- Home
- Skills
- Finance & Accounting
- Pocket Accountant
Works with the AI Agents you already use
Pocket Accountant
Turn Claude into a React-based bookkeeping app for invoices, expense tracking, and P&L reporting.
$11.99
Pocket Accountant
Example session with this skill installed
I need to bill Acme Corp $1,500 for a logo design project and log a $50 expense for my Adobe subscription. Show me the dashboard.
- Read your context and instructions
- Compiled the pocket accountant
I have initialized your Pocket Accountant dashboard. I've pre-filled the invoice for Acme Corp and logged your Adobe subscription expense. You can now preview the invoice, add more line items, or view your updated P&L chart in the Dashboard tab.
Pocket Accountant Dashboard
import React, { useState } from 'react';
import { LineChart, BarChart, Bar, XAxis, YAxis, CartesianGrid, Tooltip, ResponsiveContainer } from 'recharts';
import { Receipt, Wallet, TrendingUp, AlertCircle, Plus, FileText, Calculator } from 'lucide-react';
// Pocket Accountant: Professional Bookkeeping Artifact
// Features: Invoice Builder, Transaction Tracking, P&L Dashboard, Tax Calculator
const PocketAccountant = () => {
const [activeTab, setActiveTab] = useState('dashboard');
const [transactions, setTransactions] = useState([
{ id: 1, type: 'expense', category: 'Software', amount: 50, date: '2023-10-27', description: 'Adobe Subscription' }
]);
const [invoices, setInvoices] = useState([
{ id: 'INV-001', client: 'Acme Corp', amount: 1500, status: 'Unpaid', date: '2023-10-27' }
]);
const totalIncome = invoices.reduce((sum, inv) => sum + inv.amount, 0);
const totalExpense = transactions.filter(t => t.type === 'expense').reduce((sum, t) => sum + t.amount, 0);
return (
<div className="flex h-full w-full bg-slate-50 font-sans text-slate-900">
{/* Sidebar */}
<div className="w-64 bg-slate-900 text-white p-6 flex flex-col">
<h1 className="text-xl font-bold mb-8 flex items-center gap-2">
<Wallet className="text-indigo-400" /> Pocket Accountant
</h1>
<nav className="space-y-2">
<button onClick={() => setActiveTab('dashboard')} className={`w-full flex items-center gap-3 p-3 rounded-lg ${activeTab === 'dashboard' ? 'bg-indigo-600' : 'hover:bg-slate-800'}`}>
<TrendingUp size={18} /> Dashboard
</button>
<button onClick={() => setActiveTab('invoices')} className={`w-full flex items-center gap-3 p-3 rounded-lg ${activeTab === 'invoices' ? 'bg-indigo-600' : 'hover:bg-slate-800'}`}>
<FileText size={18} /> Invoices
</button>
<button onClick={() => setActiveTab('transactions')} className={`w-full flex items-center gap-3 p-3 rounded-lg ${activeTab === 'transactions' ? 'bg-indigo-600' : 'hover:bg-slate-800'}`}>
<Receipt size={18} /> Transactions
</button>
<button onClick={() => setActiveTab('tax')} className={`w-full flex items-center gap-3 p-3 rounded-lg ${activeTab === 'tax' ? 'bg-indigo-600' : 'hover:bg-slate-800'}`}>
<Calculator size={18} /> Tax Calculator
</button>
</nav>
</div>
{/* Main Content */}
<div className="flex-1 overflow-y-auto p-8">
{activeTab === 'dashboard' && (
<div className="space-y-6">
<div className="grid grid-cols-4 gap-4">
<div className="bg-white p-6 rounded-xl shadow-sm border border-slate-200">
<p className="text-slate-500 text-sm">Total Income</p>
<p className="text-2xl font-bold text-emerald-600">${totalIncome.toLocaleString()}</p>
</div>
<div className="bg-white p-6 rounded-xl shadow-sm border border-slate-200">
<p className="text-slate-500 text-sm">Total Expenses</p>
<p className="text-2xl font-bold text-rose-600">${totalExpense.toLocaleString()}</p>
</div>
<div className="bg-white p-6 rounded-xl shadow-sm border border-slate-200">
<p className="text-slate-500 text-sm">Net Profit</p>
<p className="text-2xl font-bold text-slate-900">${(totalIncome - totalExpense).toLocaleString()}</p>
</div>
<div className="bg-white p-6 rounded-xl shadow-sm border border-slate-200">
<p className="text-slate-500 text-sm">Pending</p>
<p className="text-2xl font-bold text-amber-500">$1,500</p>
</div>
</div>
<div className="bg-white p-6 rounded-xl shadow-sm border border-slate-200">
<h3 className="font-bold mb-4">Income vs Expenses</h3>
<div className="h-64">
<ResponsiveContainer width="100%" height="100%">
<BarChart data={[{name: 'Oct', income: totalIncome, expense: totalExpense}]}>
<CartesianGrid strokeDasharray="3 3" />
<XAxis dataKey="name" />
<YAxis />
<Tooltip />
<Bar dataKey="income" fill="#10B981" />
<Bar dataKey="expense" fill="#EF4444" />
</BarChart>
</ResponsiveContainer>
</div>
</div>
</div>
)}
</div>
</div>
);
};
export default PocketAccountant;
Next steps
- Select the Invoices tab to finalize the details for Acme Corp and export the draft.
- Go to the Tax Calculator to determine if you need to add VAT/Sales Tax to that $1,500 project.
- Add your client's email address to the invoice settings to enable the "Copy as Text" email template.
Connects securely to your tools. The creator never sees your data.
About this skill
Pocket Accountant — AI Bookkeeping & Invoice Assistant
Pocket Accountant is an AI-powered bookkeeping assistant for freelancers, consultants, creators, agencies, and small business owners. It helps you organize income and expenses, generate professional invoices, estimate taxes, and produce simple profit & loss summaries — all through natural conversation.
What it can do
- Create professional invoices with line items, taxes, discounts, and payment terms.
- Track income and business expenses by category.
- Generate profit & loss (P&L) summaries and cash flow overviews.
- Estimate VAT or sales tax and calculate totals automatically.
- Organize receipts and transactions into clean bookkeeping records.
- Draft invoice emails and payment reminders for clients.
Perfect for
Freelancers, solopreneurs, digital agencies, AI builders, designers, developers, content creators, and anyone who wants lightweight bookkeeping without complicated accounting software.
Simply describe your business transactions, and Pocket Accountant turns them into organized financial records and ready-to-send invoices in seconds.
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.
Data persists only during the active chat session. No external database or localStorage integration. Requires an LLM environment capable of rendering React artifacts.
How to use
- 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
Sign in to Agensi
Your agent shows a sign-in link. Sign in and click Allow.
- 3
Ask for what you need
Your agent loads this skill and uses it on your task. It always asks before buying a skill.
Reviews
No reviews yet
Be one of the first to try it. Every listed skill goes through the trust checks below.
Security scanned
Checked by our 8-point scan before listing
Fresh listing
Recently published to Agensi
Money-back guarantee
Doesn't do what its page promises? You get your money back.
Trust & safety
Security scan
Security scan passed 2 months ago
Permissions
No special permissions declared or detected