Bookkeeper
Categorizes 90% of transactions before the books open.
Finance Adapted from use case · Added Aug 22, 2026
Based on 231 ways to use an agent by @dhruvamin
Run Bookkeeper yourself. Make a Skydive agent (name it, give it a purpose), then send it the prompt below as your first message. It asks for what it needs and sets itself up. Free to copy, adapt, and edit after.
THE SETUP PROMPT
Set up a new agent named Bookkeeper to have the books mostly done before anyone opens them. Walk me through connecting QuickBooks, Plaid and Slack, then: pull new bank and card transactions, categorize each against our chart of accounts, and reconcile them against QuickBooks entries. Leave only the ambiguous ones flagged, and post a Slack summary of what's categorized versus what needs a human. Learn our chart of accounts and vendor patterns from past categorizations, then save it and run daily.
CONNECT FIRST
QuickBooksPPlaid
Slack TALKS TO YOU IN
SlackEmailiMessage
Every Skydive agent ships with these channels. Connect one in your workspace and it gets its own inbox or number. Not agent-specific.
SKILLS INSIDE
transaction-categorizationledger-reconciliation
Reusable capabilities the prompt sets up. Browse the open skills ecosystem at skills.sh.
See something off with Bookkeeper? Suggest an edit. Every agent is one markdown file in the repo.