An intelligent bookkeeping assistant designed to categorize UK business expenses and invoices against official HMRC Self Assessment boxes.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install invoice-expense-categoriser
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 invoice-expense-categoriser 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 UK Invoice & Expense Categoriser?
The UK Invoice & Expense Categoriser is a specialized tool for freelancers and small business owners navigating the UK tax system. By leveraging Openclaw Skills, this agent transforms raw transaction data, bank statements, and natural language descriptions into structured, HMRC-aligned financial reports. It ensures every cost is assigned to the correct SA103 box, helping users stay compliant while maximizing allowable deductions.
Beyond simple categorization, the skill handles complex UK tax logic such as VAT summaries, Making Tax Digital (MTD) quarterly positions, and the distinction between revenue expenses and capital allowances. It acts as a pre-accounting layer that prepares data for formal submission, significantly reducing the manual labor involved in year-end tax returns and periodic bookkeeping.
UK Invoice & Expense Categoriser Use Cases
- Freelancers needing to categorize annual expenses for a Self Assessment tax return.
- Small business owners preparing quarterly VAT-ready reports.
- Sole traders calculating mileage allowances and simplified home office expenses.
- Identifying non-deductible items like client entertaining to avoid HMRC penalties.
- Deciding between Annual Investment Allowance (AIA) or revenue treatment for equipment purchases.
How UK Invoice & Expense Categoriser Works
- The user provides transaction data via raw text, CSV uploads, or natural language descriptions of spending.
- The skill parses the input to extract dates, descriptions, and currency amounts, identifying income versus expenditure.
- Each expense is mapped to a specific HMRC SA103 box (e.g., Box 20 for Travel or Box 26 for Professional Fees) based on the nature of the transaction.
- The agent applies automated UK tax rules, such as flagging capital items over £500 or calculating mileage at 45p per mile.
- A structured output is generated, including a categorised expense table, a summary by HMRC category, and any necessary VAT or MTD breakdowns.
UK Invoice & Expense Categoriser Setup
To use this Openclaw Skills integration, ensure your environment is configured for business automation:
# Example of invoking the skill via CLI for a transaction list
openclaw invoke invoice-expense-categoriser --input "01/04 Adobe CC £54.99, 03/04 Train to London £45.00"
No complex local database is required; simply provide your transaction data to the agent to begin the categorization process.
UK Invoice & Expense Categoriser Data Schema & Taxonomy
The skill organizes financial data into a standardized taxonomy aligned with UK tax law:
| Data Point | Mapping | Description |
|---|---|---|
| Transaction ID | Index | Numerical order of parsed items |
| Date | DD/MM/YYYY | Normalized date format for tax year alignment |
| HMRC Category | SA103 Box | Specific box number (17-31) for Self Assessment |
| Allowance Type | Capital/Revenue | Categorization of assets vs. running costs |
| VAT Status | Output/Input | Separate tracking for VAT-registered entities |
It generates MTD-compatible quarterly positions and yearly summaries for easy export into accounting software.
UK Invoice & Expense Categoriser Advanced Features
- Multi-mode input support including CSV parsing and natural language processing.
- Automated mileage allowance calculator with tiered rates for cars, motorcycles, and bicycles.
- Dual-method home office calculation (Simplified Flat Rate vs. Actual Cost Method).
- Capital Allowance logic including Annual Investment Allowance (AIA) and Writing Down Allowance (WDA).
- VAT Summary generation with automatic Input/Output VAT balancing.
SKILL.md
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