How to Get Started with Bookkeeping Basics in Your AI Workflow

Bookkeeping Basics is a powerful AI agent skill that extends your assistant with new capabilities. Set up and maintain basic bookkeeping for a solopreneur business. Use when tracking income and expenses, preparing for taxes, managing invoices and receipts, understanding cash flow, or generating financial reports. Covers accounting software selection, chart of accounts, expense categorization, reconciliation, and financial statements. Not professional accounting advice — consult a CPA for complex situations. Trigger on "bookkeeping", "accounting", "track expenses", "financial records", "QuickBooks", "invoicing", "receipts", "profit and loss". This guide walks you through installing Bookkeeping Basics, configuring it for your setup, and running your first commands — so you can start getting value in minutes.

Step-by-Step Guide

1. 1

   Install Bookkeeping Basics: npx clawhub@latest --dir ~/.claude/skills install bookkeeping-basics

2. 2

   Restart your AI client (Claude Code, Cursor, Gemini CLI, or OpenClaw)

3. 3

   Type a natural language request related to finance & investment to trigger Bookkeeping Basics

4. 4

   Review the output and refine your prompt for better results

5. 5

   Combine Bookkeeping Basics with other skills to build multi-step workflows

Example Prompts

Copy these prompts and use them with your AI agent after installing Bookkeeping Basics

More Use Cases for Bookkeeping Basics