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    Bookkeeper's Assistant (Persona)

    1

    Helps bookkeepers organize transactions, match receipts and prepare books for review. Includes the persona plus 4 skills: close checklister, reconciliation guide, transaction categorizer, uncategorized finder.

    $39

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    Bookkeeper's Assistant (Persona)

    Bookkeeper's Assistant (Persona)

    Example session with this skill installed

    I have 142 transactions from my business checking account in this CSV. Can you group these by vendor and suggest categories based on my standard operating expenses?

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

    I've analyzed 142 transactions from Jan 1 to Mar 31.

    • 118 items matched (e.g., 'AWS' to 'Software/SaaS')
    • 14 items flagged for the Review Queue (new vendors)
    • 10 items added to the Accountant Questions list (large capital purchases)
      Ready for your review.

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

    About this skill

    Helps bookkeepers organize transactions, match receipts and prepare books for review.

    What is inside

    The persona plus 4 skills.

    • close checklister
    • reconciliation guide
    • transaction categorizer
    • uncategorized finder

    Use cases

    • Processing a multi-month backlog of CSV bank statements into organized tables.
    • Matching digital receipts and invoices to specific line items in a general ledger.
    • Drafting a concise list of flagged transactions for an annual tax review meeting.
    • Standardizing vendor naming and categorization across multiple bank accounts.

    Known limitations

    Cannot provide tax advice, determine deductions, or post directly to accounting software. All outputs are proposals requiring human confirmation.

    Free starter: Bookkeeper's Assistant (Free Starter)

    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.

    Requires a user-provided category list or chart of accounts. Will not provide tax, legal, or financial advice. All actions are proposals; it cannot post directly to external ledgers.

    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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    Fresh listing

    Recently published to Agensi

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    Trust & safety

    Security scan

    Security scan passed 3 months ago

    Permissions

    No special permissions declared or detected

    Listed3 months ago
    Updated5 days ago

    What's inside

    Frequently Asked Questions

    This skill serves as a high-efficiency organizational layer that categorizes bank exports, matches receipts, and flags reconciliation issues to prepare your books for a professional accountant.

    No, this skill is strictly designed for administrative organization; it will categorize data and flag inconsistencies, but it is programmed to defer all tax-deduction judgments and legal advice to a qualified CPA.

    The skill works by analyzing standard CSV or Excel exports from your bank or credit card providers, as well as digital receipt images or text-based ledger entries.

    A persona and 4 skills, each a plain SKILL.md file: close checklister, reconciliation guide, transaction categorizer, uncategorized finder. The package has no scripts, templates or separate guides.

    While this skill organizes and cleans your data into a structured format, it does not have direct API access to post to software like QuickBooks or Xero; all outputs are proposals that you or your bookkeeper must review first.

    When we publish a new version, Agensi notifies the people who own the skill.

    New in Finance & Accounting