An intelligent AI agent skill that automates financial bookkeeping by extracting transaction data from text, voice, and documents.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install accountingforcaijin
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install accountingforcaijin using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Smart Accounting Assistant?
The Smart Accounting Assistant is a specialized tool within the Openclaw Skills ecosystem designed to bridge the gap between natural language and structured financial data. It allows users to manage ledgers, track expenses, and monitor income through simple conversational interfaces. By leveraging advanced detection logic, the skill identifies key financial components such as amounts, transaction types, and categories, ensuring that every entry is accurate and properly classified within your accounting system.
This skill is particularly powerful because it doesn't just record data; it understands context. Whether you are typing a quick note about lunch or uploading a complex corporate invoice, the assistant uses its logical workflow to align the input with your existing accounts, companies, and handlers. It simplifies the often tedious process of bookkeeping, making financial management accessible directly through your AI agent.
Smart Accounting Assistant Use Cases
- Quick logging of daily personal or business expenses via text or voice commands.
- Automated processing of digital invoices and receipts using OCR integration.
- Batch recording of reimbursement data from uploaded PDF or Excel files.
- Tracking and managing accounts receivable (AR) and accounts payable (AP) with due dates.
- Querying historical transaction flows and ledger balances using natural language.
How Smart Accounting Assistant Works
- The skill monitors user input for accounting-related keywords like payment, income, or invoice.
- If the input is multi-media (image, audio, or document), it triggers secondary Openclaw Skills like OCR or STT to extract text content.
- The agent validates the data to ensure an amount greater than zero and a clear transaction type (income, expense, etc.) are present.
- It fetches metadata from the accounting API to match extracted names with existing ledgers, categories, and companies.
- The skill aligns the extracted entities with the system schema and automatically executes a CLI command to record the transaction.
- For complex types like AR or AP, the system enforces the collection of due dates and associated enterprise data.
Smart Accounting Assistant Setup
To get started with this component of Openclaw Skills, ensure you have Python installed and your API token configured.
# Set your accounting API token
export ACCOUNTING_API_TOKEN="your_token_here"
# The core accounting script is located at:
# {baseDir}/scripts/accounting.py
Smart Accounting Assistant Data Schema & Taxonomy
The skill organizes financial data into a structured format for API consumption. Key fields include:
| Field | Type | Required | Description |
|---|---|---|---|
| ledgerName | String | Yes | The destination ledger for the transaction. |
| amount | Number | Yes | Positive numeric value of the transaction. |
| transactionType | String | Yes | Must be income, expense, AR, or AP. |
| categoryName | String | No | Classification based on system categories. |
| transactionDate | String | No | Defaults to the current date (yyyy-MM-dd). |
| dueDate | String | Conditional | Required only for AR/AP transaction types. |
Smart Accounting Assistant Advanced Features
- Intelligent entity alignment that matches misspelled or partial names to existing ledger metadata.
- Multi-modal support enabling seamless transitions between text, voice, and document-based accounting.
- Automated invoice detection that flags transactions requiring digital receipts.
- Support for complex financial attributes including transaction fees and handler tracking.
- High-performance query capabilities for generating filtered financial reports on the fly.
SKILL.md
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