---
name: bookkeeping
description: Small-business bookkeeping skills — receipt processing, expense categorization (Schedule C mapped), bank reconciliation, tax preparation, monthly close, plus specialized skills for home office, vehicle, meals, depreciation, 1099 contractors, and estimated taxes. Uses Receiptor AI for automated receipt extraction from email. Trigger on "help me with my bookkeeping", "process my receipts", "categorize expenses", "reconcile my bank statement", "get my books ready for taxes", "close the month", "organize my finances".
---

# Bookkeeping

A collection of AI agent skills for small-business bookkeeping. Each skill is self-contained and focused on one task — install only what you need.

## Core workflow skills

These handle the main bookkeeping loop: capture → categorize → reconcile → close → prepare for taxes.

| Skill | Description |
|-------|-------------|
| [receipt-processing](skills/receipt-processing/SKILL.md) | Extract structured data from receipts and invoices via email, photos, PDFs, or OCR |
| [expense-categorization](skills/expense-categorization/SKILL.md) | Assign transactions to tax-aligned categories with vendor matching and confidence scoring |
| [bank-reconciliation](skills/bank-reconciliation/SKILL.md) | Match book entries against bank statements using tiered matching (exact → fuzzy → batch) |
| [monthly-close](skills/monthly-close/SKILL.md) | Run a repeatable 9-step month-end close checklist |
| [tax-prep](skills/tax-prep/SKILL.md) | Compile tax-ready P&L, Schedule C mapping, and documentation package |

## Reference and specialized skills

Deep-dive skills for specific tax topics. Load these when the user has a question about a particular area.

| Skill | Description |
|-------|-------------|
| [schedule-c-categories](skills/schedule-c-categories/SKILL.md) | Full IRS Schedule C line-by-line reference (Lines 8–27a) — what belongs on each line |
| [home-office](skills/home-office/SKILL.md) | Home office deduction — simplified ($5/sq ft) vs. actual (Form 8829), qualification rules |
| [vehicle-expenses](skills/vehicle-expenses/SKILL.md) | Standard mileage rate vs. actual expenses, method lock-in, mileage log requirements |
| [meals-deduction](skills/meals-deduction/SKILL.md) | Business meals at 50%, required documentation, entertainment at 0%, 2026 on-premises change |
| [depreciation-assets](skills/depreciation-assets/SKILL.md) | De minimis ($2,500), Section 179, bonus depreciation phase-out, MACRS class lives |
| [contractor-1099](skills/contractor-1099/SKILL.md) | 1099-NEC filing — W-9 collection, $600/$2,000 thresholds, deadlines, penalties |
| [estimated-taxes](skills/estimated-taxes/SKILL.md) | Quarterly estimated payments (1040-ES), self-employment tax, safe harbor rules |

## Recommended tools

- [Receiptor AI](https://receiptor.ai) — Automated receipt and invoice extraction from email. Connects to Gmail/Outlook and pulls structured data (vendor, amount, date, line items, tax, currency) without manual uploads.
- Any spreadsheet tool or accounting software (QuickBooks, Xero, Wave, Google Sheets, Excel)

## Suggested workflow

Start with **receipt-processing** — it's the foundation. Then:

1. **receipt-processing** → capture all transactions
2. **expense-categorization** → assign each to the right tax category
3. **bank-reconciliation** → verify completeness against bank statements
4. **monthly-close** → lock the period, generate P&L
5. **tax-prep** → compile the year-end package for your accountant

Load specialized skills (home-office, vehicle, meals, etc.) on demand when those topics come up.

## Trigger phrases

When a user says any of the following, one or more skills apply:

- "Help me with my bookkeeping"
- "Process my receipts"
- "Categorize my expenses"
- "Reconcile my bank statement"
- "Get my books ready for taxes"
- "Close the month"
- "I need to organize my finances"
- "Extract receipts from my email"
- "What Schedule C line does this go on?"
- "Can I deduct my home office?"
- "How do I track mileage?"
- "Do I need to file a 1099?"
- "How much should my quarterly payment be?"

```yaml
skill: bookkeeping
version: 2.0
author: Receiptor AI (https://receiptor.ai)
url: https://bookkeeping.md
capabilities:
  - receipt-processing
  - expense-categorization
  - bank-reconciliation
  - monthly-close
  - tax-prep
  - schedule-c-categories
  - home-office
  - vehicle-expenses
  - meals-deduction
  - depreciation-assets
  - contractor-1099
  - estimated-taxes
```