Setup & Installation
Or with the ClawHub CLI, for registry-managed skill folders outside a full OpenClaw workspace:
What This Skill Does
AI bookkeeping agent for Mercury bank accounts. Pulls transactions, categorizes them using vendor rules and AI, and generates Excel workbooks with P&L, Balance Sheet, Cash Flow, and transaction detail. Supports optional Stripe integration for exact gross revenue and fee tracking.
The rule system compounds across runs, so repeat vendors get categorized automatically without AI calls after initial setup, reaching ~95% auto-categorization after a few thousand transactions.
When to use it
- Generating monthly P&L for a startup using Mercury
- Auto-categorizing hundreds of bank transactions by vendor
- Producing quarterly financial statements for tax preparation
- Reconciling Stripe revenue and fees against Mercury deposits
- Reviewing and correcting ambiguous transaction categories before closing books
Example Workflow
Here's how your AI assistant might use this skill in practice.
User asks: Generate March 2025 books for my Mercury account
- 1Connects to Mercury API and discovers accounts using the stored token
- 2Pulls all posted transactions for March 2025
- 3Applies seed and learned categorization rules to known vendors
- 4Sends unmatched transactions to AI for categorization, flags low-confidence items for user review
- 5Generates a four-tab Excel workbook with P&L, Balance Sheet, Cash Flow, and transaction detail
Excel workbook covering March 2025 with complete financial statements and itemized transactions
Requirements
Accounts, API keys, or tools you or your AI assistant may need to set up while using this skill.