bookkeeping
FeaturedUse when a small business needs audit-ready books — a chart of accounts, posting a transaction to the right account and side, clearing an uncategorized bank feed, cash vs accrual, or a ledger that won't tie to the bank. NOT interpreting the numbers — runway, burn, P&L cadence (that is `finance-ops`), NOT issuing invoices (that is `invoicing`).
Install
Quality Score: 92/100
Skill Content
Details
- Author
- ericrisco
- Repository
- ericrisco/rsc-harness
- Created
- 3 months ago
- Last Updated
- 2 days ago
- Language
- JavaScript
- License
- MIT
Integrates with
Similar Skills
Semantically similar based on skill content — not just same category
bookkeeping-close
Runs small and midsize business bookkeeping operations - categorizes bank and card transactions to a chart of accounts, reconciles a bank or card statement against the ledger, works a month-end close checklist, and produces a close package for the accountant. Works from QuickBooks Online, Xero, bank CSV/OFX, or Mercury exports, and from the Xero, QuickBooks, or Mercury connectors when present. Use it whenever the user says "reconcile", "bank rec", "categorize transactions", "month end close", "close the books", "books don't match the bank", "reconciliation is off by", "uncategorized expenses", or shares a QuickBooks or Xero export or a bank statement CSV, even if they do not name the task. Never plugs a difference; every unreconciled dollar is explained or listed.
bookkeeping-categorization
Set up a chart of accounts and rules for categorizing transactions. Use when asked how to categorize expenses/transactions, set up a chart of accounts, organize bookkeeping, or sort bank transactions into the right buckets. Produces a practical chart of accounts for the business, categorization rules with examples and edge cases, and a clean-books routine — so the books are consistent and ready for an accountant. Not tax/accounting advice.
bookkeeping-patterns
Double-entry bookkeeping patterns for engineering teams — chart of accounts, journal entries, ledger reconciliation, immutable accounting events, and the database schema patterns that produce auditable, restatable books for SaaS, marketplace, and fintech systems.