How does the AI categorization improve over time?

The system uses a rule hierarchy. Every manual correction creates or updates a rule, which the system prioritizes over AI in future runs, leading to near-total automation.

Can I use it for accrual or cash basis accounting?

Yes, the skill supports both accrual and cash accounting methods, which can be configured individually for each entity.

What kind of reports does this skill generate?

It generates a comprehensive 4-tab Excel workbook including a Profit & Loss statement, Balance Sheet, Cash Flow statement, and a detailed transaction ledger.

Does Heath Ledger require a Mercury account?

Yes, this skill is specifically designed to pull transaction data from Mercury bank accounts using a read-only API token.

Heath Ledger AI Bookkeeping

Name: Heath Ledger AI Bookkeeping
Author: openclaw

byopenclaw

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3,390

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生産性とワークフロー

Automates bookkeeping for Mercury accounts by syncing transactions, categorizing via AI, and generating full financial statements.

Heath Ledger is a specialized AI bookkeeping agent designed to streamline financial management for businesses using Mercury and Stripe. It automatically syncs bank transactions, applies a layered rule system combined with AI to categorize expenses, and produces professional Excel workbooks containing P&L, Balance Sheets, and Cash Flow statements. It is particularly useful for founders and developers who want to maintain investor-ready books with minimal manual effort, offering features like Stripe gross-up calculations and a compounding learning system that increases categorization accuracy the more you use it.

主な機能

01Layered categorization using entity-specific rules, global rules, and AI

02One-click generation of P&L, Balance Sheet, and Cash Flow statements

033,390 GitHub stars

04Automated Mercury & Stripe transaction syncing via API

05Compounding learning system that saves manual corrections as permanent rules

06Stripe revenue gross-up and fee tracking for accurate financial reporting

ユースケース

01Categorizing high-volume bank transactions with AI-assisted accuracy

02Performing monthly or quarterly financial closes for startups

03Generating investor-ready financial reports directly from raw bank data

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add openclaw/skills wrannaman

For use in Claude.ai and ChatGPT