autonomous-bookkeeper

What This Skill Does

The autonomous-bookkeeper is a powerful meta-skill designed to streamline the end-to-end process of invoice management, moving from email receipt to accounting reconciliation. By orchestrating Gmail, DeepRead OCR, Stripe, and Xero, it automates the tedious manual work of tracking payables. It identifies incoming invoices from your inbox, uses high-precision OCR to extract critical data points like total amount, vendor name, and date, verifies these against Stripe payment data, and finally pushes the transaction into your Xero accounting platform for reconciliation.

Installation

To get started, ensure you have the required CLI tools installed and credentials set. Run the following commands in your OpenClaw environment:

npx -y clawhub@latest install gmail
npx -y clawhub@latest install deepread-ocr
npx -y clawhub@latest install stripe-api
npx -y clawhub@latest install xero
npx -y clawhub@latest update --all

Before executing, ensure your environment variables MATON_API_KEY and DEEPREAD_API_KEY are properly configured.

Use Cases

1. High-Volume Vendor Management: Automatically ingest recurring AWS or SaaS invoices, reconcile them with Stripe credit card charges, and post them to Xero without manual intervention.
2. Compliance-Ready Accounting: Maintain an audit trail by linking specific email attachments to accounting entries, ensuring all documents are stored and accessible.
3. Error Reduction: Minimize human data entry errors in accounts payable by using OCR-driven field extraction.

Example Prompts

1. "Check my inbox for new invoices from AWS or Stripe, extract the details, verify them against my Stripe payments, and create a draft bill in Xero."
2. "Review the last week of emails for attachments matching the keyword 'invoice'. For every match found, extract the total and mark it as 'ready for review' in my Xero ledger."
3. "Automate my monthly bookkeeping. Find all invoices for this month, reconcile them with my bank feed in Xero, and notify me if there are any discrepancies in the total amount."

Tips & Limitations

• Configuration is Key: Always define your vendor_rules clearly. For instance, map 'Amazon Web Services' directly to your 'Hosting' expense account in Xero to ensure automated categorization works accurately.
• Policy Control: Use the auto-post-policy setting. We highly recommend starting with manual-review to verify the accuracy of OCR extraction until you are confident in the system's performance.
• Data Privacy: Ensure you are only granting access to relevant mail labels to keep your accounting agent focused and secure.
• Limitations: This is an orchestration skill, not a financial advisor. Always verify critical accounting entries before final posting.