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Invoice & Receipt Extractor
Turns invoices, bills and receipts (PDF, scans, phone photos) into one checked row each, with line items, duplicate checks and a review list.
Claude skill + n8n workflow
$29
Get itAgents / Finance & ops / Claude skill packs
Bank CSV to QuickBooks & Xero Pro
Convert a bank or credit card CSV into QuickBooks Online OFX/CSV and a Xero precoded statement, categorised by your rules and last month's coding, with pay
Pro Format: Claude skill#Finance & ops#Claude skill packs
$19one-time, launch price
ProBeing packagedComing soon. Follow Oarsman AI on Gumroad and you'll get an email when it launches. It will sell through Gumroad, with a 14-day refund.
See it work
How Bank CSV to QuickBooks & Xero Pro moves through a job, step by step. The run below is an example output, written from what this agent does. It isn't a live run on your data.
Sample input
Bank or card export (CSV, TSV or XLSX) with date, description and amount or debit/credit columns
Example output Illustration
You get: - quickbooks.ofx and quickbooks-3col.csv for QuickBooks Online upload - xero-precoded.csv (Account Code and Tax Rate) and xero-statement.csv for Xero - categorised.csv review sheet with where each category came from - bank-rules.csv to enter as bank rules; report.md with breaks, duplicates and suggestions
What you get
- Planned contents (not released yet):
- Skill folders you add to Claude
- A Python script behind each skill, so numbers are calculated, not guessed
- Sample data and the test suite, so you can check it yourself
What it does
- quickbooks.ofx and quickbooks-3col.csv for QuickBooks Online upload
- xero-precoded.csv (Account Code and Tax Rate) and xero-statement.csv for Xero
- categorised.csv review sheet with where each category came from
- bank-rules.csv to enter as bank rules; report.md with breaks, duplicates and suggestions
Tools and costs you'll need
- Claude.ai with code execution, or Claude Code
- Python 3.10+ (standard library; openpyxl only for XLSX input)
- QuickBooks Online or Xero
Third-party costs are paid to those providers, not to us.
Test report
58/58 automated checks pass on Python 3.13.5 (standard library only); 20 cases incl. invalid input, duplicates and upstream failures. Not tested: an actual upload into a live QuickBooks Online or Xero company (OFX checked with two OFX parsers, CSVs against the published columns); XLSX input in the shipped tests (CSV only); every bank's export layout.
Known limits
- Not tested yet: an actual upload into a live QuickBooks Online or Xero company (OFX checked with two OFX parsers, CSVs against the published columns); XLSX input in the shipped tests (CSV only); every bank's export layout.
- Not on sale yet: it goes on Gumroad once checkout is live. Follow to hear when.
Live demo
- No live demo yet. We'll add one when it ships.
Demos use fictional businesses and data.
Start free
Try Free Claude Skills Sampler first
Two small Claude skills, free: clean a messy CSV, and check which AI crawlers can reach your site.
What's AI here, and what isn't
This is an AI agent: it uses an AI model to read, sort, score or draft. It runs in your own accounts. Anything it would send outside your business waits for your approval unless you choose otherwise, and it never needs your passwords. Our AI disclosure.
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Get itQuestions about Bank CSV to QuickBooks & Xero Pro
What does Bank CSV to QuickBooks & Xero Pro do?
Convert a bank or credit card CSV into QuickBooks Online OFX/CSV and a Xero precoded statement, categorised by your rules and last month's coding, with pay quickbooks.ofx and quickbooks-3col.csv for QuickBooks Online upload. xero-precoded.csv (Account Code and Tax Rate) and xero-statement.csv for Xero. categorised.csv review sheet with where each category came from. bank-rules.csv to enter as bank rules; report.md with breaks, duplicates and suggestions.
What do I need to run Bank CSV to QuickBooks & Xero Pro?
You need: Claude.ai with code execution, or Claude Code; Python 3.10+ (standard library; openpyxl only for XLSX input); QuickBooks Online or Xero. Third-party costs are paid to those providers, not to us.
Is Bank CSV to QuickBooks & Xero Pro tested?
58/58 automated checks pass on Python 3.13.5 (standard library only); 20 cases incl. invalid input, duplicates and upstream failures. Not tested: an actual upload into a live QuickBooks Online or Xero company (OFX checked with two OFX parsers, CSVs against the published columns); XLSX input in the shipped tests (CSV only); every bank's export layout.
How do I get Bank CSV to QuickBooks & Xero Pro?
It isn't on sale yet. It's planned at $19 on Gumroad, with a 14-day refund. Press "Get notified" to follow us on Gumroad and hear when it launches.
Does it import into QuickBooks or Xero for me?
No. It writes the files; you upload them in QuickBooks Online (Upload from file) or Xero (Import a Statement).
Will QuickBooks get my categories?
Not from the upload file itself. Enter the rules from bank-rules.csv as bank rules in QuickBooks, and they apply as lines come in. Xero precoded lines do carry the account code and tax rate.
I have no rules yet. Where do I start?
Give it a month you already coded (description plus category or account code). It learns rules from it and suggests more in report.md.
Does it work for credit cards?
Yes. Use --account-type creditcard, and --flip if your card export shows charges as positive.
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