Skills
A skill is a set of instructions Claude reads before working: which Caribooks tools to call, in what order, how to check the numbers and how to present the result. Upload it once; from then on you ask for the report in one sentence.
Install a skill
- 1Download the zip file below.
- 2In Claude: Settings → Capabilities → Skills, then upload the zip. In Claude Code: unzip the folder into ~/.claude/skills/.
- 3In a conversation where the Caribooks connector is on, ask for the report. Claude picks the skill from the request.
A skill uses the other connectors you already have in Claude, based on what it finds in the conversation: Gmail or Microsoft 365 for mail, Google Drive, OneDrive or SharePoint for files. Add them in Claude under Settings → Connectors; the skill picks them up on its own and stops suggesting them.
management-report
Management report
The monthly or quarterly report a controller prepares for management, computed from your QuickBooks books: some fifty KPIs, profitability and breakeven, cash flow, growth, financial statements with comparatives, and an HTML report that prints to PDF.
What it produces
- →KPI summary: margins, liquidity, receivable and payable days, gearing, returns, each against the prior period and the same period last year
- →Profitability: breakeven point, margin of safety, top revenue and cost accounts
- →Cash flow: operating, free and net cash flow, reconciled to the change in cash
- →Profit and loss and balance sheet with variances and common-size analysis
- →Breakdown by class or department, receivables and payables aging
- →Every figure is checked against QuickBooks' own totals before it is shown
How to ask
- « Management report for the second quarter »
- « How is the business doing this month? »
- « Prepare July's report for the board »
Also works with
- →Nothing else: the whole report comes from QuickBooks.
Claude first shows how it classified each account (fixed or variable cost, debt, interest, depreciation). Fix that list before reading the numbers: it is what makes the report.
Download (zip)Source included · Updated August 26, 2026
Works with a company connected to Caribooks, read-only access is enough. Nothing leaves your conversation.
month-end-close
Month-end close
The month-end review a bookkeeper does before closing the period, run on your QuickBooks books: uncategorized transactions, expenses without a receipt, unapplied payments and credits, aging undeposited funds, receivables and payables aging, recurring templates that did not fire, duplicate bills, and every profit and loss line that moved past a threshold.
What it produces
- →A close checklist, each item done, to do or not applicable, with the transactions behind it
- →Likely duplicate bills: same vendor, same amount, within seven days
- →The catch-all accounts to empty: uncategorized, ask my accountant, opening balance equity
- →This month's profit and loss against last month, line by line, past the threshold you set
- →Entries changed after month end, and bank and card lines still unreconciled
- →A numbered list of questions for the owner, ready to send
How to ask
- « Month-end close for August »
- « What is blocking the July close? »
- « Prepare the month-end questions for the client »
Also works with
- →Gmail or Microsoft 365 (Outlook): finds the receipt behind an undocumented expense
- →Google Drive, OneDrive or SharePoint: bank statements for the pre-reconciliation check
The assistant pulls, compares and flags. Bank reconciliation stays a QuickBooks screen, and materiality, cut-off and accruals stay your call.
Download (zip)Source included · Updated September 3, 2026
Works with a company connected to Caribooks, read-only access is enough. Nothing leaves your conversation.
ap-run
Accounts payable run
A week's accounts payable run on your QuickBooks books: what falls due against cash on hand, duplicate or suspicious bills, vendors whose amounts jump, bills with no document attached, then a payment batch proposed for approval and, with full access, a bill entered from its PDF.
What it produces
- →Bills due in the next 14 and 30 days, by date, against each bank account's balance
- →Likely duplicates and unusual bills: round amounts, new vendors, weekend dates, jumps against history
- →Open bills with no document attached, to chase with the vendor
- →A proposed payment batch, approved line by line before anything is recorded
- →With full access: the bill created from the vendor's PDF, lines and tax, the PDF attached
How to ask
- « This week's payables run »
- « What do we owe by the 15th? »
- « Enter this vendor bill from the PDF »
Also works with
- →Gmail or Microsoft 365 (Outlook): finds the vendor's invoice behind a bill with no document
- →Google Drive, OneDrive or SharePoint: the PDF to enter a vendor bill from
Nothing is paid or recorded without your approval on each line. On a read-only connection the run stops at the proposed batch.
Download (zip)Source included · Updated September 3, 2026
Works with a company connected to Caribooks, read-only access is enough. Nothing leaves your conversation.
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