
Don't spend your precious hours, days and weekends sorting through hundreds of bank transactions. Let this Claud skill do it for you!
The Expense Categorizer is a skill you add to your own Claude. Upload a CSV of your bank or credit card transactions, and it sorts every single one into your Schedule C business tax write-offs AND your personal tax deduction categories, then flags the handful that need your judgment. What used to take days now takes minutes.
This is for you if:
You're self-employed, freelance, a 1099'er, or running any kind of side hustle
You want an easier and faster way to gather your numbers for taxes.
Your business and personal spending are mixed in the same accounts
You know you're missing write-offs but don't have time to hunt for them
"I'll deal with my tax stuff later" has become your whole personality 😅
What you get for $27:
The Expense Categorizer skill (works in your own Claude)
A step-by-step setup guide installed in about 5 minutes, even if you've never used an AI tool
A copy-and-paste prompt pack to get started instantly
The exact method to teach it your business and personal expenses so future months take minutes
📊 Instant profit & loss summaries: See your business income, write-offs, and real profit on one page, with your personal spending and personal tax deductions broken out separately. By month and totals for the year.
SCREENSHOT EXAMPLES:




Built by a CPA with 20+ years of experience.
This won't file your taxes for you (...yet 😉) but it hands you clean, categorized numbers so tax time stops being scary.
Heads up: the skill does the heavy lifting, but every business and personal life is unique. You'll teach it your specific vendors as you go (the guide shows you exactly how). Want a CPA to set it up on your real numbers with you? There's a link inside to book a 1-on-1 session.