process-my-statements

process-my-statements is a skill for Claude Code, Codex from akiotanaka847/qaio-desktop. It costs 109 tokens per session (8,195 once invoked), scanned A, original, MIT.

A batch process that turns PDF or CSV bank and credit-card statements into a reviewed Google Sheets workbook. It extracts transactions, standardizes party names, assigns account categories, identifies transfers, and includes a formula-based profit and loss report.

In plain words
What is it for?
Use it to process multiple bank or card statements, categorize transactions against your chart of accounts, identify transfers between accounts, and prepare a workbook for your accountant.
Why use it?
It removes much of the manual work involved in moving statement data into the books while keeping uncertain items and reconciliation warnings visible. It does not silently fill gaps or post entries.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: mentions subagents; positional $N argument; installed under .agents/ (shared by several agents).

Good fit Use it to process multiple bank or card statements, categorize transactions against your chart of accounts, identify transfers between accounts, and prepare a workbook for your accountant.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/akiotanaka847/qaio-desktop/process-my-statements
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add akiotanaka847/qaio-desktop --skill process-my-statements
Clone the repo
git clone --depth 1 https://github.com/akiotanaka847/qaio-desktop

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for process-my-statements

README.md
[![agentmods](https://agentmods.dev/badge/skills/akiotanaka847/qaio-desktop/process-my-statements/github.svg)](https://agentmods.dev/skills/akiotanaka847/qaio-desktop/process-my-statements)
Your own site
<a href="https://agentmods.dev/skills/akiotanaka847/qaio-desktop/process-my-statements"><img src="https://agentmods.dev/badge/skills/akiotanaka847/qaio-desktop/process-my-statements/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for process-my-statements

Your own site · 80×15
<a href="https://agentmods.dev/skills/akiotanaka847/qaio-desktop/process-my-statements"><img src="https://agentmods.dev/badge/skills/akiotanaka847/qaio-desktop/process-my-statements.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 109 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 8,195 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00109 $0.08195
Opus 5 $0.00055 $0.04097
Sonnet 5 $0.00022 $0.01639
Haiku 4.5 $0.00011 $0.00819

Measured 9d ago against content hash b49b79dec46f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

process-my-statements scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

store/agents/bookkeeping/.agents/skills/process-my-statements/SKILL.md · 624 lines

How it starts

The opening of the file, as written. The whole thing — 624 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Process My Statements

Drop a batch of PDF or CSV bank and credit-card statements and I produce a reviewed Google Sheets workbook with a formula-driven P&L. Full pipeline: extract every transaction in parallel, canonicalize parties, categorize against your locked chart of accounts, tag inter-account transfers, and write a workbook you can hand to your accountant. Suspense bucket and reconciliation warnings sit at the top — I never plug, never invent an account code, never post.

Output Target: Google Sheets via Composio

Use the Composio CLI available in PATH. All Google Sheets writes go through it.

Before any run, verify googlesheets toolkit connected:

composio execute GOOGLESHEETS_SEARCH_SPREADSHEETS -d '{"query": "", "max_results": 1}'

If returns "No active connection found for toolkit \"googlesheets\"", STOP and ask user to connect:

composio link googlesheets --no-wait

Take redirect_url from response, present to user as markdown link with #qaio_toolkit=googlesheets appended (so Qaio render connect card). Wait for approval before continuing.

Connections I need

I run external work through Composio. Before this skill runs I check that the categories below are linked. Missing → I name the category, ask you to connect it from the Integrations tab, stop.

  • Google Sheets (spreadsheets) — required. The whole pipeline ends in a Google Sheets workbook with a formula-driven P&L; without it there's no output. See the "Output Target: Google Sheets via Composio" block above for the verification command and connect link.
  • Stripe (billing) — optional. Pulls payouts and processor fees so they categorize cleanly when they show up in your bank feed.

If Google Sheets isn't connected I stop and ask you to connect it before doing any work.

Information I need

I read your bookkeeping context first. For every required field that's missing I ask ONE plain-language question (best modality: connected app > file drop > URL > paste) and wait.

Read the full file on GitHub · 624 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 624 lines · 109 tokens per session scan A b49b79dec46f

Subscribe to this mod's changes

process-my-statements is a skill published in the GitHub repository akiotanaka847/qaio-desktop (2 stars, last pushed 5d ago), licensed MIT. It adds 109 tokens to every session and 8,195 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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