Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports.
SkillScore78Maintained
Automatic
◆Finance & Accounting pack
Last verified 8/21/2026
What it changes
Passed 18 of 23 test cases with the skill, and 11 of 23 without it.
Without skill48%
With skill78%
Checks it passed that the model alone missed
The transaction is categorized under Travel or Transportation.
The expense is categorized under travel, meals, or entertainment.
The account number is masked to retain only the last 4 digits (9102).
and 7 more in the full report
7 fixed11 passed either way5 still failing0 broke
Pass-rate lift
+30 pp
Tokens
+76%
Agent turns
0%
Response time
+8%
Model gemini-3.6-flashMeasured 8/21/2026v118 of 23 cases passed with skill
Tokens, turns and time describe resource use, not a dollar price.
See it in action
One of 7 test cases the skill fixed. Same model, same prompt, with and without the skill.
1 of 7
Prompt
Parse this receipt from Office Max dated 2025-01-20: 5 boxes Printer Paper at $30.00 ($150.00), Tax $12.00, Total $162.00. Paid with Visa 1234. Generate the export CSV row for this transaction.
What was checked, without and with the skill
Checked
Without skill
With skill
The CSV output indicates 'Yes' or true for the Tax Deductible column status.
Missed
Passed
The category is specified as Office Supplies or Business Expenses in the CSV row.
Missed
Passed
case-19 · gemini-3.6-flash · 8/21/2026 · answers are capped and redacted
What's inside
The instructions your model reads when the skill loads.
SKILL.md151 linessingle file
Financial Document Parser
Extract structured data from financial documents with automatic categorization and analysis.
When to Use This Skill
Activate when the user:
Provides invoices, receipts, or bank statements
Asks to "parse this invoice" or "extract data from this receipt"
Needs expense categorization
Wants to track spending patterns
Asks to generate expense reports
Mentions financial document analysis
Provides PDF or image of financial documents
Instructions
Identify Document Type
Invoice (business to business)
Receipt (point of sale)
Bank statement
Credit card statement
Expense report
Tax document
Extract Core Information
For Invoices:
Invoice number
Invoice date and due date
Vendor/supplier name and contact
Client/recipient name
Line items (description, quantity, unit price, total)