AI-operated, human-approved bookkeeping for Claude Code — multi-client Google Sheets ledgers, statement importers, exception queue, monthly close with period locks. Clone it and run /bk-onboard.
Skill Claude CodeCodex
Ingest whatever statements are waiting — scan a bookkeeper client's inbox drop-folder (and pull API statements), import/normalize/dedupe them, and report coverage gaps plus exactly what's still missing and how to get it. Use for "import statements", "process the inbox", "pull bank data".
Skill Claude CodeCodex
Onboard a new bookkeeping client — interview about their business, tax jurisdiction, bank accounts, payment processors, invoicing and preferences, then generate their complete client workspace (profile, COA, Google Sheet ledger, statement instructions, filing calendar). Use for "onboard a bookkeeping client", "set up…
Skill Claude CodeCodex
Bookkeeping status dashboard across all clients (or one) — statement coverage and staleness, open exceptions, close-period states, upcoming tax filing deadlines, open invoices. Use for "bookkeeping status", "where are the books", "what's outstanding", "any deadlines coming up".
Skill Claude CodeCodex
Generate a client invoice end-to-end — PDF, Drive upload, Google Sheets log, and issuance journal entry, with the billing address auto-filled from the customer registry. Works for any bookkeeper client (default: the configured default client). Triggers "create an invoice", "invoice ", "bill ", "new invoice".
Skill Claude CodeCodex
Use when someone asks to close the books, run the monthly close, do month-end, or close a specific month (e.g. "close May") for a bookkeeper client. Imports statements, checks coverage/continuity, reconciles open invoices, logs agency payouts and expenses, clears exceptions, runs bank reconciliation as the final gate…
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: