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    Bookkeeping Reconciliation

    2

    Automate weekly receipt reconciliation, bank matching, and Zoho Books posting with strict safety gates.

    $15

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    See it in action

    You say

    Run a dry-run reconciliation for the week ending 2026-05-25. Check Gmail for receipts, match against Mercury transactions for the same period, and show me everything that would be posted before I approve the apply run.

    Your agent does

    A dry-run summary showing the number of matched receipts, proposed Zoho Books expense entries with vendor, amount, category, and account mapping, a list of equity flows (owner draws, contributions) routed to the manual posting checklist, an exception register listing unmatched items with recommended resolutions, and a Form 5472 tracking register for any reportable equity movements. No changes are written to Zoho Books until the user explicitly approves the apply mode.

    What you get

    Automatically match email receipts to Mercury bank transactions.Generate dry-run reports before posting expenses to Zoho Books.Track owner contributions and withdrawals for Form 5472 compliance.Identify and isolate duplicate expenses or mapping gaps into exception registers.Create manual upload checklists for equity flows and bank transfers.

    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.

    How to install

    Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.

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