Accounting Agent
Wire up your payment processors and accounting systems, stand up a live financials dashboard, and let the agent reconcile transactions and close the books every month. Set up end to end — a database, a web-deployed dashboard, and a governed agent — from the onboarding skill.
The agent prompt
Copy this into Cursor, Claude Code, or any Naïve-connected agent. It describes exactly what to build and which primitives to wire together.
Read https://usenaive.ai/accounting-agent/skill.md and follow it to set up my accounting agent in this project.
What it builds
Connect your books
OAuth into Stripe, QuickBooks, Xero, and bank feeds via connections + vault.
Financials dashboard
A web-deployed dashboard over a Postgres ledger — revenue, burn, runway, AR/AP.
Monthly close
Reconcile every account, categorize transactions, flag anomalies, and close the books.
Automated reporting
P&L, balance sheet, and cash-flow reports delivered by email on a schedule.
Primitives used
How it's built
- naive apps — the financials dashboard on Vercel + Supabase
- naive connections + vault — link accounting + payment systems
- naive cron — the monthly close + reporting run
Start building
Install the CLI, copy the prompt, and let your agent wire it up.
$ npm i -g naive && naive login