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transaction-processing

Official

Streamline bookkeeping with automated transaction entry.

Finance & Accounting#automation#bookkeeping#transaction processing#bank feeds#receipt capture#QBO#IRS substantiation
AuthorAeyeOps
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the complex and time-consuming process of ingesting, categorizing, and substantiating daily financial transactions, ensuring accurate and efficient bookkeeping for C-corporations.

Core Features & Use Cases

  • Bank Feed Automation: Connects to bank accounts, auto-matches transactions, and creates rules for categorization.
  • Document Capture & Matching: Integrates receipt capture (OCR) and links documents to transactions for IRS substantiation.
  • Duplicate & Error Handling: Detects and resolves duplicate transactions and manages feed disconnections.
  • Use Case: When connecting a new bank feed, this skill will guide you through setting up auto-matching rules and ensure all transactions are correctly categorized and linked to supporting receipts, preventing errors and saving significant manual effort.

Quick Start

Use the transaction-processing skill to set up a new bank rule for recurring vendor payments.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: transaction-processing
Download link: https://github.com/AeyeOps/aeo-basis-plugin-marketplace/archive/main.zip#transaction-processing

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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