SkillCommunity★ 31

Open Accountant Skills

Updated Jul 7, 2026

An external GitHub repository providing AI skill definitions for common bookkeeping workflows — transaction categorization, reconciliation, and ledger review. Part of the OpenAccountant project, designed for small-business bookkeepers using Claude or ChatGPT.

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What it does

npx skills add openaccountant/skills --skill month-end-close
Install the month-end-close skill for a structured monthly bookkeeping checklist.
npx skills add openaccountant/skills --skill tax-prep
Install the tax-prep skill to organize expenses by IRS Schedule C categories.
npx skills add openaccountant/skills --skill cash-flow-forecast
Install the cash-flow-forecast skill to project future cash flow from current trends.
npx skills add openaccountant/skills --skill smart-categorize
Install the smart-categorize skill to auto-categorize transactions by pattern from a CSV export.

Files (1)

OVERVIEW.mdprimary · markdown · 1.7 KB

## What it does

Open Accountant Skills is a free, MIT-licensed library of 44 financial skills for AI agents — covering personal finance, small-business bookkeeping, and shared workflows. Personal finance skills include subscription-audit, debt-payoff (avalanche vs snowball), net-worth tracking, zero-based-budget, and insurance-audit. Business skills cover profit-loss statement generation, invoice-aging, cash-flow-forecast, break-even-calc, month-end-close, and runway-calculator. Shared skills include smart-categorize (auto-categorize transactions by pattern), tax-prep (IRS Schedule C), quarterly-taxes, mileage-tracker, and depreciation-schedule. Each skill works in two modes: with Wilson CLI for direct database queries, or without Wilson as step-by-step instructions for CSV/spreadsheet workflows.

## Key commands

Install a single skill:

    npx skills add openaccountant/skills --skill tax-prep

Install all 44 skills:

    npx skills add openaccountant/skills

List available skills:

    npx skills add openaccountant/skills --list

For Claude Code specifically, copy skill folders into .claude/skills/ manually:

    git clone https://github.com/openaccountant/skills.git ~/.openaccountant/skills

## Install

Works with Claude Code, Cursor, OpenAI Codex, Gemini CLI, GitHub Copilot, Pi, OpenCode, Kiro, Trae, and Rovo Dev — any agent that supports SKILL.md files.

## When to use

Use this when you do bookkeeping, freelance finance, or small-business accounting work in an AI agent and want structured, reusable skills for recurring tasks like month-end close, invoice aging review, or tax categorization. Skills work without any accounting software integration and degrade gracefully to manual CSV workflows when no database connection is available.