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    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIDeepSeekDeepSeekMuseMuse+22 more

    Pocket Accountant

    1

    Turn Claude into a React-based bookkeeping app for invoices, expense tracking, and P&L reporting.

    $11.99

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    Pocket Accountant

    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. 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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    Recently published to Agensi

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    Listed2 months ago

    What's inside

    Frequently Asked Questions

    Pocket Accountant creates a localized React-based dashboard within your AI workspace, allowing you to manage invoices, track expenses, and view Profit & Loss charts without needing a third-party subscription.

    This skill is optimized for Claude (using the Artifacts feature) and other AI agents that support interactive React/Tailwind rendering and code execution.

    To protect your privacy, data is stored only within the active chat session; refreshing the page or starting a new chat will reset the dashboard, so we recommend exporting your data or printing invoices before closing the window.

    Upon purchase, you receive the specific logic and architectural framework required to trigger the bookkeeping dashboard, including templates for invoices, tax selectors, and P&L charts.

    Yes, the generated dashboard allows you to select various tax presets and switch between VAT/Sales Tax modes, making it suitable for freelancers and small businesses in different regions.

    New in Finance & Accounting