Turn Claude into your personal bookkeeper. Parse invoices, categorize receipts by IRS Schedule C, and generate tax-ready summaries.
Get Started — $29/mo View on GitHubSmartLedger gives Claude the document processing capabilities it needs to handle your books. Just drop a PDF and ask.
Extract vendor, amounts, line items, dates, and payment terms from invoice PDFs.
Extract merchant, total, tax, and payment method from receipt PDFs.
Parse CSV bank exports and auto-categorize by IRS expense type.
Generate IRS Schedule C deduction breakdown with per-category totals and line numbers.
Raw text extraction from any PDF. The fallback for unusual document formats.
All document processing happens on your machine. No data is sent to any external service. Your financial data stays yours. Period.
SmartLedger automatically maps every transaction to the correct IRS deduction line.
| Category | Schedule C Line |
|---|---|
| Advertising | Line 8 |
| Car & Truck | Line 9 |
| Contract Labor | Line 11 |
| Insurance | Line 15 |
| Legal & Professional | Line 17 |
| Office Expense | Line 18 |
| Rent or Lease | Line 20b |
| Travel | Line 24a |
| Meals (50% deductible) | Line 24b |
| Utilities | Line 25 |
| Other Expenses (Software/SaaS) | Line 27a |
pip install smartledger-mcp
Then add to your Claude config and start talking to your books.