heath-ledger - AI Bookkeeping for Mercury Bank
Pulls Mercury transactions, categorizes them with rules and AI, and generates Excel workbooks with financial statements.
Tags
Updated: 2026-03-23bookkeepingMercury bankfinancial statementstransaction categorizationStripe integrationExcel reports
Typical Inputs
Typical Outputs
What this skill does
- pull transactions
- categorize transactions
- generate books
- connect Mercury
- connect Stripe
- pull revenue
- set category
- add rule
- list entities
- create database
Inputs
- Mercury API key
- Stripe API key
- entity ID
- date range
- database path
Outputs
- Excel workbooks
- P&L statements
- Balance Sheet
- Cash Flow statement
- Transaction detail
Requirements
- SQLite database
- Node.js runtime
- Mercury API access
- Host agent's model for AI categorization
