{"title":"AI Bookkeeper Skills","description":"\u003cp\u003eAI bookkeeper skills for Claude and ChatGPT: bank reconciliation, month-end close, expense categorisation, invoices and cash flow, built for small businesses and freelancers.\u003c\/p\u003e","products":[{"product_id":"greta-bookkeeping-agent","title":"Greta - Bookkeeping Agent","description":"\u003ch2\u003eWhat This Agent Does\u003c\/h2\u003e\n\u003cp\u003eGreta turns a \"new client just signed\" moment into a single, professional,\nready-to-use setup package - an onboarding checklist, a tailored chart of\naccounts, a month-end close checklist, and a client communication template,\ncompiled into one Client Onboarding \u0026amp; Close Packet. This agent is based\non any AI model and contains a set of skills and prompts that lead you to\nachieve the goal described below.\u003c\/p\u003e\n\n\u003ch2\u003eHow It Works\u003c\/h2\u003e\n\u003cp\u003eDownload the .skill package and load SKILL.md into your Claude Project\n(or paste as a system prompt in ChatGPT or any AI chat). Then paste the\nactivation prompt into the conversation. Greta takes charge - asks about\nthe client's industry, entity structure, software, transaction volume, and\nhow messy their books currently are - then delivers a complete Client\nOnboarding \u0026amp; Close Packet. Includes a worked example so you can see\nexactly what you'll get before you start.\u003c\/p\u003e\n\n\u003ch2\u003eWhat You Get\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eGreta - Bookkeeping Agent .skill package\u003c\/strong\u003e - the agent's\nskill file, activation prompt, and a fully worked example of its output\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eNo prompting knowledge required\u003c\/strong\u003e - load it, paste the\nactivation prompt, and the agent takes charge\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch2\u003eThis Agent Is For\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003eSolo bookkeepers and small bookkeeping firm owners onboarding new small-\nbusiness clients\u003c\/li\u003e\n\u003cli\u003eFractional controllers who need a repeatable, industry-tailored\nonboarding and close process without rebuilding it from scratch each time\u003c\/li\u003e\n\u003cli\u003eAnyone taking on a client with messy or overdue books who needs a clear\nsetup and communication plan\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch2\u003eWhat It Produces\u003c\/h2\u003e\n\u003cp\u003eOne compiled Client Onboarding \u0026amp; Close Packet: a client snapshot,\na step-by-step onboarding checklist tailored to the client's software and\nentity type, an industry-specific chart of accounts, a month-end close\nchecklist, and a ready-to-send client communication template.\u003c\/p\u003e","brand":"KissMySkills","offers":[{"title":"Default Title","offer_id":58282041475336,"sku":"greta-bookkeeping-agent","price":32.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1036\/1444\/7880\/files\/greta-bookkeeping-agent-book.jpg?v=1787218786"},{"product_id":"selma-bookkeeper","title":"Selma - Bookkeeper AI Skill","description":"\u003cdiv style=\"font-family: 'DM Sans', sans-serif; color: #1A1A18; max-width: 680px;\"\u003e\n  \u003cp style=\"font-size: 16px; font-weight: 600; line-height: 1.5; margin: 0 0 8px 0;\"\u003eDrop Selma into Claude and get a senior bookkeeper who keeps your books clean, reconciled, and ready for a CPA instead of a mess you dump on one every April.\u003c\/p\u003e\n  \u003cp style=\"font-size: 13px; color: #555550; line-height: 1.7; margin: 0 0 28px 0;\"\u003eSelma runs full-cycle bookkeeping for small businesses: chart of accounts design, transaction categorization with the reasoning shown, bank and credit-card reconciliation, AP and AR entry, month-end close checklists, sales-tax tracking, 1099\/contractor tracking, payroll journal entries from a provider report, and internal financial statements. She is not a CPA and does not file returns or give tax advice, she flags that plainly and routes it to a licensed professional.\u003c\/p\u003e\n  \u003cdiv style=\"background: #E7F7F9; border-radius: 12px; padding: 24px 28px; margin-bottom: 24px;\"\u003e\n    \u003cp style=\"font-size: 10px; font-weight: 600; color: #1DA3AF; letter-spacing: 0.08em; text-transform: uppercase; margin: 0 0 16px 0;\"\u003eWhat you get\u003c\/p\u003e\n    \u003cul style=\"margin: 0; padding: 0; list-style: none;\"\u003e\n\u003cli style=\"font-size: 13px; padding: 7px 0; border-bottom: 1px solid rgba(29,163,175,0.14); display: flex; gap: 10px;\"\u003e\n\u003cspan style=\"color:#1DA3AF; font-weight:600;\"\u003e→\u003c\/span\u003e\u003cspan\u003eChart of accounts + categorization with the reasoning shown\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli style=\"font-size: 13px; padding: 7px 0; border-bottom: 1px solid rgba(29,163,175,0.14); display: flex; gap: 10px;\"\u003e\n\u003cspan style=\"color:#1DA3AF; font-weight:600;\"\u003e→\u003c\/span\u003e\u003cspan\u003eBank and credit-card reconciliation to zero\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli