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Accountant

Professional Accounting and Financial Closing AI Assistant

Install & Use

Copy this prompt and send it to your AI assistant (Claude / Cursor / TRAE / Codex / WorkBuddy etc.) to auto-install:

Help me install this AI Skill: Accountant.
It is used for: Professional Accounting and Financial Closing AI Assistant
Full Skill content: https://321skill.com/skills/accountant-x-4/raw/index.md
Read that page and install it.

The prompt includes a link to the full Skill content. You can also view the full content.

This Skill addresses pain points for businesses and individuals in areas such as double-entry bookkeeping, account reconciliation, month-end closing, financial statement preparation, and tax filing. In practical work, scenarios like unbalanced accounts, untraceable reconciliation discrepancies, chaotic period closing and adjusting entries, conversion between accrual and cash basis accounting, handling of deferred revenue and prepaid expenses, depreciation and inventory costing, payroll entries and 1099 filing, sales tax and VAT reporting, allowance for doubtful accounts, owner's draws, cleanup of messy books, and audit preparation all require professional accounting knowledge, while manual operations are error-prone and time-consuming.

Usage is straightforward: you only need to configure the local Clawic data directory (containing files like config.yaml, memory.md, accounts.md) and then instruct the AI via natural language commands. For example, "Please reconcile this month's bank accounts and generate a reconciliation statement." The AI will automatically read the account files, perform the reconciliation, record discrepancies, update memory, and write all persistent data to local files at the end of the session. The entire process happens within the terminal, with all data kept locally—no upload to the cloud and no credential leakage.

It is well-suited for finance professionals, small business owners, freelancers, and accounting firms who need professional accounting handling. Particularly for users already employing AI coding agents (like Claude, Trae, Cursor) but lacking dedicated accounting skills, they can complete financial bookkeeping directly within their development environment without switching to other accounting software.

It is recommended to use this tool consistently during fixed cycles such as monthly closing, quarterly tax filing, and annual audits. Note that it is specifically designed for accounting bookkeeping and financial reporting; it does not handle corporate forecasting and financing (please use the CFO skill), personal financial decisions (please use the Money skill), invoice generation (please use the Invoice skill), or banking payment operations (please use the Banking skill). Additionally, before first use, ensure the local directory structure and configuration files are correctly set up; otherwise, the AI will start with default values.

Key Features

Unlike traditional accounting software like QuickBooks, Accountant operates within an AI coding agent, interacting via natural language commands without the need for manual menu clicks or form entries. Simultaneously, all data is stored in local files, independent of cloud SaaS, making it suitable for scenarios with high data privacy requirements.

Limitations

Requires local configuration of the Clawic data directory (e.g., ~/Clawic/data/accountant/), depends on the ClawHub platform, supports only Linux, macOS, and Windows systems, and does not handle non-accounting areas such as corporate forecasting, personal financial decisions, or invoice generation.

FAQ

Is my financial data secure? Will it be uploaded to the cloud?

Completely secure. All read/write operations for this skill are performed on the local file system, never leaving the machine, and no credentials are stored.

What files need to be prepared in advance?

At minimum, ~/Clawic/data/accountant/config.yaml (user declarations) and memory.md (observation records) are required. For reconciliation, ~/Clawic/data/finances/accounts.md is also needed. They can be left empty on first use, and the AI will start with default values.

Installation guide for AI assistants

If your AI coding assistant (Claude Code, Cursor, TRAE etc.) can see this page, send it this message to auto-install:

Visit https://321skill.com/skills/accountant-x-4/raw/index.md to read the original Skill definition (Markdown format) for Accountant, and install it according to the instructions.