Terminal.skills
Skills/taxhacker
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taxhacker

Self-hosted AI accounting tool that analyzes receipts, invoices, and bank transactions using LLMs. Use when: automating personal/business bookkeeping, categorizing expenses with AI, preparing tax documents, building self-hosted financial tools.

#accounting#tax#receipts#self-hosted#bookkeeping
terminal-skillsv1.0.0
Works with:claude-codeopenai-codexgemini-clicursor
Source

Usage

$
✓ Installed taxhacker v1.0.0

Getting Started

  1. Install the skill using the command above
  2. Open your AI coding agent (Claude Code, Codex, Gemini CLI, or Cursor)
  3. Reference the skill in your prompt
  4. The AI will use the skill's capabilities automatically

Example Prompts

  • "Generate a professional invoice for the consulting work done in January"
  • "Draft an NDA for our upcoming partnership with Acme Corp"

Information

Version
1.0.0
Author
terminal-skills
Category
Business
License
MIT

Use Cases

→Build a Self-Hosted AI Bookkeeper

Documentation

Overview

Self-hosted AI accountant for freelancers, indie hackers, and small businesses. Upload receipts, invoices, or bank statements — the LLM extracts, categorizes, and stores everything in a structured database. Supports multi-currency with historical exchange rates and exports accountant-ready CSV reports.

Source: vas3k/TaxHacker (3.9k+ stars)

Instructions

1. Deploy with Docker

bash
curl -O https://raw.githubusercontent.com/vas3k/TaxHacker/main/docker-compose.yml
docker compose up -d

The stack includes TaxHacker app, PostgreSQL, and Redis for background job processing. Access the UI at http://localhost:8000.

2. Configure AI provider

bash
# In .env
AI_PROVIDER=openai              # openai, google, mistral
AI_MODEL=gpt-4o
OPENAI_API_KEY=sk-...
SECRET_KEY=your-random-secret-key
ProviderModelsBest For
OpenAIGPT-4o, GPT-4o-miniBest accuracy for complex invoices
Google GeminiGemini Pro, FlashGood cost/quality balance
MistralMistral Large, SmallEU data residency

3. Upload documents

Drop photos of receipts, invoice PDFs, or bank statement CSVs into the web UI. The AI extraction pipeline:

  1. OCR for images, text extraction for PDFs
  2. LLM identifies vendor, date, amount, currency, line items, tax
  3. Auto-categorizes into configurable categories
  4. Stores structured data in PostgreSQL

4. Import bank statements

Go to Settings → Import, upload your bank's CSV export, map columns (date, description, amount, currency), and AI auto-categorizes each transaction.

5. Generate tax reports

Filter transactions by date range, category, project, or currency. Export to CSV for your accountant.

Examples

Example 1: Freelancer quarterly tax prep

A freelancer in Berlin uploads 3 months of receipts and a Sparkasse bank statement CSV:

Upload: 47 receipt photos + bank_statement_Q1_2024.csv
→ AI processes all documents in background (~2 minutes)
→ 142 transactions categorized:
  - Software & Subscriptions: €1,847.00 (23 transactions)
  - Travel & Transport: €2,341.50 (18 transactions)
  - Office & Supplies: €456.00 (6 transactions)
  - Professional Services: €3,200.00 (4 transactions)
→ Export → CSV filtered by Q1 2024
→ Send to accountant for Umsatzsteuer filing

Example 2: Multi-currency invoice processing

An indie hacker invoicing clients in USD, EUR, and GBP:

Invoice: €1,250.00 from French client (2024-03-15)
→ Converted: $1,362.50 @ 1.0900 EUR/USD (historical rate)

Invoice: £800.00 from UK client (2024-03-20)
→ Converted: $1,016.00 @ 1.2700 GBP/USD (historical rate)

Bank deposit: $2,378.50 matched to both invoices
→ Category: Income — Client Revenue
→ Project: Auto-assigned based on invoice metadata

TaxHacker supports 170+ currencies and 14 cryptocurrencies with historical exchange rates.

Example 3: Custom AI extraction fields

Configure a "Tax Deductible" field with a custom AI prompt:

Custom prompt: "Analyze this expense. Is it deductible for a freelance
software developer in Germany? Answer: Yes (100%), Partial (50%), or No.
Consider: office supplies, software, hardware, professional development
are fully deductible. Meals are 70% deductible."

Receipt: Hetzner Cloud — €23.40/month server hosting
→ Tax Deductible: Yes (100%)
→ Category: Software & Subscriptions

Receipt: Restaurant dinner with client — €87.50
→ Tax Deductible: Partial (70%)
→ Category: Food & Entertainment

Guidelines

  • Batch upload — Drop multiple receipts at once; they queue and process in background
  • Custom prompts per field dramatically improve accuracy for your specific documents and tax jurisdiction
  • Quarterly exports — Set a calendar reminder to export each quarter for your accountant
  • Backup regularly — docker compose exec db pg_dump taxhacker > backup.sql
  • Production deployment — Use Hetzner VPS (CX22, ~$5/month) with Caddy/nginx for HTTPS
  • Requires an LLM API key (OpenAI, Google, or Mistral) — no built-in local model yet
  • OCR accuracy depends on receipt quality — crumpled or faded receipts may need manual correction
  • Not a replacement for double-entry bookkeeping software — designed for freelancer/indie hacker workflows

References