bookkeeping — independently scanned and version-tracked by SaferSkills.
SaferSkills independently audited bookkeeping (Agent Skill) and scored it 100/100 (green). The audit ran 55 deterministic rules across Security, Supply Chain, Maintenance, Transparency, and Community; it found 0 high-severity and 0 lower-severity findings. The full rule-by-rule trace and per-finding evidence are below. Free, methodology-open.
Findings & checks · 0 flagged
Every scanned point with the score it earned and what moved between them.
First recorded scan — no prior version to compare against.
The primary manifest — the file an agent reads to learn what this artifact does.
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.
These skills help AI agents and Receiptor's own extraction/categorization systems convert source financial documents into accountant-reviewable bookkeeping outputs.
They define:
The goal is controlled bookkeeping support. Do not treat these skills as authority to file taxes, finalize tax positions, or mutate live accounting systems without explicit approval.
General bookkeeping workflow lives in the skill files. Jurisdiction-specific tax, deduction, filing, payroll, sales tax, VAT/GST, and statutory reporting rules live in jurisdictions/.
Current active jurisdiction pack:
| Jurisdiction | File | Use for |
|---|---|---|
| United States | jurisdictions/us.md | Schedule C mapping, 1099 readiness, estimated taxes, depreciation, meals, vehicle, home office, and US small-business tax-readiness support |
If the user's jurisdiction is unknown, continue only with jurisdiction-neutral work: evidence capture, transaction normalization, source trails, review queues, and reconciliation structure. Ask for jurisdiction before applying tax-specific rules.
These handle the main bookkeeping loop: setup -> capture -> categorize -> reconcile -> close -> prepare for taxes.
| Skill | Description |
|---|---|
| bookkeeping-setup | Create the reusable business, tax, accounting-method, chart-of-accounts, and approval context profile |
| receipt-processing | Extract structured data from receipts and invoices via email, photos, PDFs, or OCR |
| expense-categorization | Assign transactions to tax-aligned categories with vendor matching and confidence scoring |
| bank-reconciliation | Match book entries against bank statements using tiered matching (exact → fuzzy → batch) |
| monthly-close | Run a repeatable 9-step month-end close checklist |
| tax-prep | Compile tax-ready P&L, Schedule C mapping, and documentation package |
Deep-dive skills for specific tax topics. Load these when the user has a question about a particular area.
| Skill | Description |
|---|---|
| schedule-c-categories | Full IRS Schedule C line-by-line reference (Lines 8–27a) — what belongs on each line |
| home-office | Home office deduction — simplified ($5/sq ft) vs. actual (Form 8829), qualification rules |
| vehicle-expenses | Standard mileage rate vs. actual expenses, method lock-in, mileage log requirements |
| meals-deduction | Business meals at 50%, required documentation, entertainment at 0%, 2026 on-premises change |
| depreciation-assets | De minimis ($2,500), Section 179, bonus depreciation phase-out, MACRS class lives |
| contractor-1099 | 1099-NEC filing — W-9 collection, $600/$2,000 thresholds, deadlines, penalties |
| estimated-taxes | Quarterly estimated payments (1040-ES), self-employment tax, safe harbor rules |
Treat these skills as operating procedures, not just informational articles.
bookkeeping-setup when business context, accounting method, tools, chart of accounts, or approval boundaries are not already clearStart with bookkeeping-setup if the workspace does not already have a reusable bookkeeping context profile. Then:
Load specialized skills (home-office, vehicle, meals, etc.) on demand when those topics come up.
When a user says any of the following, one or more skills apply:
skill: bookkeeping
version: 3.0
author: Receiptor AI (https://receiptor.ai)
url: https://bookkeeping.md
capabilities:
- bookkeeping-setup
- 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~30 seconds. Free. No account. Every finding cites a rule and a line of evidence.