How does the 'learning' system work?

Every time you manually correct a category, the system creates an entity-specific rule. These rules take priority over AI, meaning the system becomes more automated the more you use it.

Where is my sensitive financial data stored?

All transaction data and rules are stored locally in a SQLite database (data/heath.db) within your project environment, ensuring your financial data stays under your control.

Can I use Heath Ledger without a Stripe account?

Absolutely. While connecting Stripe allows for more accurate gross revenue tracking, the skill can estimate revenue from Mercury deposits using configurable fee rates.

Does this skill require a Mercury API key?

Yes, it requires a read-only Mercury API token to discover accounts and fetch transactions securely.

Heath Ledger AI Bookkeeping | Claude Code Skill

Heath Ledger is a specialized bookkeeping agent designed for users managing business finances through Mercury bank and Stripe. It streamlines the accounting process by fetching transactions, applying a tiered rule-based categorization system that learns from your corrections, and utilizing AI for ambiguous entries. By bridging the gap between raw banking data and professional accounting, it enables the automated generation of comprehensive Excel workbooks including P&L, Balance Sheets, and Cash Flow statements, making it an essential tool for startups and solo developers who need accurate monthly close documentation without the manual data entry overhead.

Key Features

01Support for both cash and accrual accounting bases with configurable fiscal offsets

02Automated Mercury & Stripe transaction synchronization via API

03One-click generation of professional 4-tab Excel financial workbooks

04AI-powered classification for ambiguous transactions and new vendors

05Tiered rule hierarchy that learns and compounds categorization accuracy over time

063 GitHub stars

Use Cases

01Automating monthly financial closing for startups using Mercury bank

02Generating investor-ready Profit & Loss and Balance Sheet statements from raw transaction data

03Reconciling Stripe revenue and fees with bank deposits for accurate tax reporting

Heath Ledger AI Bookkeeping

Key Features

Use Cases

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