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    Bookkeeper's Assistant (Free Starter)

    1

    Finds and ranks uncategorized or inconsistent transactions so bookkeeping cleanup goes faster. One skill, free.

    Free

    4 usesSecurity scanned
    Bookkeeper's Assistant (Free Starter)

    Bookkeeper's Assistant (Free Starter)

    Example session with this skill installed

    Scan this CSV export of 200 transactions. Columns are Date, Vendor, Amount, Category. Check for anything uncategorized or inconsistent.

    • Read your context and instructions
    • Compiled the bookkeeper s assistant

    MESS REPORT, CSV Export, 200 scanned, Jan 1 - Mar 31
    Uncategorized: 14 rows, $4,250.00
    Inconsistent: 2 vendors (Worst: Amazon, Supplies x8 vs Software x2)

    Fastest cleanup

    1. Amazon, 10 rows, one decision
    2. Starbucks, 4 rows, $65.00
      FOR YOUR ACCOUNTANT: Payment to 'IRS 941'

    Connects securely to your tools. The creator never sees your data.

    About this skill

    Finds and ranks uncategorized or inconsistent transactions so bookkeeping cleanup goes faster.

    What is inside

    A single SKILL.md you can drop into any compatible agent.

    Use cases

    • Pre-reconciliation audits to gauge the scope of work for a new client.
    • Weekly cleanup of "Misc" or "Uncategorized" buckets in QuickBooks or Xero exports.
    • Spotting vendor coding errors where one-off mistakes skew financial reports.
    • Preparing a concise "Questions for Accountant" list before tax season.

    Known limitations

    This skill identifies and sorts errors but does not assign new categories or modify the original source file. High-judgment tax decisions are flagged for human review rather than automated.

    Full version: Bookkeeper's Assistant (Persona)

    Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Finance & Accounting.

    Does not assign categories or modify files. Requires clear column headers or sample rows to parse non-standard exports. Tax judgment items are deferred to the user.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before buying a skill.

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    Security scanned

    Checked by our 8-point scan before listing

    4 uses

    Times used to date

    Free to use

    No account required to browse

    Trust & safety

    Security scan

    Security scan passed 2 months ago

    • Free with an Agensi account

    Permissions

    No special permissions declared or detected

    Listed3 months ago
    Updated6 days ago

    What's inside

    Frequently Asked Questions

    This skill acts as a pre-reconciliation auditor; it scans your financial exports to group uncategorized items by vendor and dollar volume, allowing you to tackle the largest discrepancies first instead of scrolling through individual rows.

    The skill is designed to work with standard CSV or Excel exports from popular software like QuickBooks, Xero, or FreshBooks, as long as the file contains basic transaction headers like Date, Vendor, and Category.

    No, this skill is a diagnostic tool that flags and prioritizes errors for you; it does not write data back to your source files or automatically re-categorize items, ensuring you maintain full control over your financial records.

    One file: SKILL.md. Add it to your agent and run it. The package has no scripts, templates or separate guides.

    Standard LLMs often treat each row individually, whereas this skill uses specific triage logic to aggregate data, highlighting when a single vendor error is repeated across dozens of entries to save you repetitive work.

    New in Finance & Accounting

    Free