Small-business bookkeeping skills for converting financial evidence into accountant-reviewable outputs, including setup/context, receipt processing, expense categorization, bank reconciliation, tax preparation, monthly close, jurisdiction-aware tax references, plus specialized skills for home office, vehicle, meals, depreciation, 1099 contractors, and estimated taxes. Trigger on "help me with my bookkeeping", "set up my bookkeeping", "bookkeeping context", "chart of accounts", "process my receipts", "categorize expenses", "reconcile my bank statement", "get my books ready for taxes", "close the month", "organize my finances".
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A collection of AI agent skills for small-business bookkeeping. Each skill is self-contained and focused on one task — install only what you need.
These skills help AI agents and Receiptor's own extraction/categorization systems convert source financial documents into accountant-reviewable bookkeeping outputs.
They define:
The goal is controlled bookkeeping support. Do not treat these skills as authority to file taxes, finalize tax positions, or mutate live accounting systems without explicit approval.
General bookkeeping workflow lives in the skill files. Jurisdiction-specific tax, deduction, filing, payroll, sales tax, VAT/GST, and statutory reporting rules live in jurisdictions/.
Current active jurisdiction pack:
| Jurisdiction | File | Use for |
|---|---|---|
| United States | jurisdictions/us.md | Schedule C mapping, 1099 readiness, estimated taxes, depreciation, meals, vehicle, home office, and US small-business tax-readiness support |
If the user's jurisdiction is unknown, continue only with jurisdiction-neutral work: evidence capture, transaction normalization, source trails, review queues, and reconciliation structure. Ask for jurisdiction before applying tax-specific rules.
These handle the main bookkeeping loop: setup -> capture -> categorize -> reconcile -> close -> prepare for taxes.
| Skill | Description |
|---|---|
| bookkeeping-setup | Create the reusable business, tax, accounting-method, chart-of-accounts, and approval context profile |
| receipt-processing | Extract structured data from receipts and invoices via email, photos, PDFs, or OCR |
| expense-categorization | Assign transactions to tax-aligned categories with vendor matching and confidence scoring |
| bank-reconciliation | Match book entries against bank statements using tiered matching (exact → fuzzy → batch) |
| monthly-close | Run a repeatable 9-step month-end close checklist |
| tax-prep | Compile tax-ready P&L, Schedule C mapping, and documentation package |
Deep-dive skills for specific tax topics. Load these when the user has a question about a particular area.
| Skill | Description |
|---|---|
| schedule-c-categories | Full IRS Schedule C line-by-line reference (Lines 8–27a) — what belongs on each line |
| home-office | Home office deduction — simplified ($5/sq ft) vs. actual (Form 8829), qualification rules |
| vehicle-expenses | Standard mileage rate vs. actual expenses, method lock-in, mileage log requirements |
| meals-deduction | Business meals at 50%, required documentation, entertainment at 0%, 2026 on-premises change |
| depreciation-assets | De minimis ($2,500), Section 179, bonus depreciation phase-out, MACRS class lives |
| contractor-1099 | 1099-NEC filing — W-9 collection, $600/$2,000 thresholds, deadlines, penalties |
| estimated-taxes | Quarterly estimated payments (1040-ES), self-employment tax, safe harbor rules |
Treat these skills as operating procedures, not just informational articles.
bookkeeping-setup when business context, accounting method, tools, chart of accounts, or approval boundaries are not already clearStart with bookkeeping-setup if the workspace does not already have a reusable bookkeeping context profile. Then:
Load specialized skills (home-office, vehicle, meals, etc.) on demand when those topics come up.
When a user says any of the following, one or more skills apply:
skill: bookkeeping
version: 3.0
author: Receiptor AI (https://receiptor.ai)
url: https://bookkeeping.md
capabilities:
- bookkeeping-setup
- receipt-processing
- expense-categorization
- bank-reconciliation
- monthly-close
- tax-prep
- schedule-c-categories
- home-office
- vehicle-expenses
- meals-deduction
- depreciation-assets
- contractor-1099
- estimated-taxes
まだレビューはありません。使ってみた感想をお寄せください。
概要と使いどころ
Match book entries against bank or credit card statements to find discrepancies, missing transactions, and duplicates. Uses exact, near, and batch matching with balance verification. Trigger on "reconcile bank statement", "match transactions", "bank balance doesn't match", "close the books".
日本語の概要は準備中です。原文の説明を表示しています。
Create a bookkeeping context profile before downstream bookkeeping work. Captures entity type, tax jurisdiction, accounting method, chart of accounts baseline, connected tools, approval thresholds, record-retention policy, and review boundaries. Trigger on "set up my bookkeeping", "bookkeeping context", "chart of accounts", "cash or accrual", "configure my books", "what info do you need before bookkeeping".
日本語の概要は準備中です。原文の説明を表示しています。
Track independent contractor payments, collect W-9s, determine 1099-NEC filing requirements, and avoid penalties. Covers the $600 threshold (2025) and $2,000 threshold (2026), Jan 31 deadline, corporate exceptions, backup withholding, and penalty schedule ($60–$660/form). Trigger on "1099", "contractor payment", "do I need to file a 1099", "W-9", "independent contractor".
日本語の概要は準備中です。原文の説明を表示しています。
Determine whether to expense or depreciate business assets using the de minimis safe harbor ($2,500), Section 179 ($1,220,000 limit), bonus depreciation (phase-out 2024–2027), or MACRS schedules. Track asset basis, useful life, and accumulated depreciation. Trigger on "depreciate", "Section 179", "bonus depreciation", "capitalize or expense", "asset tracking", "de minimis".
日本語の概要は準備中です。原文の説明を表示しています。
Calculate and schedule quarterly estimated tax payments (Form 1040-ES) for self-employed individuals. Covers self-employment tax calculation (15.3%), income tax estimation, safe harbor rules (100%/110% of prior year), payment deadlines, and underpayment penalties. Trigger on "estimated taxes", "quarterly taxes", "1040-ES", "how much should I pay quarterly", "self-employment tax", "avoid tax penalty".
日本語の概要は準備中です。原文の説明を表示しています。
Assign transactions to tax-aligned expense categories using vendor name, line items, and amount patterns. Handles ambiguous vendors like Amazon by inspecting line-item detail from the receipt source. Supports split categorization and learns from user corrections. Trigger on "categorize expenses", "sort transactions", "assign expense categories", "what category is this".
日本語の概要は準備中です。原文の説明を表示しています。