israeli-bookkeeping-automation
Israeli Bookkeeping Automation
Instructions
Step 1: Identify the Transaction Type
Determine which type of bookkeeping entry is needed:
- Payroll (mashkoret): Salary payments with all Israeli statutory deductions
- VAT (maam): Input VAT, output VAT, or VAT clearing entries
- Asset purchase (rechishat rechush kavua): Fixed asset acquisition and depreciation
- Revenue (hachnasot): Revenue recognition for services or goods
- Loan (halvaa): Loan receipt, repayment, and interest entries
- Expenses (hotsa'ot): General business expense entries
Step 2: Determine the Business Type
Check whether the business is:
More from skills-il/accounting
israeli-receipt-scanner
OCR and parse Israeli receipts and invoices with Hebrew and English text extraction. Extracts merchant name, date, total amount in NIS, VAT amount, receipt or invoice number, payment method, and VAT registration number (osek murshe). Handles common Israeli retail formats including supermarkets, gas stations, restaurants, and online purchases. Auto-categorizes expenses into standard Israeli accounting categories and outputs structured JSON or CSV ready for import into accounting software. Use when you need to digitize, extract data from, or categorize Israeli receipts and tax invoices. Do NOT use for non-Israeli receipt formats, handwritten notes without printed text, or bank statement reconciliation.
2green-invoice
Integrate Green Invoice (Morning) API for Israeli invoicing, receipts, client management, and payment processing. Use when user asks to create invoices via Green Invoice, generate hashbonit mas through Morning API, manage clients in Green Invoice, set up webhook automation for document creation, query documents or expenses, or mentions "Green Invoice", "Morning", "hashbonit yeruka", "greeninvoice API", Israeli cloud invoicing, or needs to create tax invoice-receipt (cheshbonit mas/kabala). Covers all 13 document types, 8 payment types, client CRUD, item catalog, and webhook integration. Do NOT use for SHAAM allocation numbers or Tax Authority e-invoice compliance (use israeli-e-invoice), Cardcom payment processing (use cardcom-payment-gateway), or Tranzila integration (use tranzila-payment-gateway).
1israeli-e-invoice
Generate, validate, and manage Israeli e-invoices (hashbonit electronit) per Tax Authority (SHAAM) standards. Use when user asks to create Israeli invoices, request allocation numbers, validate invoice compliance, or asks about "hashbonit", "e-invoice", "SHAAM", "allocation number", or Israeli invoicing requirements. Supports tax invoice (300), tax invoice/receipt (305), credit invoice (310), receipt (320), and proforma (330) types. Do NOT use for general accounting, bookkeeping, or non-Israeli invoice formats.
1israeli-annual-reports
Navigate and analyze Israeli corporate annual reports (dochot titkuftiim), financial filings, and regulatory disclosures. Use when user asks about Israeli annual reports, MAYA filings, IFRS financial statements, doch titkufti, dochot kaspiyim, or Companies Law reporting requirements. Covers TASE filing types, Israeli GAAP to IFRS transition, Hebrew financial terminology, and key financial statement analysis.
1hashavshevet-data-tools
Import and export data between Hashavshevet accounting software and modern formats (JSON, CSV, Excel). Use when you need to extract journal entries, chart of accounts, trial balances, or customer/supplier lists from Hashavshevet, import bank transactions and invoices into Hashavshevet format, migrate data from Hashavshevet to cloud-based solutions (iCount, Rivhit, Invoice4U), or handle Hebrew encoding conversions (Windows-1255 to UTF-8). Supports Hashavshevet Gold, Hashavshevet 2000+, and newer versions. Validates data integrity during import/export operations. Do NOT use for real-time Hashavshevet API integrations, direct database modifications, or live bookkeeping within Hashavshevet.
1israeli-financial-reports
Generate Israeli-standard financial reports including profit and loss (Doch Ruvach VeHefsed), balance sheet (Maazan), trial balance (Maazan Bochein), and cash flow statements. Supports bilingual Hebrew/English output with NIS formatting, VAT summary reports for bi-monthly and monthly filing, year-end annual report preparation, and comparison periods. Works with Osek Patur, Osek Murshe, and Chevra (company) business types. Compliant with Israeli accounting standards based on IFRS adaptations. Use when you need to produce financial statements, tax-related summaries, or periodic reports for Israeli businesses. Exports to PDF, Excel, and CSV formats. Do NOT use for tax filing submissions, payroll processing, or bank reconciliation workflows.
1