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Bookkeeping, Accounting, and Auditing Clerks Skills | Skills Pool

OccupationsBookkeeping, Accounting, and Auditing Clerks

Occupations

Bookkeeping, Accounting, and Auditing Clerks

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553 skills

Spreadsheet Processor

Process and manipulate spreadsheet documents. Creates, edits, analyzes, and transforms Excel files with formula and formatting support.

Requirements for Outputs

Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new spreadsheets with formulas and formatting, (2) Reading or analyzing data, (3) Modify existing spreadsheets while preserving formulas, (4) Data analysis and visualization in spreadsheets, or (5) Recalculating formulas

Xlsx

Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new spreadsheets with formulas and formatting, (2) Reading or analyzing data, (3) Modify existing spreadsheets while preserving formulas, (4) Data analysis and visualization in spreadsheets, or (5) Recalculating formulas

Expensify

Expense management and receipt scanning.

Microsoft Excel

Enables Claude to create, edit, and analyze spreadsheets in Microsoft Excel Online via Playwright MCP

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Paypal

Check balance, view transactions, monitor activity, and review invoices on PayPal

Finance & Investment

Xlsx

Create, edit, and analyze Excel spreadsheets. Use for data, financial models, and spreadsheet automation.

Project Management

Audit

Use when user wants to audit long-term memory for stale, incorrect, outdated, or duplicate entries, or correct memory entries based on new information

nikhilsitaram12

Sheets

Handle spreadsheets and tabular files safely; use text reads only for text tables and avoid treating Excel or Parquet binaries as UTF-8 files.

Expense Processing

Process expense reports with policy validation and approval checkpoints

Finance & Investment

1. Environment Questions

This skill handles all SAP CO (Controlling) topics: cost center accounting, profit center accounting, internal orders, product costing, profitability analysis (CO-PA), assessment and distribution cycles, actual vs plan postings, settlement, and CO period-end closing. Use when user mentions CO, cost center, profit center, internal order, KSU5, KSV5, KO88, CK11N, CO-PA, COPA, assessment, distribution, settlement, variance, controlling area, allocation cycle, activity type, KSB1, KSB5, cost element, plan vs actual, product cost collector.

Audit

Cross-reference audit for stale counts, broken links, and doc drift across all files

Multi Year Tax Filing Verification Workflow

Verify and reconcile complex multi-form tax filings by cross-referencing source documents, identifying data dependencies, and validating line-by-line against authoritative records.

Tax Return Data Capture And Archival

Capture structured tax return summaries as YAML for year-over-year comparison, with fallback to manual PDF download and relocation when automation fails

System Administration

Freetaxusa Efiling Workflow

Navigate FreeTaxUSA e-filing process through final steps, handling session timeouts and identifying required manual signature steps

Project Management

Multi File Tax Prep Orchestration

Structured approach to complex multi-file tax return preparation with traceability and planning

Tax Form Currency Field Handling

Handle currency field rounding and formatting quirks when entering precise decimal values into tax software forms

MiniMax XLSX Skill

Open, create, read, analyze, edit, or validate Excel/spreadsheet files (.xlsx, .xlsm, .csv, .tsv). Use when the user asks to create, build, modify, analyze, read, validate, or format any Excel spreadsheet, financial model, pivot table, or tabular data file. Covers: creating new xlsx from scratch, reading and analyzing existing files, editing existing xlsx with zero format loss, formula recalculation and validation, and applying professional financial formatting standards. Triggers on 'spreadsheet', 'Excel', '.xlsx', '.csv', 'pivot table', 'financial model', 'formula', or any request to produce tabular data in Excel format.

Freetaxusa Tax Form Navigation Credits

Pattern for navigating FreeTaxUSA's tax form flow, validating auto-calculated credits, and handling form-specific exemptions

Project Management

Mileage Tracker

Track business mileage and calculate IRS standard mileage deduction.

openaccountant7

Project Management

Recipe Create Expense Tracker

Set up a Google Sheets spreadsheet for tracking expenses with headers and initial entries.

niclasmartinsson-sys7

Excel Analyzer

Excel deep analysis - formula audit, data validation, pivot summaries

chainlesschain6

Sales & Marketing

Purpose

When the user requests to add transaction records from specific time periods (like 'last week', 'week before last', 'this month', etc.) to an accounting system or spreadsheet. This skill retrieves transaction data from memory or knowledge graph, analyzes date ranges relative to a reference date, checks existing account book files (Excel/CSV), filters transactions based on temporal criteria, and appends the filtered records to the appropriate file while excluding transactions from specified time periods. It handles purchase/sales transactions, date calculations, and maintains data integrity in financial ledgers.

Sales & Marketing

Overview

When the user needs to validate employee expense claims against company policies and supporting documentation. This skill extracts and analyzes expense claim PDFs and corresponding invoices, verifies that all claimed items have matching receipts with correct amounts, and checks compliance with destination-specific expense caps based on employee levels. Triggers include expense claim processing, reimbursement validation, policy compliance checking, invoice verification, or when dealing with travel expense files in PDF/tar.gz formats.

haberlah-dotfiles-claude-skills-xlsx-skill-md

Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .csv, or .tsv file (e.g., adding columns, computing formulas, formatting, charting, cleaning messy data); create a new spreadsheet from scratch or from other data sources; or convert between tabular file formats. Trigger especially when the user references a spreadsheet file by name or path — even casually (like "the xlsx in my downloads") — and wants something done to it or produced from it. Also trigger for cleaning or restructuring messy tabular data files (malformed rows, misplaced headers, junk data) into proper spreadsheets. The deliverable must be a spreadsheet file. Do NOT trigger when the primary deliverable is a Word document, HTML report, standalone Python script, database pipeline, or Google Sheets API integration, even if tabular data is involved.

Sales & Marketing

Fastbill

Fastbill Buchhaltung & Rechnungen - Kunden verwalten, Rechnungen erstellen/versenden, Produkte/Artikel pflegen, Einnahmen erfassen. Nutze für "Rechnung erstellen", "Kunden anlegen", "Rechnung versenden", "offene Rechnungen", "Umsätze".

Invoice Organization

Organize and manage invoices with OCR extraction, categorization, and expense tracking

Expense Report

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Bir Tax Filing

Automate Philippine BIR (Bureau of Internal Revenue) tax form generation and filing. Handles 1601-C (withholding tax), 2550Q (quarterly VAT), 1702-RT/EX (annual income tax), and ATP (Authorization to Print) validation. Ensures 100% compliance with BIR regulations.

Spreadsheet

Use when tasks involve creating, editing, analyzing, or formatting spreadsheets (`.xlsx`, `.csv`, `.tsv`) with formula-aware workflows, cached recalculation, and visual review.