Setup guides

AI agents for bookkeepers on OpenClaw: categorize, reconcile and follow up with less chasing.

The work is accuracy at volume: uncoded transactions, unmatched rows, invoices nobody chased. These four agents prepare the review queues with evidence. Posting and sending stay with you.

The four agents, on OpenClaw

Transaction Categorization Agent for OpenClaw

It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status.

Setup guide →

Reconciliation Agent for OpenClaw

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 OpenClaw

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 OpenClaw

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 OpenClaw

Drop the three files into your OpenClaw workspace and point it at skill.md, then run the setup prompt over your usual chat channel. OpenClaw keeps its workspace persistent, so the agent's rules survive between asks, and its approval style matches the agents' stop-at-human-gates design.

Honest limits

OpenClaw is self-hosted open-source software: you are responsible for your own install, keys and updates. Read its security docs before connecting real accounts.

Questions people ask

Which AI agents for bookkeepers run on OpenClaw?

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 your OpenClaw workspace.

Why run bookkeepers agents on OpenClaw?

Drop the three files into your OpenClaw workspace and point it at skill.md, then run the setup prompt over your usual chat channel. OpenClaw keeps its workspace persistent, so the agent's rules survive between asks, and its approval style matches the agents' stop-at-human-gates design.

Is this affiliated with OpenClaw?

No. AI Agent Skills is an independent store, not affiliated with or endorsed by OpenClaw or its makers.

AI Agent Skills is an independent store, not affiliated with OpenClaw or its makers.