Startup Bookkeeper

• You're a startup founder or freelancer who needs lightweight expense and income tracking without committing to QuickBooks or Xero.
• You want to log transactions conversationally ("paid $149 for AWS this morning") and have them automatically categorized and stored.
• You need to track client invoices, monitor overdue receivables, and get proactive alerts when payments are late or budgets are exceeded.
• You handle recurring SaaS subscriptions and want them auto-logged each billing cycle without manual entry.
• You need a monthly P&L summary or spending dashboard to share with co-founders or investors.

• You need formal tax preparation, GAAP-compliant financial statements, or audit-ready documentation — consult a CPA for those.
• You need payroll processing, including withholding calculations or pay stub generation.
• You require live foreign exchange rate lookups — this skill uses approximate rates and asks you to confirm conversions.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.