accounting-assistant

What This Skill Does

The Accounting Assistant is a specialized AI-powered tool designed to streamline financial workflows for freelancers, sole proprietors, and small to medium-sized enterprises (KMU). By integrating advanced PDF parsing, automated tax calculation, and industry-standard export capabilities, this skill eliminates the tedious manual entry typically associated with bookkeeping. It processes unstructured PDF invoices into structured financial data, automatically calculates VAT (Umsatzsteuer), and generates Einnahmen-Überschuss-Rechnung (EÜR) reports. Furthermore, it supports direct DATEV-format exports, ensuring that your financial data is ready for professional tax preparation or import into accounting software like DATEV or Lexoffice.

Installation

To integrate this skill into your OpenClaw environment, execute the following command in your terminal:

clawhub install openclaw/skills/skills/akkualle/akkualle-accounting-assistant

Ensure that you have the necessary Python environment configured, as the skill utilizes native scripts to process files locally. Once installed, the accounting commands will be available globally within your agent's context.

Use Cases

• Automated Bookkeeping: Digitizing stacks of PDF invoices and categorizing them according to the SKR03 standard.
• Tax Filing Preparation: Preparing the annual EÜR to save hours of manual calculation before submitting to the Finanzamt.
• Accountant Collaboration: Exporting monthly bookings into CSV files formatted specifically for DATEV systems, making monthly handovers to tax advisors seamless.
• Expense Monitoring: Tracking company spending by analyzing receipt trends over the fiscal year.

Example Prompts

1. "Analyze the invoice 'rechnung_januar.pdf' and extract the net amount, VAT, and sender details."
2. "Generate the EÜR for the current fiscal year and summarize the total income versus expenses."
3. "Export all processed receipts from the last quarter into a DATEV-compatible CSV file named 'q1_export.csv'."

Tips & Limitations

• Accuracy: While the AI is highly accurate with structured PDFs, handwritten invoices or complex, multi-page documents may require manual verification. Always check the final exported values before submitting them to tax authorities.
• Data Privacy: As this tool processes financial data, ensure your PDF files do not contain sensitive personal credentials that should not be handled by local scripts.
• SKR03 Focus: The skill is primarily optimized for the SKR03 chart of accounts. If your business requires SKR04 or custom mapping, additional configuration may be needed.
• Regular Backups: Always export and save your processed JSON data regularly to ensure no records are lost during system updates.