# 8 Hermes Agent Skills for Bookkeepers

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For AI agents: [Markdown version of this page](https://aiagentskills.biz/md/lists/hermes/bookkeeping/8-skills.md) · [llms.txt](https://aiagentskills.biz/llms.txt) Workflows · facts checked 2026-09-13

# 8 Hermes Agent skills for bookkeepers

A curated list of 8 Hermes Agent workflows for bookkeepers, each with the inputs it needs, a starting prompt, the expected output and one honest boundary.

Eight bookkeeping workflows that repeat every close, written for Hermes Agent. Each lists inputs, a starting prompt, the output to expect, and the boundary. Matching $19 agents are linked where they exist.

[See the ready-made agents for bookkeepers](/agents-for/bookkeepers/)[Jump to the list](#list) [Home](/) › [Lists](/lists/) › 8 Hermes Agent skills for bookkeepers

### 1\. Transaction categorization proposals

**When to use it:** When uncoded transactions pile up before close.

**Inputs:** The uncoded transaction export, your category list, 2-3 past examples per tricky category.

**Starting prompt:**

    Propose a category for each of these uncoded transactions: [paste]. For each: date, payee, amount, proposed category, the evidence, review status. Follow these past examples: [paste]. Save as a Google Sheet.

**Expected output:** A proposal sheet where you approve a batch instead of coding row by row.

**Boundary:** Proposals only. Nothing posts to the books without your approval.

**Ready-made:** the [Transaction Categorization Agent](/bookkeepers/transaction-categorization-agent/) runs this as a standing workflow with gates, $19 one-time.

### 2\. Bank reconciliation matching

**When to use it:** On close day, before the exceptions find you at 6pm.

**Inputs:** The statement export and the ledger export.

**Starting prompt:**

    Match these statement rows to ledger rows: [paste/link]. Output one row per pair: statement row, ledger row, match status, difference, next action. List every unmatched row as an exception.

**Expected output:** A matched sheet plus a complete exception list with differences.

**Boundary:** It lists exceptions with proposed next actions; fixes stay with you.

**Ready-made:** the [Reconciliation Agent](/bookkeepers/reconciliation-agent/) runs this as a standing workflow with gates, $19 one-time.

### 3\. Invoice reminder drafts

**When to use it:** Weekly, for every open receivable.

**Inputs:** Your open invoice list with amounts and due dates.

**Starting prompt:**

    Check these open invoices: [link sheet]. For each one past due, draft a reminder: customer, invoice, amount due, days overdue, a firm but polite draft, approval status. Save as a Google Sheet.

**Expected output:** Reminder drafts queued with days overdue, ready for your send approval.

**Boundary:** It drafts. Sending anything to a customer waits for you.

**Ready-made:** the [Receivables Follow-up Agent](/bookkeepers/receivables-follow-up-agent/) runs this as a standing workflow with gates, $19 one-time.

### 4\. Bills capture and duplicate check

**When to use it:** As bills arrive, before month-end surprises.

**Inputs:** The new bills (text, amounts, vendors, dates), your recorded bills sheet.

**Starting prompt:**

    Process these new bills: [paste]. Capture vendor, invoice number, amount, due date. Check each against the recorded bills sheet for duplicates by vendor, number and amount. Output a review queue.

**Expected output:** A due-item queue with duplicates flagged before they get paid twice.

**Boundary:** It flags suspects; you confirm duplicates. It never pays anything.

**Ready-made:** the [Bills & Invoices Agent](/bookkeepers/bills-invoices-agent/) runs this as a standing workflow with gates, $19 one-time.

### 5\. Month-end close checklist

**When to use it:** First day of close, every month.

**Inputs:** Your close steps, the accounts in scope, last month’s checklist.

**Starting prompt:**

    Build this month’s close checklist from these steps: [paste]. One row per step: task, account, owner, due day, status, evidence link. Carry over last month’s open items marked CARRIED OVER.

