Works with the AI tools you already use
Bookkeeping Reconciliation
by LocoLoboZ
Automate weekly receipt reconciliation, bank matching, and Zoho Books posting with strict safety gates.
$15
· or 75 creditsSecure checkout via Stripe
About this skill
AI-Driven Bookkeeping Automation
Transform your manual reconciliation habit into a streamlined, automated workflow. This skill bridges the gap between your mailbox, Mercury bank account, and Zoho Books, orchestrating a sophisticated weekly reconciliation process that matches receipts to bank transactions with high precision.
What it does
- Receipt Discovery: Automatically finds and parses receipts from Gmail, Outlook, or local folders.
- Intelligent Matching: Syncs bank transaction data from Mercury with discovered receipts using date, amount, currency, and counterparty data.
- Categorization: Maps expenses using a configurable vendor-to-category map or intelligent fallbacks, ensuring data integrity.
- Safety-First Posting: Implements a mandatory dry-run phase and approval tokens before any data is written to Zoho Books.
- Compliance Tracking: Specifically identifies and logs Form 5472-eligible transactions for foreign-owned US LLCs.
Why use this skill?
Unlike generic AI prompts, this skill enforces strict accounting logic and safety gates. It prevents duplicate postings, protects your equity accounts from being miscategorized as expenses, and maintains a read-only boundary with your bank. It produces a comprehensive audit trail of every run, including exception registers for manual review and copy-paste ready follow-up packs for operators.
Supported Ecosystems
The core workflow is optimized for Mercury Bank and Zoho Books via MCP connectors, but the logic is designed for extensibility to other platforms by updating the mapping guides. Designed to support IRS5472 record keeping.
Details
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
Security Scanned
Passed automated security review
Permissions
Allowed Hosts
File Scopes
Permissions are needed for receipt reconciliation across mailboxes.
Creator
I design and publish skills built from real professional practice across three areas: cyber security consulting, business operations, and AI workflow engineering. My cyber security skills draw on active advisory work spanning governance, risk, compliance, assurance, and executive reporting. They are built for practitioners who need structured, defensible outputs - not generic templates. My business operations skills cover the day-to-day work of running a consulting practice: bookkeeping, financial tracking, expense reconciliation, and marketing content - designed to reduce repetitive overhead and keep outputs consistent. My AI platform and workflow skills are built for people who want to get more out of Claude and similar platforms - covering prompt engineering, skill architecture, automation pipelines, and agent enhancement. Every skill I publish has been tested in production use before it reaches the marketplace. If it is here, it works.
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