jackson-video-resources

AI Accountant — AI skill for Claude Code

AI community

One-shot Claude Code prompt that builds a complete AI accountancy firm on your machine.

How to install AI Accountant

This entry records only its repository, not the path inside it, so there is no exact command to give. Open jackson-video-resources/ai-accountant and copy the folder into ~/.claude/skills/, or the file into ~/.claude/agents/.

What AI Accountant does

One-shot Claude Code prompt that builds a complete AI accountancy firm on your machine. UK Self Assessment, CGT Section 104, crypto imports, Telegram alerts. Free. Open source.

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README

AI Accountant — Your Personal Accountancy Firm, Built by Claude Code

One prompt. Zero accountancy fees. Full tax automation. Every country.

**You don't need to know how to code.** You paste one thing into a terminal. It builds everything. You never open a code file again.


What Is This?

This is a free, open-source system that runs entirely on your own computer. It:

  • Watches a folder — drop any receipt, invoice, or bank statement in and it reads, categorises, and files it automatically within about 20 seconds
  • JaxTax web dashboard (optional) — upload receipts and invoices from your browser, review AI extraction before it's filed, search all your transactions visually at http://localhost:7331
  • Reads your email — forward receipts from Amazon, Adobe, AWS, etc. and they're filed without you touching anything
  • Imports exchange data — drop a CSV from any exchange in the world and it calculates your crypto tax using the correct legal method for your country. Known exchanges are parsed instantly; unknown ones are auto-detected by AI in seconds
  • Calculates your taxes — income tax, corporation tax, capital gains, NI contributions, salary/dividend splits, payments on account — whatever applies to your situation
  • Finds savings you're missing — pension contributions, home office, mileage, salary/dividend optimisation, CGT allowance usage, R&D credits — specific to your structure and country
  • Texts you on Telegram — weekly summaries, deadline alerts at 90/30/7/1 days, and a confirm button when it's time to file
  • Answers your questions — open a terminal and ask "what do I owe?" or "what can I claim for my laptop?" and get a real answer based on your actual data

Everything runs locally. Your financial data never leaves your computer.


Before You Start — What You Need

You need **4 things** (plus an optional 5th if you want the web dashboard). Each one takes about 2 minutes to set up.

1. Node.js (the engine tha