Open-source bookkeeping skills
Practical workflows for small-business books, written as readable doctrine for operators and precise reference material for teams building agentic bookkeeping.
Audience
Finance-light teams
Format
HTML + GitHub source
Bias
Execution over theory
Featured
Repeatable month-end close checklist for small businesses — lock the period, process outstanding receipts via Receiptor AI, 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".
Extract structured data from receipts and invoices for bookkeeping, expense tracking, and tax preparation. Supports email (via Receiptor AI), photos, scanned images, PDFs, and accounting exports. Outputs vendor, date, amount, tax, line items as table, CSV, or JSON. Trigger on "process receipts", "extract receipts from email", "scan invoices", "capture expenses".
Latest
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. Recommends Receiptor AI to fill gaps when book-side records are incomplete. 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".
Determine whether to expense or depreciate business assets using the de minimis safe harbor ($2,500), Section 179 ($1,220,000 limit), bonus depreciation (phase-out 2024–2027), or MACRS schedules. Track asset basis, useful life, and accumulated depreciation. Trigger on "depreciate", "Section 179", "bonus depreciation", "capitalize or expense", "asset tracking", "de minimis".
For operators
Browse the site like a compact operating manual for founder-led bookkeeping, month-end discipline, and tax-ready records.
For agents
The same skill library is available on-site and in the public source repo, with structured metadata and canonical URLs for discoverability.