AI Transaction Classifier

Community

Automate bank transaction accounting classification.

Authormariasebarespersona
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Bank transaction classification is manual and error-prone; this skill automates mapping movements to the correct accounting accounts.

Core Features & Use Cases

  • Automated classification of deposits and withdrawals into income and expense accounts based on a defined chart of accounts.
  • Learning from user corrections to improve accuracy over time and reduce manual reviews.
  • Use cases include daily transaction feeds, financial reconciliation, and period-end closing with consistent account mappings.

Quick Start

Provide a sample list of bank movements and ask the agent to return the corresponding chart of accounts assignments.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: AI Transaction Classifier
Download link: https://github.com/mariasebarespersona/Tum-AI/archive/main.zip#ai-transaction-classifier

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