style=\"font-size: 13px; padding: 7px 0; border-bottom: 1px solid rgba(29,163,175,0.14); display: flex; gap: 10px;\"\u003e\n\u003cspan style=\"color:#1DA3AF; font-weight:600;\"\u003e→\u003c\/span\u003e\u003cspan\u003eMonth-end close checklist (cash or accrual)\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli style=\"font-size: 13px; padding: 7px 0;  display: flex; gap: 10px;\"\u003e\n\u003cspan style=\"color:#1DA3AF; font-weight:600;\"\u003e→\u003c\/span\u003e\u003cspan\u003eAP\/AR entry, sales-tax tracking, 1099 tracking\u003c\/span\u003e\n\u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/div\u003e\n  \u003cdiv style=\"display:flex; align-items:center; gap:20px; background:#FFFFFF; border:1px solid #E8E6E0; border-radius:8px; padding:14px 20px; margin-bottom:24px;\"\u003e\n    \u003cspan style=\"font-size:11px; color:#888780; font-family:monospace;\"\u003e📄 selma-bookkeeper.skill\u003c\/span\u003e\n    \u003cspan style=\"font-size:11px; color:#888780;\"\u003eUnder 2 min install\u003c\/span\u003e\n    \u003cspan style=\"font-size:11px; color:#888780;\"\u003eWorks with Claude, ChatGPT \u0026amp; any AI chat\u003c\/span\u003e\n  \u003c\/div\u003e\n  \u003cdiv style=\"border-left:3px solid #1DA3AF; padding-left:16px;\"\u003e\n    \u003cp style=\"font-size:10px; font-weight:600; color:#1DA3AF; letter-spacing:0.08em; text-transform:uppercase; margin:0 0 6px 0;\"\u003eHow to install\u003c\/p\u003e\n    \u003cp style=\"font-size:12px; color:#555550; line-height:1.7; margin:0;\"\u003eDownload the .skill package, open Claude, paste SKILL.md into your Project Instructions or system prompt, describe your requirement, and Selma builds the answer. Includes a full worked example so you see exactly what you get.\u003c\/p\u003e\n  \u003c\/div\u003e\n\u003c\/div\u003e","brand":"KissMySkills","offers":[{"title":"Default Title","offer_id":58315780882696,"sku":null,"price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1036\/1444\/7880\/files\/selma-bookkeeper-book.jpg?v=1787138039"},{"product_id":"petra-accounts-payable-specialist-ai-skill","title":"Petra - Accounts Payable Specialist AI Skill","description":"\u003ch2\u003eTreat every invoice as a claim against company cash that has to earn its approval.\u003c\/h2\u003e\n\u003cp\u003ePetra is a Senior Accounts Payable Specialist skill built for the full AP cycle: three-way invoice matching against purchase orders and receipts, exception routing, vendor master data hygiene, banking-detail change verification, payment run scheduling with discount capture, AP aging analysis, and AP fraud pattern recognition.\u003c\/p\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eAP teams and finance owners who need invoices matched correctly before payment, vendor banking changes verified out-of-band, and payment runs scheduled to capture discounts without missing due dates.\u003c\/p\u003e\n\u003ch3\u003eKey capabilities\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eMatches invoice, purchase order, and receipt on vendor, item, quantity, and price, stating exactly which field disagrees and by how much rather than approving on \"close enough.\"\u003c\/li\u003e\n  \u003cli\u003eRoutes exceptions by type to the specific role that can resolve them (price variance to the buyer, quantity variance to receiving, missing PO to the requester).\u003c\/li\u003e\n  \u003cli\u003eVerifies every vendor banking-detail change out-of-band by phone using a number already on file, never a number supplied in the change request itself.\u003c\/li\u003e\n  \u003cli\u003eChecks new vendor requests for near-duplicate names, shared tax ID, or shared bank account before activation to close the fraud surface.\u003c\/li\u003e\n  \u003cli\u003eNames which AP fraud pattern a red flag resembles (fake-vendor invoicing, business email compromise, duplicate billing, invoice splitting) and the specific control that catches it.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eHow to use it\u003c\/h3\u003e\n\u003cp\u003ePaste Petra's SKILL.md into your Claude Project Instructions (or any AI system prompt), then hand over your question. Works with Claude, ChatGPT, and any AI chat. Under 2 minutes to install.\u003c\/p\u003e\n\u003ch3\u003e\/\/ Bonus: included prompt template\u003c\/h3\u003e\n\u003cp\u003eThis skill now includes the standalone \u003cstrong\u003eAI Accounts Payable Summary\u003c\/strong\u003e prompt (formerly sold separately) - a single paste-and-go template that turns raw AP data into a management-ready report: traffic-light aging analysis, top supplier exposure, a week-by-week 30-day payment schedule, cash coverage analysis, and a management actions list with owners and deadlines. Use it for a quick one-off status report when you don't need Petra's full matching-and-fraud-control range.\u003c\/p\u003e","brand":"KissMySkills","offers":[{"title":"Default Title","offer_id":58350381039880,"sku":null,"price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1036\/1444\/7880\/files\/petra-accounts-payable-specialist-ai-skill-book.jpg?v=1787138099"},{"product_id":"bronwyn-accounts-receivable-collections-specialist-ai-skill","title":"Bronwyn - Accounts Receivable \u0026 Collections Specialist AI Skill","description":"\u003ch2\u003eManage accounts receivable as a pipeline, not a spreadsheet you update after it's already 90 days late.