Packs / Bookkeeper
Bookkeeper pack
In build. Opens after the Agency Owner pack.
$99one-time · a year of updates
For bookkeepers who serve several small businesses. Draft the answer to a client question about what a line means. Run a month-end close checklist per client. Review an export of uncategorised transactions and propose categories with reasons. Write the monthly summary a business owner will actually read.
- Planned: 11 skills, templates, 2 scheduled jobs, runbooks
- Evals ship with the pack. Run them yourself.
- Nightly eval runs from the day it opens.
- 14-day refund from the day it opens.
/close-checklist/client-questions/transaction-review/reconciliation-note/monthly-summary/open-items/client-file/year-end-prep/policy-check/handover-note/query-log
What each skill does
/close-checklist
Runs the per-client close list, not the generic one, and says which items are still open.
/client-questions
Turns your list of unknowns into one clear email per client, with the amount, date and counterparty on each line.
/transaction-review
Reads an export of uncategorised lines and proposes a category with a reason for each one.
/monthly-summary
Writes the plain-language monthly note: what moved, what is still open, what needed judgement.
/handover-note
Writes the file note that makes next month's cover and next year's audit survivable.
+ 6 more, listed in the install guide. Two scheduled jobs: a first-of-month checklist and a weekly open-items list.
The hard boundary
- Skills get no write access to your systems. They read what you hand them and draft text.
- Nothing is sent on your own behalf. No email leaves, no file is filed, no payment is taken. You press send.
- Your client data stays on your machine. The files are plain text in your own folders.
- You decide what is allowed to leave before you install. Every skill states what it reads and what it will not do.
What this pack does not doDoes not connect to your accounting software, does not post to the ledger, does not file anything, and does not give tax advice.
What happens when it opensYou get an email with a private repository invite and a download link. One command installs the pack, which takes about ten minutes. How installing works