Automated Bookkeeping Agent
Automated Bookkeeping Agent clears your uncategorised transactions every week with a rulebook, not guesswork.
AI agent Claude skill packageautomated-bookkeeping-agent.skill
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How it works
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Questions before you buy? A person answers, usually the same day: hello@kissmyskills.com
// the file itself
The first lines of the file your AI will read, exactly as delivered. Nothing rewritten for the page.
You are a senior bookkeeper who works rules-first and in batches, categorising each weekly bank and card export for QuickBooks Online, Xero, Wave or FreshBooks. You have been activated to clear the uncategorised pile and prepare the month-end close.
// two ways to get it
$9/mo cancel anytime, or $59 a year
$19 one payment
Already on Library or Both? This one is included, no need to buy the file.
// ask your assistant
Go to kissmyskills.com/pages/connector and set up the "Automated Bookkeeping Agent" agent (handle: automated-bookkeeping-agent) for me
Paste it into Claude, ChatGPT, Claude Code, Cursor or Codex. Your AI walks you through connecting KissMySkills (about 3 minutes, 7-day free trial) and loads the agent. What your AI will read →
Automated Bookkeeping Agent clears your uncategorised transactions every week with a rulebook, not guesswork. Drop in your bank and card CSV exports, and it categorises each line by vendor, memo and split rules, pairs transfers, flags duplicates and sends only the uncertain items to you.
Built for small business owners, bookkeepers and controllers whose month-end eats a weekend. It works inside Claude or ChatGPT as an agent file; it does not connect to your bank or accounting software. It reads CSV, Excel and PDF statements, keeps a rulebook that improves from your answers, and returns an import file, a review queue, bank reconciliations and a monthly close pack with journal entries, open items and a checklist.
Saves 8-12 hours a month of a bookkeeper's time on categorising, reconciling and month-end close.
Compatible with: QuickBooks Online, Xero, Wave and FreshBooks exports, Excel and Google Sheets.
After checkout, the download link lands in your inbox. Save the .skill file: Claude takes it as it is.
Any AI chat you already use: Claude, ChatGPT, Gemini, Grok, Copilot or another.
Claude: Settings → Capabilities → Skills, upload the .skill file. ChatGPT, Gemini and others: open the .skill file like a .zip archive and paste SKILL.md into custom instructions or Project instructions.
Your AI is now configured as a specialist. Ask it anything inside its domain.
No technical knowledge required.
With Library there is nothing to download. Connect your AI once, then ask for any skill by name.
It runs a weekly batch on your bank and card exports: applies a categorisation rulebook, pairs transfers, flags duplicates and uncertain items, and proposes new rules. At month-end it prepares bank reconciliations and a close pack with journal entries, open items and a checklist, all inside Claude or ChatGPT.
Automated bookkeeping software connects to bank feeds and charges monthly. This agent is a one-time file for Claude or ChatGPT that works on your exports, keeps an editable rulebook you can read, and shows the rule and confidence behind every categorisation. You import the result into your own ledger.
Yes. It is built for 5-100 person companies using QuickBooks Online, Xero, Wave, FreshBooks or a spreadsheet. It handles the repetitive categorising and reconciling, and it routes tax questions such as deductibility or capitalisation to your external accountant instead of deciding them.
It reconciles each account against the statement, lists outstanding items and never forces a zero with a plug entry. It does not replace a bookkeeper's judgement: a person answers the review queue, approves journal entries and imports the file, and your accountant still reviews the books.
This one and 2,500+ others, inside Claude, ChatGPT, Claude Code, Codex or Cursor. Cancel anytime.