No card. No subscription. One short feedback email.
What you get
One full job. 7 guided parts. 6 useful outputs.
Find uncategorized, inconsistently categorized, and unsupported transactions, then prepare transparent coding suggestions and a controlled review queue.
7Guided work parts6Ready-to-use outputs3Built-in work checks1Optional file tool
What it will do
Turn the facts you have into a clear work pack.
Use when bank, card, bill, or ledger exports need consistent account and category review before close.
Guide your agent through 7 linked parts of the job
Use your business facts, rules, owners, and review steps
Keep gaps, choices, and next steps easy to see
What it will produce
A complete work pack you can check and use.
01Coding consistency report
02Uncategorized transaction queue
03Transparent coding suggestions
04Conflict and low-confidence register
05Reviewed coding handoff
06Rule improvement backlog
Guided agent skill
Scoped steps keep this one business job on rails from start to finish.
Optional file tool
Can help read and organize local finance files. It never changes your accounting system.
Review rules
The skill shows missing facts and holds work for you to check.
Setup guide
A START-HERE guide shows what is included and how to use it.
How the work runs
Bring your facts. Get a full work pack you can check.
The skill helps your agent ask for the right facts, do the work in order, and show you a result you can check.
01
Bring what you have
The skill checks your facts and tells you what is missing.
02
Follow a clear path
Your agent works through the job in the same clear order.
03
Check the work
You get a clear result and a list of things that need you.
What to have ready
Use the business facts you already have.
Bank, card, bill, or ledger transaction exports
Chart of accounts and existing categories
Approved customer coding rules and prior reviewed mappings
Period, currency, materiality, and approval rules
What gets checked
3 work checks are built in.
Every suggestion cites an approved rule or reviewed mapping.
Tax, owner, related-party, payroll, and capital-versus-expense judgments escalate.
The workflow never changes accounting records automatically.
Simple first request
“I want to find transactions that are uncategorized or coded differently from similar purchases.”
The skill will ask for the next fact or file. You do not need to know a special command.
Yes. You can make and download one beta skill per email. No card or plan is needed. We ask to send one feedback email after you try it.
What should I have ready?
Start with bank, card, bill, or ledger transaction exports, chart of accounts and existing categories, approved customer coding rules and prior reviewed mappings, period, currency, materiality, and approval rules. Use copies of your files and remove private information you do not need for the job.
Will the skill take action by itself?
The skill works from copies of your files. It shows gaps and gets work ready for you to check. It never posts entries, moves money, files taxes, or changes your books.
What is the ZIP file?
A ZIP is a way to send the agent skill in one file. Opening it does not install or run anything. An optional helper tool runs only when you choose to run it.
What if I need more than one agent skill?
The Personalized AI Skill Pack gives you up to 20 agent skills for the same business. It costs $49 one time.
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