💰 Finance & Accounting AI Skills

YNAB (You Need A Budget) comprehensive budget management with automated tracking, goal monitoring, spending analysis, and daily budget check reports. Ready-t...

Expense tracking and accounting for AI agents. Log purchases, set budgets, generate spending reports, and manage multi-currency finances — all stored locally. Privacy.com card import, natural language queries, CSV/JSON export. Use when agents make purchases and need a financial audit trail.

Professional personal finance advisor specializing in plain-text accounting with Beancount and Fava. Use when users need help with: (1) Analyzing spending habits and financial patterns from Beancount files, (2) Creating or understanding Beancount transactions and syntax, (3) Financial planning, budgeting, and investment advice, (4) Interpreting Fava reports and creating custom queries, (5) Organizing chart of accounts, (6) Double-entry bookkeeping principles, (7) Personal finance optimization and wealth building strategies. Provides analysis, education, and personalized recommendations while maintaining professional standards.

Automate George online banking (Erste Bank / Sparkasse Austria): login/logout, list accounts, and fetch transactions via Playwright.

Comprehensive US tax advisor, deduction optimizer, and expense tracker. Covers all employment types (W-2, 1099, S-Corp, mixed), estimated tax payments, audit risk assessment, life event triggers, multi-state filing, RV-as-home rules, tax bracket optimization, document retention, and proactive year-round tax calendar nudges. Your CPA in the pocket.

This skill should be used when managing financial data, syncing bank transactions via Plaid/GoCardless, fetching bills from Gmail, or exporting to Beancount/Ledger formats. Provides local-first data sovereignty for OpenClaw users.

Manage PocketSmith transactions, categories, and financial data via the API

TypeScript library and CLI for Monarch Money budget management. Search transactions by date/merchant/amount, update categories, list accounts and budgets, manage authentication. Use when user asks about Monarch Money transactions, wants to categorize spending, needs to find specific transactions, or wants to automate budget tasks.

AI-native accounting for UK micro-businesses. Use when the user wants to track transactions, manage VAT, check deadlines, or do any bookkeeping for a UK limited company.

Comprehensive accounting automation skill for OpenClaw. Handles document processing (OCR of invoices, receipts, statements), data extraction, email monitorin...

Comprehensive financial management system for Beijing-based technology companies, covering financial director workflows, budget management, accounting systems, tax optimization, expense reimbursement, customs declaration, annual reporting, and integration with business contracts, R&D budgets, project management, HR, and administrative services. Use when managing any aspect of tech company finances in Beijing including budget planning, expense processing, tax compliance, financial reporting, or cross-functional financial coordination.

Integrate Stripe usage-based billing with idempotent event ingestion, late-event handling, and pre-invoice reconciliation. Use when implementing usage meteri...

Automate accounts receivable: aging reports, prioritize collections, draft payment reminders, match payments, track DSO, and forecast bad debt exposure.

Enable your AI agent to shop online securely using guardrailed wallets, multiple payment methods, and owner approval via CreditClaw's API.

Generate a detailed expense breakdown by category for a given period. Use when the user asks for an expense report, spending summary, Ausgabenübersicht, cost...

Group expense splitting via natural language. Use when someone mentions paying for something, splitting a bill, settling a debt, or asks for balances — in En...

Query and manage Stripe data via the Stripe API. Use when you need to list charges, customers, invoices, subscriptions, payment intents, refunds, products, o...

Create and optionally send a new invoice to a client. Use when the user wants to invoice someone, bill a client, or create a new Rechnung.

Merge ZUGFeRD 2.1 compliant invoice PDF and time report into a single visible multi-page PDF/A-3b file with embedded XML for German B2B/Gov use.

Query and analyze personal finance data from the Copilot Money Mac app. Use when the user asks about their spending, transactions, account balances, budgets,...

Parses bank statements from all major Greek banks (Alpha, NBG, Eurobank, Piraeus). File-based CSV/Excel import with transaction reconciliation.

Create and manage expenses on Splitwise. Use this skill when the user wants to log a new expense, split a bill, or check their Splitwise balance.

AI-powered receipt scanning that renames files by date/vendor, extracts transaction details, and logs them in a dynamic bookkeeping CSV.

Admin CLI for Lemon Squeezy stores. View orders, subscriptions, and customers.