Create an expense audit agent with a finance skill

Skills package a consistent set of business rules into a reusable method that can be bound to multiple agents. This tutorial uses expense auditing as an example: import a custom skill, then create a reusable expense audit agent to identify duplicate claims, unusual amounts, missing attachments, and expense categorization issues.

The entire process takes about 20 minutes. The tutorial provides a skill package ready to import and a set of test data.

What you will accomplish

  • Download and inspect the expense audit skill package.

  • Import the skill into the current workspace.

  • Create an expense audit agent and bind the skill to it.

  • Start an audit using test expense records.

  • Review risk levels, evidence, and recommended actions.

Before you begin

The package contains English skill instructions, audit rules, CSV headers, and sample records. Amounts are denominated in CNY so that the rules and expected findings below use the same currency.

The sample package contains these files:

File

Purpose

SKILL.md

Defines the audit scope, execution steps, and output format

references/expense-policy.md

Provides rules for reviewing amounts, attachments, and expense categories

examples/expense-records.csv

Contains four expense records for testing the skill

Steps

1. Import the finance audit skill

  1. Sign in to CloudSigma and enter the target workspace.

  2. Open Agents at the top of the page, then open the Skills management page.

  3. Click Upload skill and select the downloaded cloudsigma-expense-audit-skill-demo.zip.

  4. Check the skill name, description, and file list. Confirm that the entry file is SKILL.md.

  5. Click Import and wait for the skill to become available.

After import, the skill is named expense-audit. You can search for it and bind it when creating an agent.

2. Create the expense audit agent

  1. Return to Agents and click New conversation.

  2. Enter the following in the new conversation:

    Text
    Create a financial expense audit agent.

It should review expense claims, invoices, contracts, or payment records provided by the user and identify duplicate claims, unusual amounts, missing attachments, and expense categorization issues.
Output the audit conclusion, risk level, evidence of each issue, and recommended actions. High-risk items must be marked as requiring human review. Do not approve or reject expense claims on your own.

  3. When the system recommends the expense-audit skill, select it and confirm the binding.

  4. Check the skill binding and agent configuration, then click Confirm agent creation.

The skill defines the audit method, and the agent provides the conversation interface. After creation, you can bind the same skill to other finance agents.

3. Start an audit with the test data

  1. Open a conversation with the Financial Expense Audit Assistant.

  2. Upload examples/expense-records.csv from the sample package and send:

    Text
    Please audit this batch of expense records and list the issues, evidence, and recommended actions by risk level.

  3. Wait for the agent to finish the audit and review the result for each record.

4. Review the audit results

When the response appears, scroll down to review the audit conclusion and issue list. The sample data should produce the following results:

  1. EXP-2026-001 and EXP-2026-002 use the same invoice. They should be identified as duplicate claims, classified as high risk, and flagged for human review.

  2. EXP-2026-003 has no invoice number, a high-risk missing-invoice finding requiring human review. Its CNY 680 dining expense also exceeds the CNY 500 threshold, producing a separate medium-risk amount finding. The medium-risk finding does not downgrade the missing-invoice finding.

  3. EXP-2026-004 is categorized as office supplies, but its invoice notes describe dining expenses. It should be identified as an incorrect expense category and classified as medium risk.

The audit results should include evidence and recommended actions for each issue. The agent should not directly approve or reject expense claims.

Tutorial complete

You have imported a reusable finance audit skill, bound it to an expense audit agent, and completed a test. You can update the audit rules file or connect other financial data sources to expand the agent’s use while retaining the audit method.

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