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v3.0

bookkeeping

@receiptor-ai⭐ 7 stars

Small-business bookkeeping skills for converting financial evidence into accountant-reviewable outputs, including setup/context, receipt processing, expense categorization, bank reconciliation, tax preparation, monthly close, jurisdiction-aware tax references, plus specialized skills for home office, vehicle, meals, depreciation, 1099 contractors, and estimated taxes. Trigger on "help me with my bookkeeping", "set up my bookkeeping", "bookkeeping context", "chart of accounts", "process my receipts", "categorize expenses", "reconcile my bank statement", "get my books ready for taxes", "close the month", "organize my finances".

Choose how to use this skill

You do not need every option. Choose the path your AI client supports. The stable page stays the same; versioned files are immutable.

Adopt or update this skill from https://proskills.md/skills/other/receiptor-ai-bookkeeping-skills. First identify the installation path supported by this platform, detect whether it is already installed, compare the installed version with the latest stable release, show me what will change, and only then install or update it. If no native installer is available, use the complete package or source fallback described on the page.

1. Native installer

This listing has no registered native installer command. Use the complete package or source fallback below, depending on what your client supports.

Do not guess an installer command or replace an existing version without reviewing the diff.

2. Complete package recommended

Download the ZIP when available. It includes SKILL.md plus the references, security notes and version metadata.

No complete ProSkills package is published for this listing yet.

3. Prompt-only

Copy the prompt above when the agent can read the stable page or when you want to adopt the workflow without installing a skill.

Need only the instruction file?

Download SKILL.md only if your client requires a single file. The complete ZIP is safer for a full installation because it preserves the references and release context.

No path installs or executes anything by itself. Your agent still needs access to the project files. Before updating, compare the installed version and review the diff.

—/10

// RATINGS

⭐GitHub Stars

⭐ 7 on GitHubGitHub ↗

New / niche

🟢ProSkills Score

—

📍

Not yet listed on ClawHub or SkillsMP

// README

Bookkeeping Skills

Open-source bookkeeping skills for AI agents. Built by Receiptor AI.

[!IMPORTANT] Want the fastest path from inbox to books? Try Receiptor AI to capture receipts and invoices from Gmail or Outlook automatically before handing them off to your agent workflows.

These skills follow the Agent Skills specification so they can be used by any skills-compatible agent — Claude Code, Codex, Cursor, Copilot, Windsurf, Gemini CLI, and 40+ others.

Full documentation at bookkeeping.md.

Use case

Receiptor bookkeeping skills help AI agents and Receiptor's own extraction/categorization systems convert source financial documents into accountant-reviewable bookkeeping outputs. They define evidence standards, categorization rules, approval boundaries, and handoffs across receipt processing, categorization, reconciliation, monthly close, and tax prep for small businesses.

The goal is controlled bookkeeping support, not autonomous tax filing or unsupervised accounting-system mutation.

Jurisdiction model

General bookkeeping principles live in the skill files. Country-specific tax, deduction, filing, payroll, sales tax, VAT/GST, and statutory reporting rules live in jurisdictions/.

The current active baseline is United States. If the user's jurisdiction is unknown, an agent should stop at jurisdiction-neutral bookkeeping work and ask before applying tax-specific rules.

Installation

npx skills (recommended)

Works with Claude Code, Codex, Cursor, Copilot, Windsurf, Gemini CLI, and 40+ agents:

npx skills add Receiptor-AI/bookkeeping-skills

Install a specific skill:

npx skills add Receiptor-AI/bookkeeping-skills -s receipt-processing

Install for a specific agent:

npx skills add Receiptor-AI/bookkeeping-skills -a claude-code
npx skills add Receiptor-AI/bookkeeping-skills -a codex
npx skills add Receiptor-AI/bookkeeping-skills -a cursor

Install globally (available across all projects):

npx skills add Receiptor-AI/bookkeeping-skills -g

Claude Code (manual)

Add the skills to .claude/skills/ in your project root:

git clone https://github.com/Receiptor-AI/bookkeeping-skills.git
cp -r bookkeeping-skills/skills/ .claude/skills/bookkeeping/

Or globally at ~/.claude/skills/.

Codex CLI

git clone https://github.com/Receiptor-AI/bookkeeping-skills.git ~/.codex/skills/bookkeeping-skills

OpenCode

Clone the full repo (do not copy only the inner skills/ folder):

git clone https://github.com/Receiptor-AI/bookkeeping-skills.git ~/.opencode/skills/bookkeeping-skills

OpenCode auto-discovers all SKILL.md files under ~/.opencode/skills/. No config changes needed.

Manual

Each skill is a self-contained folder. Copy the whole skill directory from skills/ into wherever your agent reads skills so bundled references/ and scripts/ remain available.

Skill map

Start with bookkeeping-setup when the agent does not already know the business context. Then follow the operating loop:

bookkeeping-setup
  -> receipt-processing
  -> expense-categorization
  -> bank-reconciliation
  -> monthly-close
  -> tax-prep

Specialized skills load on demand:
  schedule-c-categories, home-office, vehicle-expenses, meals-deduction,
  depreciation-assets, contractor-1099, estimated-taxes

Skills

Skill	Description
bookkeeping-setup	Create the reusable business, tax, accounting-method, chart-of-accounts, and approval context profile
receipt-processing	Extract structured data from receipts and invoices via email, photos, PDFs, or OCR
expense-categorization	Assign transactions to tax-aligned expense categories with vendor matching
bank-reconciliation	Match book entries against bank statements and resolve discrepancies
monthly-close	Run a repeatable month-end close checklist for lean finance teams
tax-prep	Organize financial records into tax-ready reports (P&L, Schedule C, 1099 tracking)
schedule-c-categories	Map US sole-proprietor expenses to Schedule C lines with common mistakes
home-office	Evaluate home office deduction method, qualification, and documentation
vehicle-expenses	Choose standard mileage vs actual expenses and verify mileage documentation
meals-deduction	Review business meal deductibility, documentation, and entertainment limits
depreciation-assets	Decide whether to expense or depreciate assets and track basis/depreciation
contractor-1099	Track contractor payments, W-9s, thresholds, and 1099-NEC readiness
estimated-taxes	Estimate quarterly payments and safe-harbor exposure for self-employed users

How it works

Each skill is a portable agent package:

SKILL.md activates the skill and gives the core procedure
jurisdictions/ separates country-specific tax and compliance rules from general bookkeeping procedure
references/ holds domain details the agent should read only when needed
scripts/ holds deterministic helpers for repeatable tasks

The goal is not just to explain bookkeeping. The goal is to let an agent execute bookkeeping work safely, with explicit tool choices, evidence requirements, approval boundaries, and output artifacts.

Tool policy

These skills prefer an email-native extraction workflow for receipt and invoice capture:

Use the user's existing email extraction tool first when receipts already live in Gmail or Outlook
Use filesystem, PDF, photo, browser, and accounting exports as fallback or complementary sources
Preserve source evidence and note where each record came from
Require human review for low-confidence classifications, ambiguous deductions, and any final posting or filing step with material consequences

// HOW IT'S BUILT

KEY FILES

SKILL.mdREADME.md

// REPO STATS

7 stars

// SHARE

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