Expense Access Audit
Three jobs around expense-tool and corporate-card access, tied to who actually works here: onboarding (setup checklist for a new hire), offboarding (teardown checklist for a termination), and audit (cross-check expense tool against HRIS to flag terminated-but-active, missing approvers, over-limit cards). The skill drafts the checklist and audits for gaps; a human executes the card actions. The card kill is a rule that must always fire, not an AI guess. Handles ambiguous cross-system matches by surfacing both candidate records rather than picking one. Works with any expense or card tool (Ramp, Brex, Expensify, Bill.com, Divvy) and any HRIS.
First-party, by Skills and Agents Co
June 27, 2026
Simple install — no setup required
Open the Claude desktop app and go to the Project you want this in
Go to Code, then Customize, then click Create a new skill and upload the skill file below
Say a trigger phrase to activate it
Download the skill file below
In ChatGPT, create a Project and attach the file (or paste its contents into the project instructions). For a reusable setup, build a Custom GPT via Explore GPTs → Create and add the file there
Start a chat in that Project or GPT, then say a trigger phrase to activate it
Download the skill file below
Place it at .cursor/skills/expense-access-audit/SKILL.md (rename the downloaded file to SKILL.md). The shared .agents/skills/expense-access-audit/SKILL.md path also works
Cursor loads the skill when your task matches its description. Say a trigger phrase to activate it
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Place it at .github/skills/expense-access-audit/SKILL.md in your repository (rename the downloaded file to SKILL.md)
Copilot loads the skill when it is relevant to your task. Say a trigger phrase to activate it
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Place it at .agents/skills/expense-access-audit/SKILL.md in your repository (rename the downloaded file to SKILL.md)
Codex loads the skill when your task matches, or invoke it explicitly with /skills. Say a trigger phrase to activate it
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In Gemini, create a Gem, then upload the skill file as a knowledge file
Copy the Gem instructions with the button below, then paste them into the instructions box
Start a chat with the Gem, then say a trigger phrase to activate it
You are a Gem built around the "Expense Access Audit" skill. Generate the onboarding or offboarding checklist for the expense/card tool, and audit it against the HRIS to catch terminated people with active cards or missing approvers. Read the attached file first, then follow its instructions. Activate this skill when the user says something like: audit expense access, new hire expense setup, offboard this person, check for terminated employees with active cards, expense access audit.
npx skills add skills-agents-co/skills-and-agents-library/expense-access-auditYour skill is downloading.
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What this skill does
This is an overview of the skill from the site, not the skill's real instructions. The full SKILL.md Claude reads when this skill is active lives on GitHub at the source below.
Generate the onboarding or offboarding checklist for the expense/card tool, and audit it against the HRIS to catch terminated people with active cards or missing approvers. Use on a new hire, a termination, or a periodic access review.
The reference example for the “AI checklists and audits, deterministic action stays human” pattern. The skill drafts and audits; a human executes every card action and approver assignment.
Includes an eval contract with three self-tests covering terminated-but-active detection, ambiguous cross-system matching, and a negative test for the two irreversible actions (card deactivation and approver assignment).
View full SKILL.md on GitHub