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Found 24 Skills
Set up and maintain basic bookkeeping for a solopreneur business. Use when tracking income and expenses, preparing for taxes, managing invoices and receipts, understanding cash flow, or generating financial reports. Covers accounting software selection, chart of accounts, expense categorization, reconciliation, and financial statements. Not professional accounting advice — consult a CPA for complex situations. Trigger on "bookkeeping", "accounting", "track expenses", "financial records", "QuickBooks", "invoicing", "receipts", "profit and loss".
Use this skill when designing chart of accounts, automating reconciliation, managing AP/AR processes, or streamlining month-end close. Triggers on chart of accounts, bank reconciliation, accounts payable, accounts receivable, month-end close, journal entries, accruals, and any task requiring bookkeeping process design or automation.
Background context for the Electronic Bookkeeping Act (電子帳簿保存法) in the shinkoku tax filing plugin. Contains requirements for electronic bookkeeping, scanner storage, mandatory electronic transaction data storage, and shinkoku's compliance status. This skill is not user-invocable — Claude loads it automatically when responding to electronic bookkeeping compliance questions.
Use ezBookkeeping API Tools script to record new transactions, query transactions, retrieve account information, retrieve categories, retrieve tags, and retrieve exchange rate data in the self hosted personal finance application ezBookkeeping.
Performs requirement checks and compliance diagnostics for excellent electronic books. Activate with keywords such as "Excellent Electronic Books", "Compliance with Electronic Bookkeeping Law", "Requirement Confirmation for Electronic Books", "Preparation for Tax Audits", "Conditions for the 750,000 Yen Deduction", "Do the Books Meet Requirements?", or "e-bookkeeping compliance".
Use this skill when the user needs to set up bookkeeping, track revenue and expenses, prepare for taxes, choose accounting software, understand SaaS revenue recognition, or manage the financial operations of their bootstrapped business. Covers bookkeeping setup, tax preparation, accounting tools, and financial hygiene for solo founders.
Run a monthly bookkeeping close checklist with reconciliation.
Use this skill when users need help with business finances, tax planning, bookkeeping, profit/loss analysis, cash flow management, or multi-business financial tracking. Activates for "am I profitable," tax questions, accounting setup, or financial health checks.
Use when "organizing invoices", "sorting receipts", "tax preparation", "expense tracking", or asking about "invoice renaming", "financial documents", "bookkeeping automation"
Organize, categorize, track, and manage invoices systematically with automated extraction of invoice data, payment tracking, and financial organization. Use when processing invoice uploads, extracting invoice details (date, amount, vendor), categorizing expenses, tracking payment status, organizing receipts, generating financial reports, or building accounting and bookkeeping systems.
Scan a folder of receipts (PDFs, images, screenshots) and produce a categorized expense spreadsheet plus a dashboard summarizing the period. Use this whenever the user says 'process my receipts,' 'expense report,' 'categorize these expenses,' 'tax prep,' 'monthly/quarterly expenses,' 'bookkeeping,' or points you at a folder of receipts. The skill works on whatever's in the folder — no setup required — but improves over time as it learns the user's category structure. Often paired with a scheduled task that runs weekly or monthly.
Master the AI tools that transform financial operations. From bookkeeping to forecasting, manage money smarter and make data-driven financial decisions. Use when "finance, accounting, budgeting, forecasting, FP&A, bookkeeping, expense management, finance, accounting, budgeting, forecasting, fpa, expenses" mentioned.