Use Case
Stop doing repetitive finance & investment tasks manually. LedgerAI lets your AI agent handle them automatically through natural conversation. AI bookkeeping via LedgerAI API β invoice processing, expense categorization, financial reports, receipt scanning. Use when user needs automated bookkeeping,... This guide shows practical examples of using LedgerAI to automate common finance & investment workflows and save hours every week.
Install LedgerAI: npx clawhub@latest --dir ~/.claude/skills install ledgerai
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
LedgerAI will execute the task and return results directly in the chat
Chain multiple tasks: ask your AI to run a sequence of operations
Copy these prompts and use them with your AI agent after installing LedgerAI
Automate my finance & investment tasks using LedgerAI
What repetitive tasks can LedgerAI handle for me?
Set up a workflow that runs LedgerAI every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install ledgeraiOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install ledgeraiβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/ledgerai/π‘Extract and place the folder at the path above, then restart your agent.