
The instructions your model reads when the skill loads.
Bulk-categorize a CSV of invoices or receipts, detect duplicates, and produce a tax-ready monthly summary.
invoice, invoices, receipt, receipts, expense, expenses, bookkeeping, accounting, tax, tax prep, categorization, vendor, reimbursement, monthly summary
Before categorizing, confirm these inputs. If any is unknown or vague, ASK — do not assume:
category_rules.json and cut the uncategorized bucketStop rule: ask only the 2-3 that most change the output. If the user says "just draft it," proceed and list your assumptions at the top of the artifact.
test cases passed, vs 10 / 23 without
More skills from the same source and nearby in the registry, with their headline benchmark lift.