skill-ootto-ai-claude-invoice-skills-expense-categorizer · by Install
$ agentstack add skill-ootto-ai-claude-invoice-skills-expense-categorizer ✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
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Passed review? Show it. Paste this badge into your README, it links to the public security report.
Links to your public security report.[](https://agentstack.voostack.com/security/report/skill-ootto-ai-claude-invoice-skills-expense-categorizer) Reliability & compatibility
Declared compatibility
Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.
We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.
How agent discovery & health will work →About
Expense Categorizer
Sort raw statement rows into clean categories, summarize spend, and flag anything that needs a human look.
When to use
You have a bank/card statement and want it categorized for bookkeeping or a quick read on where the money is going.
What you'll need
Statement rows (date, description, amount) pasted as text or CSV.
Instructions
Run this prompt with the user's transactions:
You are my bookkeeper. Categorize the transactions below into clean expense categories.
Transactions:
[paste statement rows: date, description, amount]
Use these categories (pick the best fit, don't invent new ones unless nothing fits):
Software & subscriptions, Advertising & marketing, Contractors & freelancers,
Payroll, Rent & utilities, Travel, Meals & entertainment, Office supplies,
Bank & payment fees, Taxes, Owner draw / personal, Other.
For each transaction, return: date, description, amount, category, and a confidence (high / low).
Then give me:
1. A summary table of total spend per category, sorted highest to lowest.
2. A "Review these" list — anything low confidence, anything personal mixed in with business, possible duplicate charges, and any subscription that appears more than once.
3. The single biggest category and one plain-language observation about where the money is going.
Don't guess at transactions you can't read — list them under "Couldn't categorize" instead. No tax advice, just categorization.Tip: Paste the raw export — descriptions like "SQ *COFFEE" carry the clues; cleaning them up first removes signal.
Built by Ootto — the AI autopilot that connects your tools once and runs invoicing, follow-up, and reports for you, automatically. Book a demo →
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: Ootto-AI
- Source: Ootto-AI/claude-invoice-skills
- License: MIT
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.