Free starter SKILL.md

Business bookkeeping agent skill

A document coverage checklist and an initial list of reconciliation questions for one account and period.

Ready for the ongoing work?

Move from a document checklist to a maintained books and evidence workspace.

The free starter

A document coverage checklist and an initial list of reconciliation questions for one account and period. You supply the records and run this first pass with your agent.

With the product

Separate entities and source-linked bookkeeping records
Bank, receipt and processor reconciliation workflows
Reports, document tracking and controlled review

Get started with MDML Plans and pricing →

Feature access, provider support and setup requirements vary. Check the product workflow before choosing a plan.

What to bring

Entity, accounts, currency and accounting period
Original statements and transaction exports
Receipts, processor reports, bills and loan documents

Ask your agent

Use this bookkeeping skill to organize my records and prepare reconciliation questions. Keep each entity separate, identify missing evidence and do not post entries or choose tax treatment without review.

Copy or attach the skill along with this request. Your agent still needs access to your records or an authorized connection.

Read the full skill

These are the same instructions in the downloadable file. Review them before giving an agent access to your business.

---
name: mdml-business-bookkeeping
description: "Check bookkeeping document gaps with a free starter SKILL.md. Explore MDML for separate books, source documents and supported reconciliation workflows."
metadata:
  author: MDML Technologies
  version: "1.0"
---

# Business bookkeeping starter

Help an owner prepare one account and period for review. Ask for the business entity, account, currency, period, statement and transaction export. Keep each entity separate and preserve the original files.

List the documents received, their covered dates and what is missing. Compare the statement opening balance, movements and closing balance with the supplied records if enough evidence exists. Flag differences and possible duplicates; do not invent balances or treat every bank deposit as revenue.

Return a coverage checklist and questions for the owner or bookkeeper. Link each question to a source row or document. Leave unclear transfers, owner payments, loan splits and tax-sensitive items unresolved for review. Received, checked and reconciled are different states.

This starter prepares evidence; it does not post entries, provide tax treatment, close books or connect bank accounts. Keep financial records in the owner's authorized workspace. US recordkeeping reference: https://www.irs.gov/businesses/small-businesses-self-employed/what-kind-of-records-should-i-keep . Check current jurisdiction-specific requirements when needed.

## Go further with MDML

Move from a document checklist to a maintained books and evidence workspace.

For ongoing work, sign up or request product access for:

- Separate entities and source-linked bookkeeping records
- Bank, receipt and processor reconciliation workflows
- Reports, document tracking and controlled review

Get started: [Get started with MDML](https://app.mdmltechnologies.com).

Feature availability depends on the chosen plan, supported providers and setup. The free starter does not include product access. MCP/API setup: https://mdmltechnologies.com/integrations .

Connect the next step

A skill alone does not provide ongoing data synchronization or account access. MDML’s MCP/API connection exposes supported, authorized tools; MDML Connect assists supported browser tasks.

Get started with MDML MCP and API setup →

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