Works with the AI tools you already use

    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIGitHub CopilotGitHub CopilotGemini CLIGemini CLI+20 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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    Converts to your local currency at checkout

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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
    • Generated the UI component

    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.

    pocket-accountant.tsx

    TSX · React component

    Generated

    Example file from a real run - the skill writes it into your workspace.

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

    What you get

    Generate professional invoices with auto-incrementing IDs and tax rates.Track business expenses and income with categorical filtering.Visualize financial health through interactive React P&L charts.Calculate and extract VAT or Sales Tax for multi-region compliance.

    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.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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    2. 2

      Unzip into your skills folder

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    3. 3

      Ask your agent to use it

      Restart the agent if it was already running. It picks the skill up automatically - no config needed.

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    Recently published to Agensi

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    Security scanned

    Verified clean 9 days ago

    • Passed all security checks, Safe to install

    Listed9 days ago
    Updated5 days ago

    What's inside

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