An AI-powered automated bookkeeping and tax filing agent designed for accounting firms to streamline OCR receipt processing, voucher creation, and financial reporting.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install agent-accounting
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 agent-accounting 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 Agent Accounting?
Agent Accounting is a state-of-the-art, AI-driven automation skill engineered specifically for accounting and bookkeeping firms. By leveraging advanced OCR capabilities and intelligent rule engines, it automates the entire accounting lifecycle—from raw receipt collection and categorization to standardized voucher generation, financial statement compilation, and risk-checked tax filing. This automation boosts processing efficiency up to 50x compared to traditional manual entry.
As part of the ecosystem of Openclaw Skills, this agent bridges the gap between raw financial documents and compliance-ready tax submissions. It supports both local, offline OCR processing and enhanced cloud-based Baidu OCR API engines to extract data from 13 different types of receipts and invoices. Its integrated double-entry bookkeeping engine automatically maps transactions to a built-in chart of 50+ accounting subjects, ensuring debit-credit trial balance before generating reports.
Agent Accounting Use Cases
- Automated Receipt Ingestion: Instantly parse and categorize up to 13 receipt types (e.g., VAT invoices, e-invoices, bank slips, contracts) using local or cloud OCR.
- Intelligent Double-Entry Bookkeeping: Automatically match transactions to standard accounting subjects, generate balanced journal vouchers, and verify trial balances.
- Financial Statement Generation: Compile the three primary financial statements—Trial Balance, Balance Sheet, and Income (Profit & Loss) Statement—with a single command.
- Tax Filing & Risk Prevention: Pre-calculate VAT, quarterly corporate income tax, and stamp duty, then validate filings against 10 risk indicators aligned with Golden Tax Phase IV guidelines before submitting XML payloads.
- Interpreting User Requests: Translate human instructions like "help me record an expense" or "file tax for this month" into direct automated accounting workflows.
How Agent Accounting Works
- Receipt OCR Processing: The agent receives invoice images or files and processes them via local OCR or Baidu OCR API to extract metadata (date, amount, vendor, tax rate).
- Journal Voucher Generation: The extracted metadata is sent to the intelligent bookkeeping engine, which matches the transaction against a 50+ chart of accounts to create standard double-entry debit/credit vouchers.
- Ledger & Report Compilation: Balanced vouchers are posted, and the system automatically generates Trial Balances, Balance Sheets, and Profit & Loss statements.
- Compliance & Risk Pre-check: The tax module calculates the tax liabilities and executes a 10-point Golden Tax Phase IV compliance audit (detecting zero-filing anomalies, duplicate invoices, and abnormal tax burdens).
- Tax Submission & Dashboard Generation: Upon successful risk clearance, the agent generates standardized XML payloads for third-party tax API providers (such as Baiwang Cloud or Aisino) and compiles an interactive HTML dashboard with visual KPI cards, pie charts, and expense breakdowns.
Agent Accounting Setup
Configure environment variables and run the agent script directly. Make sure you are using Python 3.10 or higher.
Prerequisites
Install required packages if necessary:
pip install requests pillow openpyxl
Environment Configuration
To enable cloud OCR and tax filing API endpoints, export the following environment variables:
export BAIDU_OCR_API_KEY="your_baidu_ocr_api_key"
export BAIDU_OCR_SECRET_KEY="your_baidu_ocr_secret_key"
export TAX_API_KEY="your_tax_api_key"
export TAX_API_BASE_URL="https://api.your-provider.com/v1"
Execution Commands
Execute accounting workflows using the CLI entrypoint:
# Run the complete flow (OCR -> Bookkeeping -> Report -> Filing -> Dashboard)
python main.py full
# Run ticket OCR recognition only
python main.py ocr
# View generated accounting vouchers
python main.py vouchers
# Generate three primary financial statements
python main.py reports
# Run tax calculations and Golden Tax risk audits
python main.py tax
python main.py risk
# Generate XML and initiate Golden Tax Phase IV filing
python main.py filing
Agent Accounting Data Schema & Taxonomy
The agent organizes financial models, vouchers, reports, and visualization layers cleanly in its workspace.
Directory and File Layout
| Path | Description |
|---|---|
core/models.py |
Defines relational schemas for invoices, ledger transactions, journal vouchers, and tax items |
core/ocr.py |
Handles local processing for 13 invoice/receipt classes |
core/engine.py |
Intelligent bookkeeping engine containing 50+ standard chart of accounts (COA) mapping rules |
core/reports.py |
Compilation ledger mapping code for generating Balance Sheets and Income Statements |
core/tax.py |
Tax rules and 10 Golden Tax Phase IV risk warning algorithms |
core/golden_tax.py |
Interface for third-party tax API integrations (Aisino, Baiwang Cloud, etc.) |
web/dashboard.py |
HTML visualization engine that compiles data into interactive Chart.js reports |
demo_data/dashboard.html |
The compiled front-end interactive dashboard displaying financial health KPIs |
Captured Invoice Fields Structure
All processed vouchers extract the following core taxonomy:
- Invoice Metadata: UUID, invoice type, issuing date, invoice number, code.
- Transaction Breakdown: Buyer name, seller name, line items, net amount, tax rate, tax amount, total amount.
- Accounting Ledger Mapping: Debit Account Code, Credit Account Code, Entry Status (Balanced/Unbalanced).
Agent Accounting Advanced Features
- Dual OCR Engine with Auto-Fallback: Uses high-speed local OCR for standard files and auto-escalates to cloud-based Baidu OCR API for complex, low-quality receipt formats.
- Golden Tax Phase IV Pre-audit Engine: Performs real-time auditing across 10 distinct compliance risk indicators (e.g., zero tax filing anomalies, expired tax invoice detection, invoice duplication checks) before generating XML payloads.
- Interactive HTML Visualization: Generates complete, client-ready interactive reporting dashboards containing KPI metric cards, expense distribution charts, visual pie charts, and submission status timelines.
- Automated Tax API Integration: Directly packages tax reports and interacts programmatically with commercial tax service provider gateways (Baiwang, Aisino, Qixiang) to handle electronic filings.
- Multi-Agent Conversational Triggers: Perfectly structured for LLM function calling, mapping complex conversational intents like "calculate my tax liabilities" or "register this receipt" to executable Python commands.
SKILL.md
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