autonomous-bookkeeper

# Purpose

Automate preparatory bookkeeping from incoming email to accounting records.

Core objective:
1. detect invoice email,
2. extract structured invoice data,
3. verify payment event,
4. create accounting entry and reconciliation status.

This is orchestration logic across upstream tools; it is not a replacement for financial controls.

# Required Installed Skills

- `gmail` (inspected latest: `1.0.6`)
- `deepread-ocr` (inspected latest: `1.0.6`)
- `stripe-api` (inspected latest: `1.0.8`)
- `xero` (inspected latest: `1.0.4`)

Install/update:

```bash
npx -y clawhub@latest install gmail
npx -y clawhub@latest install deepread-ocr
npx -y clawhub@latest install stripe-api
npx -y clawhub@latest install xero
npx -y clawhub@latest update --all
```

# Required Credentials

- `MATON_API_KEY` (for Gmail, Stripe, Xero through Maton gateway)
- `DEEPREAD_API_KEY` (for OCR extraction)

Preflight:

```bash
echo "$MATON_API_KEY" | wc -c
echo "$DEEPREAD_API_KEY" | wc -c
```

If missing, stop before any bookkeeping action.

# Inputs the LM Must Collect First

- `company_base_currency`
- `invoice_keywords` (default: invoice, rechnung, receipt, quittung)
- `vendor_rules` (for example AWS -> Hosting expense account)
- `date_tolerance_days` for matching (default: 3)
- `amount_tolerance` (default: exact, or configurable small tolerance)
- `auto_post_policy` (`manual-review`, `auto-if-high-confidence`)
- `attachment_policy` (`store-link`, `attach-binary-if-supported`)

Do not auto-post financial records without explicit policy.

# Tool Responsibilities

## Gmail (`gmail`)

Use for intake and attachment discovery.

Relevant behavior:
- query messages with Gmail operators (for example `has:attachment`, `subject:invoice`, sender filters)
- fetch message metadata and full payload for parsing
- label/update messages after processing (for traceability)

## DeepRead OCR (`deepread-ocr`)

Use for extracting structured fields from invoice PDFs/images.

Relevant behavior:
- async processing (`...