Claude skills for solo bookkeepers and small firms
Close a client's month in an afternoon, not a weekend.
Six Claude skills that do the matching, the arithmetic and the write-up for month-end close. You stay in charge of every judgment call and every posted entry.
Free: the bank reconciliation skill
Drop in a bank or card CSV and a QuickBooks Online or Xero ledger export. The skill normalises signs and dates, matches in five passes (including batched deposits and Stripe/Square payouts net of fees), classifies what is left, and proves the reconciliation to 0.00 or tells you exactly where the gap is.
How to install it
- Claude.ai or Claude desktop: put SKILL.md in a folder named
bank-reconciliation, zip the folder, then upload it under Settings > Capabilities > Skills. - Claude Code: save it as
~/.claude/skills/bank-reconciliation/SKILL.md. - Ask Claude: "Reconcile the checking account for September" and attach both CSVs.
What is in the full pack
- Bank reconciliationThe free skill above, plus a credit-card variant.
- Transaction categorisationLearns from a client's past coding, proposes accounts with a confidence flag, never guesses silently.
- Payout clearingSplits Stripe, Square, Shopify and PayPal payouts into gross sales, fees and refunds.
- Accruals and prepaidsBuilds and rolls forward schedules from invoices and contracts.
- Close checklist trackerOne checklist per client, with what is blocked and on whom.
- Client month-end summaryA plain-English one-pager for the business owner, from your trial balance.
$29 one-time, lifetime updates. Early waitlist price. Checkout opens soon.
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We will email you once when the pack is ready, with the early price. No other emails.
These skills are workflow aids made by Teton Labs with AI assistance. They are not accounting, tax or audit advice, and they never post entries for you. Review every output before you rely on it.