Skills

What Are Skills?

Skills are multi-step workflows defined in SKILL.md files. Each skill gives Open Accountant domain-specific instructions for a particular financial task — tax preparation, subscription auditing, cash flow forecasting, and more.

When you invoke a skill, Open Accountant follows the instructions step-by-step, using its tools (transaction search, categorization, spending summary, anomaly detection, export) to produce a comprehensive result.

Installing Skills

Open Accountant has 44 open-source financial skills available from the skills repository.

With any AI agent

# Install all skills
npx skills add openaccountant/skills

# Install a single skill
npx skills add openaccountant/skills --skill tax-prep

# Browse available skills
npx skills add openaccountant/skills --list

With Wilson CLI

# Install all skills
wilson skills install openaccountant/skills

# Install a single skill
wilson skills install openaccountant/skills --skill tax-prep

Manual install (git clone)

git clone https://github.com/openaccountant/skills.git ~/.openaccountant/skills

Skills are placed in ~/.openaccountant/skills/ and automatically discovered by Wilson on startup.

Running a Skill

Interactive Mode

/skill tax-prep

Or ask naturally:

Help me prepare my taxes

Open Accountant automatically detects when a skill is relevant based on your query and the skill’s trigger description.

Headless Mode

wilson --run "Run the tax prep skill"

Built-in Skills (Free)

Skill	Description
`import-transactions`	Guided transaction import from CSV, OFX, or QIF files
`smart-categorize`	AI-powered batch categorization of uncategorized transactions
`spending-review`	Comprehensive spending analysis with anomaly detection
`subscription-audit`	Find forgotten subscriptions and recurring charges
`year-end-summary`	Full year financial review with trends and insights

Paid Skills

Skill	Description	Price
Tax Prep	Schedule C categorization and deduction tracking	$29/yr
Quarterly Taxes	Estimated tax payment calculation for self-employed	$25/yr
Rental Property	Schedule E tracking for landlords	$29/yr
Contractor Tracking	1099-NEC payment tracking and filing prep	$25/yr
Cash Flow Forecast	3-6 month income and expense projections	$25/yr
Profit & Loss	Income statement generation for any period	$25/yr

Skill Discovery

Open Accountant discovers skills from three directories, in order:

Location	Purpose	Priority
`src/skills/`	Built-in skills shipped with Open Accountant	Lowest
`~/.openaccountant/skills/`	User-wide custom skills	Medium
`.openaccountant/skills/`	Project-specific skills	Highest

Later discoveries override earlier ones with the same name. This lets you customize or replace built-in skills.

Tiers

Free — Available to everyone, no license key required
Paid — Requires a valid license key from the Open Accountant marketplace