Closebook

A five-layer recipe for turning a credit card or bank statement PDF into reimbursement-ready CSVs — categorized, totaled, marked-up, taxed, bill-to blocks attached, and self-verified before it ever reaches you.

This skill exists because most monthly-close work isn't finance. It's typing. Once the decisions (categorization, exclusions, markup, tax, bill-to) are written down, the recipe runs the same way every month.

How to use

1. Drop a statement PDF (or a path to one) into the chat.
2. Tell Claude: "Process this statement with the closebook skill."
3. On first run, the skill will ask you for the config bundle (buckets, merchant rules, markup %, tax %, bill-to blocks, exclusion list). It will save these to closebook-config.yaml in the working directory.
4. On every subsequent run, the skill loads the saved config and just asks you to confirm any edge cases.

Layer 1 — Extract

From the statement PDF: