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Free & Open Source

AI Skills for Accounting

Teach your AI assistant to handle bookkeeping, reconciliations, and financial analysis. One command to install. Works with Claude, Codex, and Cursor.

Terminal
$ npx add-skill accounting-skills/bank-reconciliation

What are skills?

Skills are instruction packages for AI coding assistants. When you ask your AI to “reconcile the bank statement,” it loads the relevant skill and follows accounting best practices automatically.

Each skill encodes the workflows and standards that accountants use every day. No prompt engineering needed. Install once, use anywhere.

  • Works offline in your local environment
  • No data leaves your machine
  • Customizable to your chart of accounts
25+
Ready-to-use skills
6
Workflow categories
Free
Open source forever

Skills for every workflow

From daily bookkeeping to quarterly reporting. Pick the skills you need.

Financial Analysis

Calculate ratios, spot trends, and assess your business health with AI-powered insights.

View skills
Bookkeeping

Reconcile bank statements, categorize expenses, and keep your books clean automatically.

View skills
Tax Preparation

Find deductions, organize documents, and create filing checklists before tax season.

View skills
Business Insights

Forecast cash flow, track budgets, and understand your profitability at a glance.

View skills
Financial Reporting

Generate statements, build dashboards, and create board-ready reports in minutes.

View skills
Tax & Compliance

Track sales tax, prepare 1099s, and stay compliant with state filing requirements.

View skills

Popular skills

Most-installed skills by the community

Browse all skills
bank-reconciliation

Matches your bank statement to your ledger, flags discrepancies, and suggests fixes. No more manual line-by-line checking.

Best for: Monthly close, cash verification
invoice-organizer

Turn a folder of receipts into a tax-ready filing system. Extracts vendor, date, amount, and category automatically.

Best for: Tax prep, expense tracking
ratio-analysis

Get your liquidity, profitability, and solvency ratios with plain-English explanations and industry comparisons.

Best for: Loan applications, health checks
expense-categorizer

Sorts transactions into the right accounts based on patterns. Learns from your corrections to get smarter over time.

Best for: Monthly categorization, spend analysis
cash-flow-forecast

See your cash position weeks ahead. Based on receivables, payables, and recurring expenses you already have.

Best for: Payroll planning, growth decisions
1099-organizer

Tracks contractor payments all year. Flags vendors hitting the $600 threshold and preps 1099-NEC forms.

Best for: Year-end prep, contractor management

Up and running in three steps

No complex setup. No configuration files. Just install and start working.

1

Install a skill

Run one command. The skill downloads to your project and is ready to use immediately.

$ npx add-skill bank-reconciliation
2

Ask your AI

Request accounting tasks in plain English. Your AI loads the right skill automatically.

“Reconcile the March bank statement against the general ledger”

3

Review the output

Skills follow accounting standards. Review the work, approve or adjust, and you're done.

Verified
GAAP-compliant

Works with your favorite tools

Skills use the open SKILL.md standard. Install once, use everywhere.

Claude Code
OpenAI Codex
Cursor
VS Code Copilot
Gemini

Start automating your accounting

All skills are free and open source. Install directly or browse the collection on GitHub.

SKILL.md Spec