Open Accountant Skills

Free, open-source financial skills for AI agents. Works with Wilson CLI, Claude Code, Cursor, OpenAI Codex, Gemini CLI, GitHub Copilot, Pi, OpenCode, Kiro, Trae, Rovo Dev, Paperclip, and any agent that supports SKILL.md files.

Install

Any agent (Claude Code, Cursor, Codex, Gemini CLI, Copilot, Pi, OpenCode, Kiro, Trae, Rovo Dev)

npx skills add openaccountant/skills

Install a single skill:

npx skills add openaccountant/skills --skill tax-prep

Pi

pi install git:github.com/openaccountant/skills

Wilson CLI (auto-discovered)

git clone https://github.com/openaccountant/skills.git ~/.openaccountant/skills

Browse available skills

npx skills add openaccountant/skills --list

See all 44 skills on skills.sh or openaccountant.ai/skills.

Platform compatibility

Platform	Config dir	Discovery path	Fallback
Claude Code	.claude/	.claude/skills/, ~/.claude/skills/	—
Cursor	.cursor/	.cursor/skills/	.agents/, .claude/, .codex/
OpenAI Codex	.agents/	.agents/skills/, ~/.codex/skills/	—
Gemini CLI	.gemini/	.gemini/skills/	.agents/
GitHub Copilot	.agents/	.github/skills/, .agents/skills/	.claude/
Pi	.pi/	~/.pi/agent/skills/	.agents/
OpenCode	.opencode/	.opencode/skills/	.agents/, .claude/
Kiro	.kiro/	.kiro/skills/	—
Trae	.trae/	.trae/skills/	—
Trae (China)	.trae-cn/	.trae-cn/skills/	—
Rovo Dev	.rovodev/	.rovodev/skills/, ~/.rovodev/skills/	—
Paperclip	Via adapter	~/.openaccountant/skills/	—
Wilson CLI	—	~/.openaccountant/skills/	—

Skills

Personal Finance

Skill	Description
subscription-audit	Find and cancel unused subscriptions
debt-payoff	Avalanche vs snowball debt payoff plans
net-worth	Track assets, liabilities, and net worth over time
emergency-fund	Build and monitor your emergency fund
financial-goals	Set and track savings goals with timelines
lifestyle-creep	Detect spending increases as income grows
zero-based-budget	Allocate every dollar of income to a purpose
insurance-audit	Review insurance coverage and find savings
charitable-giving	Track donations and estimate tax benefits
spending-review	Categorized spending breakdown with trends

Business & Freelancer

Skill	Description
profit-loss	Generate P&L / income statements
invoice-aging	Track unpaid invoices and collection timelines
contractor-tracking	Monitor 1099 contractor payments
cash-flow-forecast	Project future cash flow from trends
break-even-calc	Calculate break-even revenue targets
client-profitability	Revenue and costs per client
pricing-optimizer	Analyze pricing against costs and margins
runway-calculator	Months of runway at current burn rate
revenue-concentration	Client concentration risk analysis
seasonal-patterns	Detect revenue and expense seasonality
month-end-close	Monthly bookkeeping close checklist
multi-entity	Manage finances across multiple businesses
rental-property	Track rental income, expenses, and ROI
stripe-import	Import Stripe payment data
paypal-import	Import PayPal transaction history
square-import	Import Square sales data
wise-import	Import Wise (TransferWise) transactions
venmo-reconciler	Reconcile Venmo business transactions

Shared (Personal & Business)

Skill	Description
import-transactions	Import from CSV, OFX, or QIF files
smart-categorize	Auto-categorize transactions by pattern
smart-split	Split transactions across categories
bank-sync	Connect bank accounts for automatic import
custom-report	Build custom financial reports
monthly-digest	Monthly financial summary with highlights
year-end-summary	Annual financial review and insights
expense-optimizer	Find recurring expenses to cut or reduce
tax-prep	Organize expenses by IRS Schedule C categories
quarterly-taxes	Estimate and track quarterly tax payments
mileage-tracker	Track business mileage for tax deductions
home-office-deduction	Calculate home office tax deduction
sales-tax-nexus	Determine sales tax obligations by state
depreciation-schedule	Track asset depreciation for tax purposes
tax-penalty-calc	Estimate underpayment penalties
state-tax-estimator	Estimate state income tax liability

With Wilson vs Without

Every skill works in two modes:

• With Wilson: Uses Open Accountant tools (transaction_search, spending_summary, anomaly_detect, etc.) for direct database queries and analysis.
• Without Wilson: Provides step-by-step instructions for working with exported CSV files, spreadsheets, or manual data entry. Works in any AI agent.

Pro Skills

Want deeper analysis with chain orchestration, multi-step workflows, and premium tools? Check out Open Accountant Pro.

Contributing

See CONTRIBUTING.md for the skill format spec, quality expectations, and PR process.

License

MIT