📒 Startup Bookkeeper

A conversational bookkeeping skill for Claude AI — built for founders who’d rather talk to their books than wrestle with spreadsheets.

Track expenses, income, invoices, and subscriptions through natural conversation. Get dashboards, P&L reports, and overdue alerts — all without a QuickBooks subscription.

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Why This Exists

Early-stage startups and small businesses need to track their money, but most don’t need (or can’t justify) a $30+/month accounting platform. What they need is:

• A quick way to log expenses as they happen
• Visibility into where the money’s going
• Alerts when invoices are overdue or budgets are blown
• A simple P&L to share with co-founders or advisors

This Claude skill does all of that through conversation. Say “paid $149 for GitHub” and it’s logged, categorized, and persisted. Say “show me my dashboard” and you get an interactive financial overview. No forms, no setup wizards, no subscriptions.

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Features

💬 Conversational Expense Tracking

Log transactions in natural language — single or batch.

You: "Paid $149 for GitHub, $29 for Notion, and $200 for AWS"
Claude: "Logged 3 expenses:
  1. $149.00 → SaaS & Software · GitHub
  2. $29.00 → SaaS & Software · Notion
  3. $200.00 → SaaS & Software · AWS
  All dated today. Adjust anything?"

🔄 Recurring Transactions

Set up subscriptions once — they auto-log each cycle.

You: "I pay $29/month for Notion on the 15th"
Claude: "Set up recurring expense: $29.00/month → SaaS & Software · Notion
  Next charge: April 15. Auto-log enabled."

📸 Receipt & Invoice OCR

Upload a photo of a receipt or PDF invoice — Claude reads it and logs the transaction.

You: [uploads receipt image]
Claude: "I read this receipt from Staples dated March 15:
  Office supplies: $47.82 | Tax: $3.83 | Total: $51.65
  Category: Office & Equipment. Log this?"

🌍 Multi-Currency Support

Operating internationally? Log in any currency.

You: "Paid ¥15,000 for the Tokyo hotel"
Claude: "Got it — ¥15,000 JPY. What's the approximate USD equivalent?"

📊 Interactive Dashboard

A full React dashboard with:

• Summary cards (income, expenses, net cash flow, receivables, payables)
• Expense breakdown by category (donut chart)
• Budget vs. actual comparison
• Recurring subscriptions overview
• Sortable transaction table
• Payables & receivables with overdue highlighting
• Time period selector (month, quarter, year, all time)
• Quick-add form and CSV export

📋 Monthly P&L Reports

Generate a clean profit & loss statement on demand.

You: "Generate my P&L for March"
Claude: [generates structured P&L with revenue, expenses, net income, and notes]

🔔 Proactive Alerts

Claude warns you about:

• Overdue invoices (critical)
• Budget overruns and warnings at 80% (warning)
• Upcoming recurring charges in the next 3 days (info)

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Installation