Equip AI agents with 44 financial skills to automate bookkeeping: generate P&L reports, cash flow forecasts, tax prep forms like 4562/8829, budgets, debt payoff plans; analyze runway, margins, nexus; import transactions from Stripe, PayPal, Plaid, banks.
Track charitable donations and estimate their tax deduction value.
Build avalanche or snowball debt payoff plans with payment schedules.
Calculate emergency fund target and track savings progress toward it.
Set savings goals with timelines and track monthly progress toward them.
Find insurance payments, total annual premiums, and compare to benchmarks.
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Free, open-source financial skills for AI agents. Works with Wilson CLI, Claude Code, Cursor, OpenAI Codex, Gemini CLI, GitHub Copilot, Pi, OpenCode, Kiro, Trae, Rovo Dev, Paperclip, and any agent that supports SKILL.md files.
Any agent (Claude Code, Cursor, Codex, Gemini CLI, Copilot, Pi, OpenCode, Kiro, Trae, Rovo Dev)
npx skills add openaccountant/skills
Install a single skill:
npx skills add openaccountant/skills --skill tax-prep
Pi
pi install git:github.com/openaccountant/skills
Wilson CLI (auto-discovered)
git clone https://github.com/openaccountant/skills.git ~/.openaccountant/skills
Browse available skills
npx skills add openaccountant/skills --list
See all 44 skills on skills.sh or openaccountant.ai/skills.
| Platform | Config dir | Discovery path | Fallback |
|---|---|---|---|
| Claude Code | .claude/ | .claude/skills/, ~/.claude/skills/ | — |
| Cursor | .cursor/ | .cursor/skills/ | .agents/, .claude/, .codex/ |
| OpenAI Codex | .agents/ | .agents/skills/, ~/.codex/skills/ | — |
| Gemini CLI | .gemini/ | .gemini/skills/ | .agents/ |
| GitHub Copilot | .agents/ | .github/skills/, .agents/skills/ | .claude/ |
| Pi | .pi/ | ~/.pi/agent/skills/ | .agents/ |
| OpenCode | .opencode/ | .opencode/skills/ | .agents/, .claude/ |
| Kiro | .kiro/ | .kiro/skills/ | — |
| Trae | .trae/ | .trae/skills/ | — |
| Trae (China) | .trae-cn/ | .trae-cn/skills/ | — |
| Rovo Dev | .rovodev/ | .rovodev/skills/, ~/.rovodev/skills/ | — |
| Paperclip | Via adapter | ~/.openaccountant/skills/ | — |
| Wilson CLI | — | ~/.openaccountant/skills/ | — |
| Skill | Description |
|---|---|
| subscription-audit | Find and cancel unused subscriptions |
| debt-payoff | Avalanche vs snowball debt payoff plans |
| net-worth | Track assets, liabilities, and net worth over time |
| emergency-fund | Build and monitor your emergency fund |
| financial-goals | Set and track savings goals with timelines |
| lifestyle-creep | Detect spending increases as income grows |
| zero-based-budget | Allocate every dollar of income to a purpose |
| insurance-audit | Review insurance coverage and find savings |
| charitable-giving | Track donations and estimate tax benefits |
| spending-review | Categorized spending breakdown with trends |
| Skill | Description |
|---|---|
| profit-loss | Generate P&L / income statements |
| invoice-aging | Track unpaid invoices and collection timelines |
| contractor-tracking | Monitor 1099 contractor payments |
| cash-flow-forecast | Project future cash flow from trends |
| break-even-calc | Calculate break-even revenue targets |
| client-profitability | Revenue and costs per client |
| pricing-optimizer | Analyze pricing against costs and margins |
| runway-calculator | Months of runway at current burn rate |
| revenue-concentration | Client concentration risk analysis |
| seasonal-patterns | Detect revenue and expense seasonality |
| month-end-close | Monthly bookkeeping close checklist |
| multi-entity | Manage finances across multiple businesses |
| rental-property | Track rental income, expenses, and ROI |
| stripe-import | Import Stripe payment data |
| paypal-import | Import PayPal transaction history |
| square-import | Import Square sales data |
| wise-import | Import Wise (TransferWise) transactions |
| venmo-reconciler | Reconcile Venmo business transactions |
npx claudepluginhub openaccountant/skillsStreamline finance and accounting workflows, from journal entries and reconciliation to financial statements and variance analysis. Speed up audit prep, month-end close, and keeping your books clean.
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