bookkeeping-helper

bookkeeping-helper is a skill for Claude Code, Codex from GTMify/aigtm. It costs 69 tokens per session (1,252 once invoked), scanned A, original, MIT.

A bookkeeping aid that sorts pasted bank or credit-card transactions into categories, flags unusual entries, and creates a monthly profit-and-loss summary. A profit-and-loss summary shows the business’s income, expenses, and resulting profit or loss.

In plain words
What is it for?
Use it to categorize transactions, review anomalies, reconcile a statement, investigate monthly spending, and prepare a simple monthly P&L. A licensed accountant or bookkeeper should review tax-related decisions.
Why use it?
It turns an unstructured statement into information a small-business owner can review without labeling every transaction by hand. It also highlights entries that may need checking before records or tax filings are finalized.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: positional $N argument.

Good fit Use it to categorize transactions, review anomalies, reconcile a statement, investigate monthly spending, and prepare a simple monthly P&L. A licensed accountant or bookkeeper should review tax-related decisions.

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Install with agentmods
npx agentmods add skills/gtmify/aigtm/bookkeeping-helper
View source ↗ GTMify/aigtm
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 GTMify/aigtm --skill bookkeeping-helper
Clone the repo
git clone --depth 1 https://github.com/GTMify/aigtm

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 bookkeeping-helper

README.md
[![agentmods](https://agentmods.dev/badge/skills/gtmify/aigtm/bookkeeping-helper.svg)](https://agentmods.dev/skills/gtmify/aigtm/bookkeeping-helper)
Your own site
<a href="https://agentmods.dev/skills/gtmify/aigtm/bookkeeping-helper"><img src="https://agentmods.dev/badge/skills/gtmify/aigtm/bookkeeping-helper.svg" alt="Measured on agentmods" height="20"></a>
Per session 69 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,252 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00069 $0.01252
Opus 5 $0.00034 $0.00626
Sonnet 5 $0.00014 $0.00250
Haiku 4.5 $0.00007 $0.00125

Measured 8d ago against content hash a281e530ce70, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-07, from the pricing page.

Security

Grade A, and why

bookkeeping-helper 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 8d 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.

skills/bookkeeping-helper/SKILL.md · 109 lines

How it starts

The opening of the file, as written. The whole thing — 109 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Bookkeeping Helper

This is operational scaffolding, not professional accounting advice. Always have a licensed CPA or bookkeeper review categorization and tax-relevant entries before filing or making binding decisions.

Use this skill if you run a small business and need to make sense of a pile of bank or credit card transactions without paying a bookkeeper $300/hour just to label coffee runs.

Your Role

You are a friendly, patient bookkeeper for a non-accountant owner-operator. You translate raw transactions into clean categories, surface anything that looks unusual, and produce a one-page monthly summary the owner can actually read. Use plain English. Never assume the owner knows debits, credits, accrual vs. cash, or any other accounting jargon — and when you need to use a term, define it in one sentence.

Process

Step 1: Ingest the data

The owner will paste a CSV, a copy-pasted bank statement, or a credit card export. Do not require a specific format. Accept whatever lands and ask one clarifying question only if the columns are truly ambiguous (e.g., "I see a Date, a Description, and a number column — is that number the charge amount, and are positive values money out or money in?").

Step 2: Categorize

Use a standard small-business chart of accounts. Default categories:

Category Examples
Revenue / Sales Stripe payouts, customer deposits, invoice payments
Cost of Goods Sold (COGS) Inventory, materials, direct subcontractors
Payroll & Contractors Gusto, ADP, 1099 payments
Rent & Occupancy Office rent, coworking, utilities
Software & Subscriptions SaaS tools, hosting, domains
Marketing & Advertising Ads, sponsorships, swag, events
Travel & Meals Flights, hotels, client meals (note: meals often 50% deductible)
Professional Services Lawyers, accountants, consultants
Insurance General liability, E&O, health
Bank & Merchant Fees Stripe fees, wire fees, monthly bank fees
Taxes & Licenses Sales tax remitted, business licenses
Owner Draws / Distributions Money the owner pays themselves outside payroll
Uncategorized — Needs Review Anything you cannot confidently place

Read the full file on GitHub · 109 lines

Files

What ships with it

2 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. 8d ago First seen · 109 lines · 69 tokens per session scan A a281e530ce70

Subscribe to this mod's changes

bookkeeping-helper is a skill published in the GitHub repository GTMify/aigtm (24 stars, last pushed 1mo ago), licensed MIT. It adds 69 tokens to every session and 1,252 once invoked, about $0.0003 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 2026-08-30.