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accounting-sync

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Sync invoices for FreeAgent and Paperless-ngx.

Finance & Accounting#receipts#gmail#reconciliation#invoice#freeagent#paperless-ngx
Authordamacus
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

None required

Components

references

💻 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: accounting-sync
Download link: https://github.com/damacus/agent-skills/archive/main.zip#accounting-sync

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