The four agents, on Claude
Transaction Categorization Agent for Claude
It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status.
Setup guide →Reconciliation Agent for Claude
It matches statement rows to ledger rows and hands you a complete exception list: match status, difference and next action per row.
Setup guide →Receivables Follow Up Agent for Claude
It tracks open invoices and prepares reminder drafts: customer, invoice, amount due, days overdue, reminder draft and approval status.
Setup guide →Bills Invoices Agent for Claude
It captures new bills and invoices, runs duplicate checks and builds a due-item review queue: vendor, invoice, amount, due date, duplicate check, review status.
Setup guide →How setup works on Claude
Create a Project for the job and add skill.md as Project knowledge with the setup prompt as instructions. Run the setup conversation, check the sample-data output, then start each run in that Project so the rules stay loaded. Artifacts Claude produces can be saved out to your Drive.
Honest limits
Without a Project, Claude chat context resets between sessions and you re-paste the rules. Keep the skill file in Project knowledge so the workflow stays put.
Questions people ask
Which AI agents for bookkeepers run on Claude?
All four: Transaction Categorization Agent, Reconciliation Agent, Receivables Follow Up Agent, Bills Invoices Agent. Each is $19 one-time - three plain-text files that live in a Claude Project.
Why run bookkeepers agents on Claude?
Create a Project for the job and add skill.md as Project knowledge with the setup prompt as instructions. Run the setup conversation, check the sample-data output, then start each run in that Project so the rules stay loaded. Artifacts Claude produces can be saved out to your Drive.
Is this affiliated with Claude?
No. AI Agent Skills is an independent store, not affiliated with or endorsed by Claude or its makers.
AI Agent Skills is an independent store, not affiliated with Claude or its makers.