Two money tools · Drop into your root system
Both directions of your money, running quietly inside your own system. One sweeps your inbox each morning and files the expense invoices you receive. The other turns each sale into a branded invoice or receipt, sent to you to review before it ever reaches a customer. You approve every send. Nothing goes out on its own, and nothing leaves your machine.
Download both toolsThey drop into any existing root system. Want just one? Each tool has its own download further down.
The money you spend, filed. The money you earn, invoiced. Both coached to your business, neither one on autopilot.
Money you spend
A daily add-on to your morning routine. It files the expense invoices that land in your inbox, into a tidy month-by-month folder, and never opens an attachment from a sender you have not approved.
Money you earn
Each sale becomes a branded invoice or receipt that looks like you, emailed to you to review. You approve every customer send. You define your own tax, and it only ever does what you tell it.
See exactly what you are downloading. Plain files, no accounts you do not already have, nothing hosted.
# accounting-sweep/ the money you spend
accounting-sweep.md # the skill: sweeps, files, on trust not keywords
vendors.yaml # your approved senders, filled once from your statement
SETUP-GUIDE.md README.md
# invoice-system/ the money you earn
invoice-system.md # the setup + run conversation
invoice-config.example.json tax_rules.py # your rules, default no tax
scripts/ # the engine, renderer, and scheduled runner
SETUP-GUIDE.md README.md
The money you spend
Add it to your morning routine. Each day it files whatever expense invoices arrived, and never opens an attachment from a sender you have not vouched for. Run it daily, weekly, or at month-end; it dedupes, so it never files the same one twice.
The vendors you actually pay, read off your own statement once, file automatically. A sender you have never paid stops the tool and waits for your yes. That is the anti-phishing line.
Not the day the email arrived. Some vendors bill a month behind, so an invoice that lands in July but is dated June files under June, where it belongs.
Some invoices only live on a portal, never in your inbox. It flags those as a short fetch-these list instead of pretending it got them. It never clicks a link.
To file a receipt, the tool has to download the PDF out of the email. The claude.ai app connector can search and read your mail, but it cannot download attachments. So the sweep runs on the self-hosted Gmail and Workspace integration, which is the one that can save the file. The setup guide points you to the one-time switch.
Or get both tools together, at the top or bottom of the page.
The money you earn
No dashboard, no button to remember to press. It watches for a sale and drafts the invoice to you. Here is the whole path, from a payment landing to a document reaching your customer.
The runner sits on your machine on a schedule and notices the new payment. It reads it with a Stripe key that can see sales but cannot move money.
Your logo, your colour, your font, and your tax rules, the ones you wrote, default none. It never invents a rate. There are two ways to turn it into a PDF, below, and you pick which when you set up.
To you, not the customer. You open it, check it reads right, and decide. Or keep it as a record and never send it at all.
From your own session, with a copy to yourself. Customer sends are always manual and always yours. Nothing reaches a customer on its own.
Light touch · the default
The invoice arrives as a web page. You open it, press Cmd+P, and save it as a PDF. Nothing extra to set up. Best when a sale here and there is all you need.
Full render · hands-off
The tool builds the polished PDF itself, with no print step to remember. It sets up a small helper once. Best when you invoice often and want it fully off your hands.
Not tax advice. This produces and sends documents. It is not tax, accounting, or legal advice, and it does not decide how you handle tax. How you invoice, what tax you charge, and how you keep your books is your responsibility and differs by country. Confirm your approach with a qualified accountant in your own country. The system only follows the rules you give it.
Needs a Stripe read-only key and a Resend sending key. The setup walks you through it.
Both tools are built the same way, because it is your money.
Setup reads what your system already holds and asks you to confirm it. Only a blank-slate newcomer gets asked cold. It fits the business you already built.
The sweep never opens a stranger's attachment without asking. The invoicer never sends to a customer without your yes. You hold every outward moment.
Your vendors, your tax, your naming, your cadence. The tools carry out your decisions. They do not make them for you, and they will not guess.
Keys live in your own .env, never in a chat. Customer and vendor details never touch a hosted page. Everything renders and files locally.
They add to your system. They do not replace anything. Download, drop in, and each one interviews you once.
The sweep needs the self-hosted Gmail integration running. The invoicer needs a Stripe read-only key and a Resend sending key, each pasted into your own .env, never into a chat.
They read your system, then ask only for the gaps: your vendors from your statement, your brand and tax, your delivery details. They save your answers and never ask again.
"Do my accounting" each morning to file what came in. New sales get drafted to your inbox on their own schedule. You review, you approve, your books stay clean.
# the sweep, added to your morning routine, one line in your root CLAUDE.md
- Accounting sweep: when I say "do my accounting,"
read finance/accounting-sweep.md and run it.
Set each one up once, then the receipts file themselves every morning and every sale drafts itself into a branded invoice, waiting for your yes.
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