Bookkeeping Categorizer
Categorizes transactions into a chart of accounts and flags anomalies.
by AgentVoltv1.0.0Published 1y ago1 install
Free to sign up · every skill included with AgentVolt Pro
Before & after
Same prompt, same agent — the only difference is the skill.
Prompt“Categorize these credit card transactions into account codes.”
Beforegeneric AI agent
I can help you categorize those transactions. The general approach is to look at the merchant name and transaction description and map them to the appropriate account codes. Some transactions are straightforward—like payroll goes to salary expense—but others might need judgment calls. You might have some recurring vendors that always go to the same category. It would help to set up a simple ruleset so you can reuse it consistently. You should probably watch out for duplicate transactions or transactions that seem like they don't belong. You might want to create a reference list of your main account codes and what types of expenses go there. Would you like me to suggest a chart of accounts structure, or do you already have your codes defined?
Afterwith Bookkeeping Categorizer
TRANSACTION CATEGORIZATION OUTPUT RULESET APPLIED → Chart of accounts: Standard SaaS startup structure (17 top-level codes) → Rules: 42 merchant rules + pattern matching for uncategorized items CLEAN CATEGORIZED LEDGER DATE | MERCHANT | AMOUNT | CATEGORY | FLAG 2026-07-15 | AWS Inc | $1,247.88 | 6200: Cloud Services | — 2026-07-15 | Stripe | $342.10 | 6201: Payment Processing | — 2026-07-14 | Office Depot | $89.22 | 6400: Office Supplies | — 2026-07-14 | Office Depot | $89.22 | 6400: Office Supplies | DUPLICATE? 2026-07-13 | John Smith | $500 | 6050: Contractor/Freelance | — 2026-07-13 | Unknown Card Charge | $56 | [UNCATEGORIZED] | UNKNOWN MERCHANT 2026-07-12 | Salesforce | $2,890 | 6310: Software Licenses | — FLAGGED ANOMALIES → Duplicate: Office Depot charge $89.22 appears twice (recommend manual review) → Unusual amount: $2,890 Salesforce (verified: annual license, on budget) → Unknown: $56 charge from card network (recommend contacting bank) → Potential personal: Coffee delivery $14.50 (flagged for review, not categorized) SUMMARY BY CATEGORY 6200 Cloud Services: $1,247.88 6201 Payment Processing: $342.10 6310 Software: $2,890 6050 Contractors: $500 6400 Office Supplies: $89.22 Uncategorized: $56 Personal (flagged): $14.50 OUTPUT: CSV ready for QuickBooks import; all categorization rules saved for next batch.
About this skill
name: bookkeeping-categorizer description: Use when Categorizes transactions into a chart of accounts and flags anomalies.
Bookkeeping Categorizer
Maps raw transaction descriptions to the right chart-of-accounts category, flags duplicates and unusual amounts, and produces a clean categorized ledger for review.
What you get
- A categorization ruleset and a cleaned ledger layout.
Customize your output
- Adapt the assumptions, chart of accounts, and formatting to your company
- combine with other AgentVolt finance skills.
Example output
A categorized transaction sample with flagged anomalies.
Best for
Bookkeepers, controllers, and small businesses.
SKILL.md preview
SKILL.md
---
name: bookkeeping-categorizer
description: Use this skill when categorizing raw transaction data into a chart of accounts and flagging anomalies.
version: 1.0.0
category: Finance / Operations
author: AgentVolt
license: proprietary
tags:
- finance
- operations
- flagship
---
# Bookkeeping Categorizer
Maps raw transaction descriptions to the correct chart-of-accounts category, flags duplicates and unusual amounts, and produces a clean categorized ledger ready for review.
## When to use
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