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accounting-sync

Reconcile FreeAgent bank transactions with Gmail invoices and archive receipts in Paperless-ngx.

2|Updated Feb 5, 2026
Search Tags:#receipts#gmail#reconciliation#invoice#freeagent#paperless-ngx
One-click install
npx skills add https://github.com/damacus/agent-skills --skill accounting-sync
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: accounting-sync
Source: https://github.com/damacus/agent-skills/tree/main/skills/accounting-sync
Command: npx skills add https://github.com/damacus/agent-skills --skill accounting-sync

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Manually reconciling FreeAgent bank transactions with matching Gmail invoices and ensuring receipts are archived in Paperless-ngx is time-consuming and error-prone.

Core Features & Use Cases

  • Identify recent FreeAgent bank transactions (past 7 days) and locate corresponding Gmail invoices via vendor-specific queries.
  • Download PDF invoices from Gmail, upload them to Paperless-ngx with appropriate tags, and attach receipts back to the original FreeAgent transaction.
  • Support weekly accounting reconciliations and audit-ready archival workflows with vendor-based filtering.

Quick Start

Connect FreeAgent, Gmail, and Paperless-ngx, then run accounting-sync to begin automatic reconciliation.

Frequently Asked Questions about accounting-sync

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate FreeAgent reconciliation with Gmail invoices?▼

Automating FreeAgent reconciliation involves matching recent bank transactions with Gmail invoices, downloading the PDFs, and archiving them in Paperless-ngx. This Skill identifies transactions from the past 7 days and uses vendor-specific queries to locate and link corresponding receipts.

Can I archive Gmail receipts in Paperless-ngx and link them to FreeAgent?▼

Yes, you can archive Gmail receipts in Paperless-ngx and link them to FreeAgent. The workflow downloads PDF invoices from Gmail, uploads them to Paperless-ngx with appropriate tags, and attaches the receipts back to the original FreeAgent transaction.

Do I need a vendors configuration file to match invoices with FreeAgent transactions?▼

Yes, a vendors.json configuration file in the references is required to match invoices with FreeAgent transactions. This file drives the vendor-specific queries used to locate corresponding invoices within Gmail for accurate bank reconciliation.

What's the best way to maintain weekly accounting reconciliation across cloud services?▼

The best way to maintain weekly accounting reconciliation is to run an automated sync that identifies recent FreeAgent bank transactions and matches them with Gmail invoices. This ensures audit-ready archival in Paperless-ngx with vendor-based filtering.

Does this reconciliation workflow require access to FreeAgent, Gmail, and Paperless-ngx?▼

Yes, this reconciliation workflow requires access to FreeAgent, Gmail, and Paperless-ngx. You must connect all three services to enable automatic bank transaction matching, invoice downloading, and receipt archival across the platforms.

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