tally-doc-import

tally-doc-import is a skill for Claude Code from Wadhawnaiya/TallyMind. It costs 90 tokens per session (1,750 once invoked), scanned A, original, MIT.

A workflow for turning client paperwork into draft TallyPrime vouchers. TallyPrime is accounting software, and vouchers are its records of transactions such as invoices, receipts, and bank entries.

In plain words
What is it for?
Read a client’s document folder, extract transaction details, look up ledgers, and prepare vouchers through the Tallymind system’s preview-and-confirm process.
Why use it?
It reduces manual reading and re-entering of mixed documents such as PDFs, scans, spreadsheets, and CSV files. It drafts changes for review rather than posting them directly.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the tallymind-mcp-plugin plugin — 2 skills, 1 MCP server shipped together

Good fit Read a client’s document folder, extract transaction details, look up ledgers, and prepare vouchers through the Tallymind system’s preview-and-confirm process.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/wadhawnaiya/tallymind/tally-doc-import
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 Wadhawnaiya/TallyMind --skill tally-doc-import
Clone the repo
git clone --depth 1 https://github.com/Wadhawnaiya/TallyMind

Made for: Claude Code.

Or install tallymind-mcp-plugin, the plugin that ships this one along with the rest of its 2 skills, 1 MCP server.

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 tally-doc-import

README.md
[![agentmods](https://agentmods.dev/badge/skills/wadhawnaiya/tallymind/tally-doc-import/github.svg)](https://agentmods.dev/skills/wadhawnaiya/tallymind/tally-doc-import)
Your own site
<a href="https://agentmods.dev/skills/wadhawnaiya/tallymind/tally-doc-import"><img src="https://agentmods.dev/badge/skills/wadhawnaiya/tallymind/tally-doc-import/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 tally-doc-import

Your own site · 80×15
<a href="https://agentmods.dev/skills/wadhawnaiya/tallymind/tally-doc-import"><img src="https://agentmods.dev/badge/skills/wadhawnaiya/tallymind/tally-doc-import.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 90 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,750 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 $0.00090 $0.01750
Opus 5 $0.00045 $0.00875
Sonnet 5 $0.00018 $0.00350
Haiku 4.5 $0.00009 $0.00175

Measured 12d ago against content hash 55f41859bd70, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

tally-doc-import 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 12d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/xlsx_to_csv.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

cowork-plugin/skills/tally-doc-import/SKILL.md · 155 lines

How it starts

The opening of the file, as written. The whole thing — 155 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Tally Document Import

Turn a folder of a client's real paperwork into Tally vouchers. This skill only drafts and orchestrates — it never talks to Tally directly. All reading, ledger lookups, and posting go through the tallymind MCP server's tools (the same server the tally-mind skill uses), so every write still passes through the existing preview → confirm gate.

Prerequisites

Confirm before starting:

  • TallyPrime is running on the machine tallymind is configured to reach, with the client's company loaded.
  • A folder path containing that client's documents for the period.

Call tally_doctor first. If a company other than the one currently active is needed, call set_company(name) before doing anything else — every lookup and write below applies to whichever company is active.

Workflow

1. Locate and read the documents

List the folder's contents and group files by extension: PDF, JPG/PNG (scans/photos), XLSX/XLS/CSV, and anything else.

  • Read PDFs and images directly — Claude reads these natively, no OCR step needed.
  • Read CSV files directly, they're already plain text.
  • For XLSX files, run python scripts/xlsx_to_csv.py <file> to get a plain-text table (the script is dependency-free stdlib, see the script's own header for its .xls legacy-format limitation). The script has no access to cell number-formatting, so any date or percentage column prints as a raw underlying number (e.g. a date as 45852, not 2025-07-14) — treat any suspicious integer-looking column next to words like "date" as a formatted value and cross-check it against the source document rather than taking it at face value.
  • If a file can't be read or classified, don't skip it silently — carry it into the final batch summary as "unprocessed" with the reason.

2. Classify each document and extract the transaction

For each document, decide what kind of source it is and which Tally voucher type it maps to (sales invoice, purchase bill, bank payment/receipt line, expense receipt, credit/debit note, journal adjustment). The full mapping table with worked examples is in references/voucher-mapping.md — consult it before drafting entries for a document type not already handled in this session.

Read the full file on GitHub · 155 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. 12d ago First seen · 155 lines · 90 tokens per session scan A 55f41859bd70

Subscribe to this mod's changes

tally-doc-import is a skill published in the GitHub repository Wadhawnaiya/TallyMind (4 stars, last pushed 1mo ago), licensed MIT. It adds 90 tokens to every session and 1,750 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.

Related

Other skills, from other repositories

sector-rotation

An analysis framework for comparing industries in the Chinese A-share stock market, using business conditions, price momentum, valuation, and money flows. It produces rankings and higher- or lower-allocation suggestions.

HKUDS/Vibe-Trading · 39 tokens

strategy-pivot-designer

Detect backtest iteration stagnation and generate structurally different strategy pivot proposals when parameter tuning reaches a local optimum.

tradermonty/claude-trading-skills · 28 tokens

twitter-reader

Read Twitter/X for financial research using opencli (read-only). Use this skill whenever the user wants to read their Twitter feed, search for financial tweets, view bookmarks, look up user profiles, or gather market sentiment from Twitter/X. Triggers include: "check my feed", "search Twitter for", "show my…

himself65/finance-skills · 161 tokens

chenhao-limit-up

A framework for judging Chinese A-share stocks that have reached the daily price-rise limit, using market mood, sector leadership, and trading momentum.

questflowai/investorskills · 44 tokens

furusato

A Japanese hometown-tax donation manager for furusato nozei, a system where donations to municipalities can qualify for an income-tax or local-tax deduction. It reads donation receipts, stores donation records, and calculates deduction limits.

kazukinagata/shinkoku · 102 tokens

reading-receipt

An image-reading workflow for extracting structured information from receipts, invoices, and hometown-tax donation certificates. It can first extract text from PDFs and otherwise read their images.

kazukinagata/shinkoku · 64 tokens