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extract
Extract bank statements to proved transaction lines.
Installer avec Codex ou Claude Copiez ce prompt, collez-le dans Codex, Claude ou un autre assistant, puis laissez-le vérifier la page du skill et l'installer pour vous.
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Extract bank statements to proved transaction lines.
Installer avec Codex ou Claude Copiez ce prompt, collez-le dans Codex, Claude ou un autre assistant, puis laissez-le vérifier la page du skill et l'installer pour vous.
Basé sur la classification professionnelle SOC
Default for throw-work: dump a folder, "do the accounting", "sort my books", year end, prepare financial statements / MPERS pack without naming a stage. One intake then books; resumes from engagement_state.json. Depth-scoped done.
Human pack (HTML board) plus statements when depth needs them. Use when presenting books, opening the pack, or drafting FS/notes from adjusted TB.
Prove the job for this engagement depth (books scorecard or full QC).
Optional router if lost — which slash to use. Prefer saying do the accounting.
Scaffold clients/<slug> folder layout. Use when new client folder or workspace layout. Also the shelf step: organize scattered docs by entity and period before extract (see shared/shelf-first.md).
Firm profile cold-start (not a client dump). Use when set up the firm or first install.
| name | extract |
| description | Extract bank statements to proved transaction lines. |
| disable-model-invocation | true |
Short name for bank / source extraction.
extract-bank-statementbookkeeping-accounting/skills/extract-bank-statement/SKILL.md).workpapers/transactions.json (+ xlsx if requested) and update source register.Done when: extract skill Done when is met.
See shared/slash-surface.md.