Open-source bookkeeping skills
Practical workflows that help agents convert receipts, invoices, statements, and accounting exports into reviewable bookkeeping artifacts for small businesses.
Use case
Reviewable outputs
Default scope
US small business
Bias
Execution over theory
Use case
Receiptor bookkeeping skills help AI agents and Receiptor's own extraction and categorization systems convert source financial documents into accountant-reviewable bookkeeping outputs.
General workflow lives in the skills. Country-specific tax treatment, thresholds, filings, payroll, sales tax, VAT, GST, and statutory reporting rules live in jurisdiction packs.
Featured
Create a bookkeeping context profile before downstream bookkeeping work. Captures entity type, tax jurisdiction, accounting method, chart of accounts baseline, connected tools, approval thresholds, record-retention policy, and review boundaries. Trigger on "set up my bookkeeping", "bookkeeping context", "chart of accounts", "cash or accrual", "configure my books", "what info do you need before bookkeeping".
Repeatable month-end close checklist for small businesses — lock the period, process outstanding receipts, categorize remaining items, reconcile all accounts, review large transactions, check contractor 1099 thresholds, generate monthly P&L summary. Trigger on "close the month", "month-end close", "monthly bookkeeping", "close the books".
Latest
Create a bookkeeping context profile before downstream bookkeeping work. Captures entity type, tax jurisdiction, accounting method, chart of accounts baseline, connected tools, approval thresholds, record-retention policy, and review boundaries. Trigger on "set up my bookkeeping", "bookkeeping context", "chart of accounts", "cash or accrual", "configure my books", "what info do you need before bookkeeping".
Match book entries against bank or credit card statements to find discrepancies, missing transactions, and duplicates. Uses exact, near, and batch matching with balance verification. Trigger on "reconcile bank statement", "match transactions", "bank balance doesn't match", "close the books".
Track independent contractor payments, collect W-9s, determine 1099-NEC filing requirements, and avoid penalties. Covers the $600 threshold (2025) and $2,000 threshold (2026), Jan 31 deadline, corporate exceptions, backup withholding, and penalty schedule ($60–$660/form). Trigger on "1099", "contractor payment", "do I need to file a 1099", "W-9", "independent contractor".
For operators
Browse the site like a compact operating manual for founder-led bookkeeping, month-end discipline, and accountant-ready records.
For agents
The same skill library is available on-site and in the public source repo, with structured metadata, jurisdiction boundaries, and canonical URLs for discoverability.