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.
Works with Claude Code, Codex, Cursor, Copilot, Windsurf, Gemini CLI, and 40+ agents:
npx skills add Receiptor-AI/bookkeeping-skillsInstall a specific skill:
npx skills add Receiptor-AI/bookkeeping-skills -s receipt-processingInstall 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 cursorInstall globally (available across all projects):
npx skills add Receiptor-AI/bookkeeping-skills -gAdd 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/.
git clone https://github.com/Receiptor-AI/bookkeeping-skills.git ~/.codex/skills/bookkeeping-skillsClone the full repo (do not copy only the inner skills/ folder):
git clone https://github.com/Receiptor-AI/bookkeeping-skills.git ~/.opencode/skills/bookkeeping-skillsOpenCode auto-discovers all SKILL.md files under ~/.opencode/skills/. No config changes needed.
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 | Description |
|---|---|
| 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 |
| tax-prep | Organize financial records into tax-ready reports (P&L, Schedule C, 1099 tracking) |
| monthly-close | Run a repeatable month-end close checklist for lean finance teams |
Each skill is a portable agent package:
SKILL.mdactivates the skill and gives the core procedurereferences/holds domain details the agent should read only when neededscripts/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.
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
- bookkeeping.md — Human-readable documentation and SEO landing pages
- Receiptor AI — One option for automated receipt extraction from email
- SkillsMP listing — Browse on the Skills Marketplace
- Agent Skills spec — The open standard these skills follow
- What are skills? — Overview of the format and progressive disclosure model
PRs welcome. If you have a bookkeeping workflow that would make a good skill, open an issue or submit a pull request.