Accounting Agent Skills
Accounting skills cover the full cycle: recording every event that should hit the books, classifying each into the right bucket and period, reconciling the ledger against the bank, subledgers, and physical counts, closing a period so it can be reported on, and producing statements a reader can actually use. Tax and audit skills sit on top of that same ledger, serving outside parties who need the same numbers under extra rules. Use the ranked list by finding the stage where your work breaks down — messy recording, misclassified entries, unreconciled accounts, a close that never finishes, reports nobody trusts, or outside filing pressure — and pick the skill aimed at that stage. Skills for adjacent stages often pair well, so read a few entries before deciding.
8 to start with18 top options
Start with these.
Accounting is a cycle: record, classify, reconcile, close, report — then tax and audit sit on top of that ledger.
These are the closest matches for this work. Start with the first one and open it to install.
- Rank 01View Agent SkillDirect
close-month
Closes the books by reconciling the ledger against payment processors, writes the P&L narrative, refreshes the cash forecast, and publishes the close packet.
1,638 · popularity - Rank 02View Agent SkillDirect
tax-prep
Runs a books-first tax chain: confirms the ledger is closed and reconciled, then computes quarterly estimated payments or builds year-end 1099-NEC lists and accountant packets.
1,684 · popularity - Rank 03View Agent SkillDirect
netsuite-finance-analyst
Provides NetSuite-grounded finance analysis: period-close support, variance review, reconciliation guidance, cash reporting, and CFO/board-ready financial narratives.
388 · popularity - Rank 04View Agent SkillDirect
variance-commentary
Writes variance commentary for every P&L and balance-sheet line over threshold, comparing current vs prior and budget with drivers explained from underlying activity.
1,203 · popularity - Rank 05View Agent SkillDirect
QuickBooks Automation
Automates QuickBooks accounting workflows including invoicing, expense categorization, bank reconciliation, and financial reporting.
4,219 · popularity - Rank 06View Agent SkillDirect
accounting
Guides solo founders through bookkeeping setup, chart of accounts, expense tracking, accounting software selection, SaaS revenue recognition, and tax preparation.
932 · popularity - Rank 07View Agent SkillDirect
accountant-expert
Provides expert accounting guidance on GAAP/IFRS principles, double-entry bookkeeping, financial statement preparation, and tax and compliance topics.
623 · popularity - Rank 08View Agent SkillDirect
bookkeeping-basics
Sets up and maintains basic bookkeeping: accounting software selection, chart of accounts, expense categorization, reconciliation, and financial statements.
244 · popularity
Explore 10 more Agent Skills
- Rank 09View Agent SkillDirect
finance-reconcile
Audits balance sheets and income statements: verifies equilibrium, validates line items against detail records, tracks account changes, and generates audit reports.
208 · popularity - Rank 10View Agent SkillDirect
invoice-organizer
Reads messy invoice and receipt files, extracts vendor/date/amount, renames them consistently, and sorts them into tax-ready folders with a CSV summary.
4,870 · popularity - Rank 11View Agent SkillDirect
Invoice Automation
Generates, sends, tracks, and reconciles invoices across QuickBooks, Xero, Stripe, and other accounting platforms, with aging and payment-status reports.
4,221 · popularity - Rank 12View Agent SkillDirect
trade-accounting
Applies double-entry bookkeeping to trading operations with a chart of accounts, journal entries, P&L statements, balance sheets, and cash flow reporting.
424 · popularity - Rank 13View Agent SkillDirect
sage-accounting
Integrates with Sage Accounting to manage contacts, invoices, bills, journal entries, bank accounts, reconciliation, and trial balance data.
Needs (stated): Network access
204 · popularity - Rank 14View Agent SkillDirect
e-bookkeeping-compliance
Diagnoses compliance with Japan's qualified electronic bookkeeping requirements, checking ledger, audit-log, search, and documentation criteria for tax audits.
276 · popularity - Rank 15View Agent SkillPossible
datapack-builder
Extracts and normalizes financial data from CIMs, SEC filings, and other sources into investment-committee-ready Excel workbooks with documented assumptions.
1,673 · popularity - Rank 16View Agent SkillPossible
Stripe Payments
Automates Stripe payment processing, subscription lifecycle, invoicing, and revenue reporting workflows.
4,440 · popularity - Rank 17View Agent SkillPossible
kanchi-dividend-us-tax-accounting
Provides US dividend tax classification, holding-period checks, 1099-DIV interpretation, and taxable-vs-IRA account placement for income portfolios.
3,072 · popularity - Rank 18View Agent SkillPossible
domain-fintech
Rust design constraints for fintech apps: decimal money types, immutable audit trails, double-entry ledger patterns, and transaction boundaries.
2,548 · popularity
What this topic covers
Each sub-topic groups Agent Skills for a specific situation.
- Record
- Every event that should hit the books, hits the books.
- Classify
- The right bucket, in the right period.
- Reconcile
- The ledger matches the world (bank, subledger, count).
- Close
- A period that can be reported on.
- Report
- Statements a reader can use.
- Tax & audit
- Outside parties who need the same numbers, with extra rules.
Frequently asked questions
- What is the difference between a reconcile skill and a close skill?
- Reconcile skills focus on making the ledger match the world — bank statements, subledgers, and counts. Close skills take the reconciled ledger and drive a period to the point where it can be reported on.
- How is this list ordered?
- The list is ranked by observed search demand, with direct matches for the topic placed first and a cap on how many skills any single publisher can occupy.
- Do tax and audit skills replace the accounting cycle?
- No. Tax and audit sit on top of the ledger produced by recording, classifying, reconciling, closing, and reporting. They serve outside parties who need the same numbers under additional rules.
- Can I use a single skill for the whole cycle?
- The topic is organized around distinct stages — record, classify, reconcile, close, report, and tax and audit. Most skills target one stage, so expect to combine a few rather than rely on one.
How to install an Agent Skill
Start with the first skill on this page. Claude Code reads a SKILL.md once it is in the skills directory:
- Claude Code — copy the SKILL.md for close-month into ~/.claude/skills/close-month/ for yourself, or .claude/skills/close-month/ to share it with a project.
- From the registry — run npx skills add anthropics/knowledge-work-plugins@close-month.
- Or download close-month from its source and place that SKILL.md in the directory above.
How to choose Check the source and the skill’s own instructions before you install. Official and Notable describe where a skill comes from.