# Back Office Books Agent

> Use when you need to run back-office agents on a live, single model of the books.

- Skill: `harishkotra/back-office-books-agent` (Agent Skill)
- Install (CLI): `npx skillmds@latest add harishkotra/back-office-books-agent`
- Raw SKILL.md: https://api.skillmd.com/api/skills/harishkotra/back-office-books-agent/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: AI & ML
- Author: harishkotra (https://skillmd.com/u/harishkotra)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/harishkotra/back-office-books-agent

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# Back-office Books Agent
Run back-office operations on one live model of the books: invoices, payables, reconciliation.

## When to use
- You want back-office work (invoicing, reconciliation, payables) driven by accurate, current financial data.
- You want one source of truth the agents act on.

## Procedure
1. Build/load the single live model of the books (ledger, invoices, payables).
2. Define the back-office agents: invoicing, reconciliation, payables, reporting.
3. Each agent reads from and writes to the same model, so they never disagree.
4. Add approval gates for anything that moves money.
5. Reconcile and report regularly.

## Pitfalls
- A "single model" only helps if it's kept accurate and current.
- Money-moving actions need human approval.

## Verification
- Show the agents acting consistently on the same ledger with reconciliations matching.