🎁 Get the FREE AI Skills Starter Guide — Subscribe →
BytesAgainBytesAgain
BytesAgain › Skills › Accounting Skill
🦀 ClawHub

Accounting Skill

by @dvnghiem

Process accounting documents — invoices (hóa đơn GTGT), purchase orders, and bank statements. Extract structured data from PDF (digital and scanned), JPG, an...

Versionv0.1.0
Downloads631
#clawhub
TERMINAL
clawhub install vn-accounting-skill

📖 About This Skill

name: accounting-skill description: > Process accounting documents — invoices (hóa đơn GTGT), purchase orders, and bank statements. Extract structured data from PDF (digital and scanned), JPG, and PNG files using OCR. Output Excel tracking sheets and JSON backups. Classify unknown documents and route to the correct extractor. Supports Vietnamese and international formats. Use when asked to extract, process, classify, or track invoices, POs, bank statements, or accounting documents.

Accounting Skill

Extract structured data from accounting documents (invoices, POs, bank statements) into Excel tracking sheets with JSON backups. Handles digital PDFs, scanned PDFs, and images via automatic OCR.

Prerequisites

Install system OCR dependencies before first use. See {baseDir}/references/ocr-setup.md for full guide.

# Ubuntu / Debian
sudo apt install tesseract-ocr tesseract-ocr-vie poppler-utils
Verify

uv run {baseDir}/scripts/ocr_utils.py check

Quick Start

1. Classify an unknown document

uv run {baseDir}/scripts/classify_document.py /path/to/document.pdf

Returns JSON with type (invoice / po / statement / other), confidence, and a ready-to-run extraction command.

2. Extract an invoice

uv run {baseDir}/scripts/extract_invoice.py /path/to/invoice.pdf -o invoice_tracking.xlsx

Appends to the Excel tracking sheet. Use --dry-run to preview parsed data without writing.

3. Extract a bank statement

uv run {baseDir}/scripts/extract_statement.py /path/to/statement.pdf

Creates statement_{bank}_{date}.xlsx with transactions. Use -o to specify output path.

4. Extract a purchase order

uv run {baseDir}/scripts/extract_po.py /path/to/po.pdf -o po_tracking.xlsx

Tracks delivery dates and flags overdue/urgent POs.

5. Generate empty Excel templates

uv run {baseDir}/scripts/generate_templates.py all -o ~/accounting/

Creates blank tracking sheets: invoice_tracking.xlsx, po_tracking.xlsx, statement_template.xlsx.

Common Options (all extractors)

| Flag | Description | |------|-------------| | --format excel\|json\|both | Output format (default: both) | | --dry-run | Parse and validate only, print JSON to stdout | | --json-dir DIR | Directory for JSON backup files | | -o FILE | Output Excel file path |

Workflow

Single Document

File → classify_document.py → route → extract_*.py → Excel + JSON

Batch Processing

For a folder of mixed documents, classify first, then route: 
for f in /path/to/docs/*; do
  uv run {baseDir}/scripts/classify_document.py "$f" --output-dir ~/accounting/
done

Then run the suggested extraction commands from each classification result.

OCR Strategy

All scripts share {baseDir}/scripts/ocr_utils.py which auto-selects the best extraction method:

1. Digital PDFs → pdfplumber (fast, no OCR needed) 2. Scanned PDFs → pdf2image + pytesseract at 300 DPI (fallback when pdfplumber gets <50 chars/page) 3. Images (JPG/PNG/TIFF) → pytesseract with grayscale preprocessing

Each result includes ocr_confidence and extraction_confidence percentages. Documents below 85% are automatically flagged needs_review.

Validation Rules

  • Invoices: Subtotal + VAT = Total (auto-checks math), duplicate detection by invoice number + vendor
  • Bank statements: Opening balance + credits − debits = closing balance
  • POs: Delivery date tracking with overdue/urgent alerts

    • Reference Documents

    Read these for field schemas, Vietnamese format details, and validation logic:

  • {baseDir}/references/invoice-fields.md — Vietnamese VAT invoice fields, tax rates, patterns
  • {baseDir}/references/bank-formats.md — Vietnamese bank names, transaction formats, amount patterns
  • {baseDir}/references/po-fields.md — PO fields, delivery status logic, payment terms
  • {baseDir}/references/ocr-setup.md — OCR installation, troubleshooting, confidence scoring

    • 💡 Examples

    1. Classify an unknown document

    uv run {baseDir}/scripts/classify_document.py /path/to/document.pdf

    Returns JSON with type (invoice / po / statement / other), confidence, and a ready-to-run extraction command.

    2. Extract an invoice

    uv run {baseDir}/scripts/extract_invoice.py /path/to/invoice.pdf -o invoice_tracking.xlsx

    Appends to the Excel tracking sheet. Use --dry-run to preview parsed data without writing.

    3. Extract a bank statement

    uv run {baseDir}/scripts/extract_statement.py /path/to/statement.pdf

    Creates statement_{bank}_{date}.xlsx with transactions. Use -o to specify output path.

    4. Extract a purchase order

    uv run {baseDir}/scripts/extract_po.py /path/to/po.pdf -o po_tracking.xlsx

    Tracks delivery dates and flags overdue/urgent POs.

    5. Generate empty Excel templates

    uv run {baseDir}/scripts/generate_templates.py all -o ~/accounting/

    Creates blank tracking sheets: invoice_tracking.xlsx, po_tracking.xlsx, statement_template.xlsx.

    ⚙️ Configuration

    Install system OCR dependencies before first use. See {baseDir}/references/ocr-setup.md for full guide.

    # Ubuntu / Debian
sudo apt install tesseract-ocr tesseract-ocr-vie poppler-utils
    Verify
    
uv run {baseDir}/scripts/ocr_utils.py check