smart-categorize

Categorizes uncategorized transactions using AI, aligned with Plaid's Personal Finance Category (PFC) taxonomy. Processes in batches, allows user review, and learns from corrections. Trigger when user says "categorize", "classify transactions", "what are my uncategorized", or after import when uncategorized transactions exist.

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Repository: openaccountant/wilson
Last source activity: March 1, 2026 at 19:14
Detected SKILL.md language: English
Stars: 36
Forks: 4

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SKILL.md

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multi-entity

Tracks finances across multiple business entities with AI-powered classification and per-entity reporting. Trigger when user asks about multi-entity, multiple businesses, separating personal and business expenses, or consolidated financials.

2026-03-15

1099-preflight

Pre-flight check for 1099 filing requirements. Identifies contractors paid over $600 and validates information completeness. Trigger when user asks about 1099s, contractor payments, or year-end filing prep.

2026-03-02

accountant-export

Generates a comprehensive export package for your accountant: P\&L, categorized transactions, tax summaries, and notes. Trigger when user asks about sending data to their accountant or accountant package.

2026-03-02

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name	smart-categorize
description	Categorizes uncategorized transactions using AI, aligned with Plaid's Personal Finance Category (PFC) taxonomy. Processes in batches, allows user review, and learns from corrections. Trigger when user says "categorize", "classify transactions", "what are my uncategorized", or after import when uncategorized transactions exist.