How can I automate invoice creation as a freelancer in Israel?

The bundle pairs Green Invoice (Morning) for the day-to-day issuing, sending and tracking of invoices, with the Israeli E-Invoice skill for SHAAM allocation numbers and Tax Authority compliance once you cross the clearance threshold. Just describe what you need and the AI agent handles the rest.

Do I still need an accountant if I use these AI skills?

These skills automate routine tasks like expense categorization, VAT calculations, and receipt scanning. They save you hours of manual work, but for complex tax situations, annual filings, and legal compliance, we recommend consulting a licensed accountant.

Can AI handle Israeli VAT reporting for freelancers?

Yes. The Israeli VAT Reporting skill understands Israeli tax law, calculates VAT correctly, and helps prepare your bimonthly VAT reports. It handles the common cases automatically and flags unusual situations for your review.

What is the best way to organize receipts and expenses in Israel?

The Israeli Expense Categorizer and Receipt Scanner skills work together to digitize receipts, categorize expenses according to Israeli tax categories, and keep everything organized for tax season.

Freelancer Accountant

Everything a freelancer needs for invoices, tax filing, and bookkeeping in Israel.

6 skills|161 installs|

All bundle skills in one chat

Managing finances as a freelancer in Israel means juggling invoices, VAT reports, expense tracking, and receipt management, often across multiple systems and spreadsheets. This bundle brings together six AI skills that automate the most time-consuming parts of freelancer bookkeeping.

Key facts

Osek patur threshold (2026): annual revenue under 122,833 NIS (raised from 120,000 NIS in 2025), exempt from VAT charging but still files annual income tax.
Osek murshe (VAT-registered): required once you pass the osek patur threshold; must collect VAT on invoices and file bimonthly VAT returns.
Invoice requirements: every Israeli invoice must include supplier business ID (mispar osek), date, unique sequential number, customer details, itemized amounts, and VAT breakdown, per the Value Added Tax Law (חוק מס ערך מוסף).
SHAAM clearance: invoices above the Tax Authority threshold need a SHAAM allocation number before they're legally valid. The Israeli E-Invoice skill handles that side; Green Invoice covers the everyday issuing and delivery.
Deductible expenses: home office (proportional), vehicle (partial, by usage log), pension contributions, professional development, equipment, insurance.
Bituach Leumi self-employed rates: paid monthly; rates depend on income brackets and include both national insurance and health tax.
Record retention: business records must be kept for 7 years (Income Tax Ordinance).

Who is this for?

Freelancers (osek murshe / osek patur) who handle their own books
Independent contractors billing Israeli clients
Small business owners without a full-time bookkeeper
Anyone who spends too much time on invoices and expense reports

What you get

This bundle combines skills for the full freelancer accounting workflow:

Israeli Freelancer Ops: your command center for freelancer operations, from client management to payment tracking.
Green Invoice: create and send invoices through Israel's leading invoicing platform.
Israeli E-Invoice: SHAAM allocation numbers and Tax Authority clearance for invoices above the legal threshold.
Israeli VAT Reporting: calculate and prepare bimonthly VAT reports automatically.
Israeli Expense Categorizer: sort expenses into the right Israeli tax categories.
Israeli Receipt Scanner: digitize paper receipts and extract the data you need.

Together, these skills save hours of manual bookkeeping every month and help you stay organized for tax season.

npx skills-il add-bundle freelancer-accountant -a claude-code

Install on Claude.ai, Claude Desktop, ChatGPT, Manus, or other platforms

1. Click "Download ZIP" to download the bundle files.
2. Open Claude Desktop and go to Customize > Skills.
3. Click "+" and select "Upload a skill", then upload each ZIP file from the bundle.
4. Start a new conversation. The skills will activate automatically when relevant.

A new version released? How to update your installed skills

Not sure how? Read the guide

Try These Prompts

Create an invoice

Create a tax invoice for 3,500 NIS for web development services to Acme Ltd

Calculate my VAT

Calculate my bimonthly VAT report for January-February, I had 45,000 in sales and 12,000 in purchases

Categorize expenses

I have these expenses: office rent 3000, internet 200, phone 150, gas 400. Categorize them for tax deduction

Skills in this bundle

Israeli Freelancer Operations

Trusted·87

Author: skills-il

v1.3.0PopularTrending

Manage daily operations for Israeli freelancers (osek murshe, osek patur) - invoice aging with collection reminders, utility bill collection via browser automation, tax deadline alerts (VAT, Bituach Leumi, mkdamot, annual report), osek patur threshold monitoring, and organized accountant packages. Prevents missed VAT filings, forgotten invoice follow-ups, and disorganized accountant handoffs. Do NOT use for VAT return preparation, e-invoice generation, or payroll management.

Ask the Skill

4.53844,107

Claude CodeCursorGitHub Copilot+6

Green Invoice (Morning)

Trusted·80

Author: skills-il

v1.3.0PopularTrending

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).

Ask the Skill

5.02991,816

Claude CodeCursorGitHub Copilot+5

Israeli E Invoice

Trusted·86

Author: skills-il

v1.2.0Popular

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.

Ask the Skill

0.02631,723

Claude CodeCursorGitHub Copilot+5

Israeli VAT Reporting

Trusted·89

Author: skills-il

v1.3.0Popular

Prepare, validate, and guide submission of Israeli VAT reports (Doch Maam) per Tax Authority standards. Use when user asks about VAT reporting, VAT calculation, "doch maam", "maam", Israeli VAT filing, VAT deadlines, or input/output VAT reconciliation. Supports monthly, bi-monthly, and annual reporting. Handles zero-rated exports, exempt transactions, and Eilat zone rules. Do NOT use for income tax, corporate tax, or non-Israeli VAT systems.

Ask the Skill

0.04421,884

Claude CodeCursorGitHub Copilot+5

Israeli Expense Categorizer

Verified·90

Author: skills-il

v1.1.0PopularTrending

AI-powered categorization of business expenses into Israeli tax-deductible categories based on current Israeli Tax Ordinance rules. Applies correct deduction percentages (car 45%, phone/internet 80%, home office proportional), maps to standard Israeli chart of accounts, and handles Osek Patur vs Osek Murshe differences for VAT eligibility. Use when you need to classify business expenses for Israeli tax reporting, prepare expense reports for your accountant, or verify deduction eligibility. Do NOT use for final tax filing, legal tax advice, or payroll-related expense processing.

Ask the Skill

0.04371,343

Claude CodeCursorGitHub Copilot+4

Israeli Receipt Scanner

Trusted·89

Author: skills-il

v1.1.0PopularTrending

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.

Ask the Skill

0.02911,538

Claude CodeCursorGitHub Copilot+4