Claude Skills for Bookkeeping
Claude skills for bookkeepers, founders and ops folks keeping books clean.
Download the free pack
Get 3 Claude skills in a zip file. Upload each folder as its own skill in Claude.
Download pack (.zip)Free. No email required. Install instructions
Bookkeeping is pattern work — recurring transactions, repeating categories, monthly close. This pack helps Claude categorise, reconcile, and prep books with fewer errors.
What you can do with this pack
- Categorise transactions by vendor and purpose
- Reconcile bank and credit card feeds
- Prep month-end close
- Catch expense anomalies and duplicates
- Translate bookkeeping for non-accountant founders
Skills in this pack
Transaction Categoriser
Categorise transactions into a chart of accounts based on vendor, memo, and history. Trigger on 'categorise transactions', 'code these expenses', 'map to chart of accounts', 'categorise this ledger', or when the user has raw transactions needing classification.
Bank Reconciler
Reconcile bank and credit card feeds against the general ledger. Trigger on 'reconcile', 'bank rec', 'bank reconciliation', 'match transactions', or when the user needs to match feed data to GL data.
Month-End Close Prep
Prep a month-end close checklist — accruals, deferrals, reconciliations, reports. Trigger on 'month-end close', 'close the books', 'closing checklist', 'month-end prep', or when the user is closing a financial period.
How to install the skills
- In Claude, turn on code execution under Settings → Capabilities.
- Download and unzip the pack above — you'll see one folder per skill.
- Go to Customize → Skills, click + Create skill, then Upload a skill.
- Zip each individual skill folder and upload it.
- Toggle the skill on. Claude will use it automatically when your request matches.
Full instructions: /download/claude-skills
FAQ
What is a Claude skill?
A Claude skill is a folder containing a SKILL.md file. It tells Claude when to trigger the skill and how to execute the task. Skills live inside your Claude account once uploaded.
Do these work on Free, Pro and Max plans?
Yes, as long as code execution is enabled. On Team and Enterprise plans, an admin needs to enable skills at the organisation level first.
Can I edit the skills?
Yes — the skills are plain markdown files. Open SKILL.md in any editor and change the description, steps, templates, or output format to match how you work.
Do I need all the skills in the pack?
No. Upload only the ones you'll use. Too many active skills makes Claude less precise about which one to pick.