---
name: al-040-expense-policy-checker
description: "Check expense claims against your policy. Use when the user wants help with expenses (finance) for a small business."
---

# Expense policy checker

Check expense claims against your policy.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Your own material (text, notes or data)

## Instructions

Do the task below with the user's inputs in place of each [bracket].

Expense policy: [paste]. Claims: [paste]. For each claim say approve/question/reject with a one-line reason, and total the approved amount.

## Safety checks (share these with the user)

- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: ChatGPT, Claude, Gemini
- Based on this real-world example: https://www.atomicwork.com/blog/ai-agent-use-cases
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-040-expense-policy-checker/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/