AI-powered tools for Israeli bookkeeping, bank reconciliation, expense management, and financial reporting
11 skills
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).
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.
Google Sheets financial tracking and automation for Israeli freelancers and small businesses using the Google Workspace CLI (gws). Use when user asks to create income/expense sheets with Shekel formatting, track VAT (18%) calculations, generate tax-period summaries for accountants, backup spreadsheets as CSV, or auto-log payments. Do NOT use for direct bank API integrations, payroll processing, or filing taxes with the Israel Tax Authority.
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.
Automates bank reconciliation for Israeli banks (Leumi, Hapoalim, Discount, Mizrahi Tefahot) using the israeli-bank-scrapers library. Matches scraped or imported transactions to invoices and receipts, detects discrepancies, and generates reconciliation reports with matched, unmatched, and suspicious entries. Handles shekel amounts, Hebrew merchant names, and Israeli date formats. Use when you need to reconcile bank statements against your accounting records, identify missing invoices, or prepare monthly closing reports for Israeli business accounts. Do NOT use for international bank accounts, cryptocurrency wallets, or investment portfolio reconciliation.
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.
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.
Generate proper double-entry journal entries (pkudat yoman) for common Israeli business transactions including payroll with all statutory components, VAT handling, asset depreciation, and revenue recognition. Use when you need to create accurate bookkeeping entries following the Israeli chart of accounts (matkonet heshbonot) standard numbering system. Supports both Osek Murshe (authorized dealer) double-entry and Osek Patur (exempt dealer) single-entry bookkeeping. Handles salary payments with income tax, bituach leumi, health insurance, pension, keren hishtalmut, and convalescence pay. Do NOT use for tax filing submissions, annual financial statement audits, or replacing a certified public accountant (roeh heshbon).
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.
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.
Calculate Israeli payroll including income tax, Bituach Leumi (National Insurance), health tax, pension contributions, shovi rechev (company-car use value), and net salary. Use when user asks to calculate salary, "tlush maskoret", payroll deductions, "bruto to neto", employer cost, tax credits (nekudot zikui), company car impact on salary, or needs help understanding Israeli payslip items. Covers employees, freelancers (atzmai), and employer cost calculations. Do NOT use for US, UK, or other countries' payroll calculations.