Bookkeeping
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 th
Install
npx skills add Receiptor-AI/bookkeeping-skills --skill bookkeepinggit clone --depth 1 https://github.com/Receiptor-AI/bookkeeping-skills.git /tmp/bookkeeping-skills
mkdir -p ~/.claude/skills
cp -r /tmp/bookkeeping-skills/. ~/.claude/skills/bookkeepingPersonal skills live in ~/.claude/skills. Use .claude/skills in a project folder to share a skill with your team.
From the SKILL.md
# Bookkeeping A collection of AI agent skills for small-business bookkeeping. Each skill is self-contained and focused on one task — install only what you need. ## Use case These 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 - handoffs across receipt processing, categorization, reconciliation, monthly close, and tax prep - exception queues for human or accountant review The goal is controlled bookkeeping support. Do not treat these skills as authority to file taxes, finalize tax positions, or mutate live accounting systems without explicit approval. ## Jurisdiction model General bookkeeping workflow lives in the skill files. Jurisdiction-specific tax, deduction, filing, payroll, sales tax, VAT/GST, and statutory reporting rules live in [jurisdictions/](jurisdictions/). Current active jurisdiction pack: | Jurisdiction | File | Use for | |---|---|---| | United States | [jurisdictions/us.md](jurisdictions/us.md) | Schedule C mapping, 1099 readiness, estimated taxes, depreciation, meals, vehicle, home office, and US small-business tax-readiness support |
Details
- Skill name
bookkeeping- Repository
- Receiptor-AI/bookkeeping-skills
- License
- MIT
- Repo updated
- 22 October 2026
FAQ
What does the Bookkeeping skill do?
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 th
How do I install the Bookkeeping skill?
skills CLI (Claude Code, Cursor, Codex and more): npx skills add Receiptor-AI/bookkeeping-skills --skill bookkeeping. Skills go in ~/.claude/skills (personal) or .claude/skills (project), and Claude loads them automatically when a task matches the description.
Is Bookkeeping popular?
It lives in Receiptor-AI/bookkeeping-skills, which has 8 GitHub stars and 1 forks.
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