AI Blocks › Track your numbers
Books reconciler and P&L narrator
Give it your ledger and payment reports. Get mismatches, duplicates and missing receipts flagged, plus a plain P&L story.
Books reconciler and P&L narrator is a free AI skill for the job "Track your numbers". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · Apache 2.0 licence · Made by Anthropic · Level: advanced · Thinking: high
Made by Anthropic. See the original on GitHub; we copied it as it is, with its licence.
What it does
Close the month with fewer surprises. The skill compares your bookkeeping ledger to your payment reports, flags mismatches, duplicates and missing receipts, and then tells the profit and loss story in plain words. It works through a checklist in order, and it stops at each step for your input before moving on. It starts by confirming the month, then pulls the ledger's profit and loss and its register, and matches them against payment processor data. It works with QuickBooks, Xero, Zoho Books and others. If a connection is missing, it asks for a CSV export and never skips a step silently.
You give it
- Your connected ledger or a CSV export
- Payment processor reports
- The month to close
- Your currency (optional)
You get
- A list of mismatches
- Flagged duplicates and missing receipts
- A plain-language P&L summary
- A step-by-step close checklist
Use it when
- You are closing the month and need books matched to payments.
- You suspect duplicate entries in your ledger.
- Receipts are missing and you need a list of which ones.
- You want your P&L explained without accounting jargon.
How to use it
- Add it to your AI once: download it and add the folder to Claude, ChatGPT or Codex as a skill.
- Ask for the job in your own words. Your AI opens the skill when it fits.
- It works best when your AI can read your accounts and files.
- Where the skill points to ../../shared/, use the shared folder inside it. We copied it in so the skill works on its own.