\u003c\/h2\u003e\n\u003cp\u003eBronwyn is a Senior AR \u0026amp; Collections Specialist skill built for the full AR cycle: invoicing accuracy and timing, AR aging bucket analysis, dunning cadence design, credit terms and credit-limit policy, bad debt reserve estimation, and balancing collections pressure against relationship value.\u003c\/p\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eFinance teams and business owners who need to read an AR aging schedule correctly, build a collections cadence that escalates on schedule, and set credit policy from actual risk data instead of sales pressure.\u003c\/p\u003e\n\u003ch3\u003eKey capabilities\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eChecks invoice accuracy and delivery timing against the customer's own AP cycle before assuming a collections problem exists.\u003c\/li\u003e\n  \u003cli\u003eReads the aging schedule by bucket and migration trend, not just the total, to catch a 90+ bucket growing faster than current and 30-day buckets.\u003c\/li\u003e\n  \u003cli\u003ePrioritizes a collections worklist by dollars at risk times recoverability, not a simple oldest-first sort.\u003c\/li\u003e\n  \u003cli\u003eEscalates dunning on a fixed cadence from courtesy notice through formal demand, with a named trigger for every stage.\u003c\/li\u003e\n  \u003cli\u003eBuilds a bad debt reserve from an aging-based percentage table reconciled to actual historical write-off experience, not a round number.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eHow to use it\u003c\/h3\u003e\n\u003cp\u003ePaste Bronwyn's SKILL.md into your Claude Project Instructions (or any AI system prompt), then hand over your question. Works with Claude, ChatGPT, and any AI chat. Under 2 minutes to install.\u003c\/p\u003e","brand":"KissMySkills","offers":[{"title":"Default Title","offer_id":58350381105416,"sku":null,"price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1036\/1444\/7880\/files\/bronwyn-accounts-receivable-collections-book.jpg?v=1787138100"},{"product_id":"month-end-close-workflow-skill","title":"Month-End Close Workflow Skill","description":"\u003cp\u003e\u003cstrong\u003eA close, run in order, that refuses to move on while something is unexplained.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMost AI skills give Claude a job title. This one gives it a procedure. Paste it into Custom Instructions and Claude runs your month-end the way a controller does: completeness before analysis, reconciliation status before variances, and a written list of what is still unexplained with an owner against each item.\u003c\/p\u003e\u003cp\u003eIt will not invent a figure that was not in the data, and it will not explain a variance by restating it. Where the trial balance is silent it writes UNSTATED and tells you what it needs.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhat you get:\u003c\/strong\u003e one .md file, ready in minutes. Works in Claude, Claude Code, Cowork, ChatGPT and Gemini.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eOutput:\u003c\/strong\u003e close status by sub-ledger, reconciliation status by account, movements above materiality with drivers, the unexplained list, cut-off risk, and a CFO narrative in plain language.\u003c\/p\u003e","brand":"KissMySkills","offers":[{"title":"Default Title","offer_id":58492366651656,"sku":null,"price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1036\/1444\/7880\/files\/month-end-close-book.jpg?v=1787336072"},{"product_id":"bank-reconciliation-workflow-skill","title":"Bank Reconciliation Workflow Skill","description":"\u003cp\u003e\u003cstrong\u003eA reconciliation someone else could audit without asking you a single question.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eClaude matches what matches, classifies every unmatched item into one of six named categories, says which side needs the adjustment, and then proves the close arithmetically. If there is a residual difference it becomes the headline, not a footnote.\u003c\/p\u003e\u003cp\u003eIt flags the three differences that point at a specific class of mistake: round numbers, anything divisible by nine (a transposition), and anything equal to exactly twice a line item. It will never net two unrelated errors to make the total work.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhat you get:\u003c\/strong\u003e one .md file, ready in minutes. Works in Claude, Claude Code, Cowork, ChatGPT and Gemini.\u003c\/p\u003e","brand":"KissMySkills","offers":[{"title":"Default Title","offer_id":58492366684424,"sku":null,"price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1036\/1444\/7880\/files\/bank-reconciliation-book.jpg?v=1787336072"}],"url":"https:\/\/kissmyskills.com\/collections\/ai-bookkeeper.oembed","provider":"KissMySkills","version":"1.0","type":"link"}