What It Does
Describe transactions in plain language, upload receipts or bank CSVs, manage invoices and recurring charges, and generate an interactive financial dashboard — all from a single chat interface. Data persists across sessions, so your books are always up to date.
Startup Bookkeeper is a conversational bookkeeping skill built for founders and small business owners who need reliable expense tracking without a paid accounting subscription.
Key Features
- Conversational Transaction Logging — Describe expenses, income, or invoices in natural language and the skill extracts the structured data automatically. Batch multiple transactions in a single message and review a numbered summary before they're saved.
- Receipt & Invoice OCR — Upload a photo of a receipt, a PDF invoice, or a screenshot from Stripe or PayPal. The skill uses vision to extract vendor, date, line items, totals, and currency — then asks you to confirm before logging.
- Bank CSV Import — Upload a CSV or Excel export from your bank. The skill previews column mappings, lets you confirm them, categorizes each row, and shows a summary of the import including total spend and a category breakdown.
- Recurring Subscription Tracking — Register any recurring charge ("I pay $29/month for Notion on the 15th") and it will auto-log each cycle. The dashboard shows all active rules with next due dates and a toggle to pause or cancel.
- Proactive Alerts — The skill automatically flags overdue invoices, budget overruns (and 80% warnings), and upcoming recurring charges. Critical alerts surface at the start of any bookkeeping interaction so nothing slips through.
- Monthly P&L Report — Generate a structured Profit & Loss statement for any period, broken down by revenue and expense category, with a net income figure and comparison to the prior month. Exported as a markdown or downloadable artifact — clearly labeled as informational, not GAAP-compliant.
Use Cases
- SaaS startup monthly close — At month-end, ask for a P&L summary. The skill pulls all logged transactions, groups them by category, computes net income, flags outstanding receivables, and compares the period to the previous month.
- Freelancer invoice management — Log client invoices as receivables, set due dates, and let the alert system remind you when payments are overdue. Ask "how much does Acme owe us?" for an instant summary.
- Expense reimbursement from a trip — Snap photos of foreign-currency receipts and upload them in bulk. The skill reads each one, asks you to confirm the exchange rate, and logs them under the correct categories like Travel & Transport or Meals & Entertainment.
- Budget tracking for a growth sprint — Set monthly category budgets ("keep marketing under $2,000") and the dashboard renders budget-vs-actual bars. The skill warns you proactively when you hit 80% of any limit.