expense-categorization

What problem does it solve?

This skill automates the tedious process of classifying business expenses, assigning them to departments, and identifying tax-deductible items, streamlining bookkeeping and financial analysis.

Core Features & Use Cases

• Automated Classification: Assigns expenses to predefined categories (e.g., Travel, Software, Supplies).
• Department Allocation: Routes costs to the correct department based on rules or cardholder.
• Tax Deductibility Flagging: Identifies and flags expenses eligible for tax deductions.
• Use Case: Process a month's worth of credit card transactions to generate a categorized spending report for accounting and tax preparation.

Quick Start

Categorize the provided CSV transaction data for November, assigning expenses to Engineering, Marketing, and Operations departments.