**Expected output:** A close checklist where nothing relies on memory.

**Boundary:** It tracks completion; sign-off on each step stays with the preparer.

**Ready-made:** no agent for this one yet.

### 6\. Vendor spend summary

**When to use it:** When a client or owner asks where the money went.

**Inputs:** The categorized transaction export for the period.

**Starting prompt:**

    Summarize spend by vendor for this period: [paste/link]. Per vendor: total, transaction count, month-over-month change, largest single transaction. Flag vendors with >30% increases.

**Expected output:** A vendor summary that answers the question in one table.

**Boundary:** It reports on approved rows; commentary on why stays with you.

**Ready-made:** no agent for this one yet.

### 7\. Duplicate payment sweep

**When to use it:** Quarterly, or after any system migration.

**Inputs:** The payments export for the period.

**Starting prompt:**

    Find potential duplicate payments in this export: [paste]. Match on vendor + amount + date within 5 days. Output suspect pairs side by side with a confidence note. Do not mark anything certain duplicate.

**Expected output:** A suspect-pair list worth ten minutes of review.

**Boundary:** Suspects only - recovery actions are yours to take.

**Ready-made:** no agent for this one yet.

### 8\. Client report pack assembly

**When to use it:** Month-end, per client, when the pack is due.

**Inputs:** The period’s approved reports and the client’s preferred format.

**Starting prompt:**

    Assemble this client’s report pack from these approved reports: [paste/link]. Use their format: [paste]. List every included report with its period and source. Flag anything past its expected date.

**Expected output:** A complete pack manifest with sources, missing items flagged.

**Boundary:** It assembles from approved reports; it does not change the numbers.

**Ready-made:** no agent for this one yet.

## Quick comparison

| Workflow                                 | Effort            | Cadence   | Risk                           | Ready-made agent                                                                   |
| ---------------------------------------- | ----------------- | --------- | ------------------------------ | ---------------------------------------------------------------------------------- |
| 1\. Transaction categorization proposals | One paste per run | Per close | Draft-first, review before use | [Transaction Categorization Agent](/bookkeepers/transaction-categorization-agent/) |
| 2\. Bank reconciliation matching         | One paste per run | Per close | Draft-first, review before use | [Reconciliation Agent](/bookkeepers/reconciliation-agent/)                         |
| 3\. Invoice reminder drafts              | One paste per run | Weekly    | Draft-first, review before use | [Receivables Follow-up Agent](/bookkeepers/receivables-follow-up-agent/)           |
| 4\. Bills capture and duplicate check    | One paste per run | Monthly   | Draft-first, review before use | [Bills & Invoices Agent](/bookkeepers/bills-invoices-agent/)                       |
| 5\. Month-end close checklist            | One paste per run | Per close | Draft-first, review before use | none yet                                                                           |
| 6\. Vendor spend summary                 | One paste per run | Per event | Draft-first, review before use | none yet                                                                           |
| 7\. Duplicate payment sweep              | One paste per run | Quarterly | Draft-first, review before use | none yet                                                                           |
| 8\. Client report pack assembly          | One paste per run | Monthly   | Draft-first, review before use | none yet                                                                           |

## Free download

Get the [Reconciliation checklist (CSV)](/templates/reconciliation-checklist/) - the companion file for these workflows, with sample rows filled in.

## Platform notes

Hermes Agent is a third-party product (<https://hermes-agent.nousresearch.com>). We are not affiliated with or endorsed by them. Capabilities and names verified 2026-09-13; re-check before relying on specifics. The prompts above are platform-agnostic - they work in any capable assistant.

Want the job done instead of prompted? [Browse the bookkeepers agent menu](/bookkeepers/) or the [AI agents for bookkeepers guide](/agents-for/bookkeepers/).

## Questions people ask

### Are these Hermes Agent workflows free?

Yes - every item includes a starting prompt you can copy free. Matching $19 standing agents are linked where they exist.

### Are you affiliated with Hermes Agent?

No. AI Agent Skills is an independent store; Hermes Agent is named only because these workflows run on it. Facts checked 13 September 2026.

Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.