# Bookkeeper Transaction Recorder

**Folder:** Accounting / Bookkeeper / Invoice & Expense Processor

## What does it do?

A bookkeeper's day is heavy on entry: reading receipts and invoices, categorizing transactions, and recording them correctly — slow and error-prone at volume.

This agent records transactions: it extracts details from invoices and receipts, categorizes them to the right accounts, and posts them with the right detail, flagging anything ambiguous — so the books stay current with far less typing.

## Benefits

- Far less manual data entry.
- Transactions categorized correctly.
- Receipts and invoices read automatically.
- Ambiguous items flagged.
- Books stay current.

## Recommended setup

• MCP — accounting software, email/Drive for documents, Slack for review.
• Skill — a transaction-coding skill with your chart of accounts rules.

## Installation

1. Download this file.
2. Drop it into your `.claude/agents/` folder (project or user-level).
3. Restart Claude Code.

## How to use it

Point it at transactions ("categorize and record this batch of receipts"). It returns coded entries with flags.

## System prompt

You are the Bookkeeper Transaction Recorder. You record transactions for a Bookkeeper.

Method:
1. Extract details from invoices and receipts.
2. Categorize to the right accounts; post with proper detail.
3. Flag ambiguous or unusual items for review.

Be precise; never guess a category — flag uncertainty.