Transaction Sync with AI

# Transaction Sync — SoloStack Skill File
> Drop this file into your SoloStack repo and Claude Code will use it as
> context to run this workflow automatically.
---
## Overview
Pull every financial transaction from Stripe, Airwallex, banks, PayPal, Wise into one unified ledger — CSV, Google Sheet, or Neon table. The plumbing layer every other finance skill depends on.
## Capabilities
1. **Multi-source pull** — Stripe API, Airwallex API, Plaid (bank/cards), PayPal, Wise, manual CSV — all normalised into the same row schema.
2. **Unified row schema** — date · amount · currency · source · counterparty · category · raw_description · external_id — same shape regardless of origin.
3. **Idempotent re-runs** — Dedupes on external_id so you can re-run every day without creating duplicate rows. Safe to put on a cron.
4. **Auto-categorisation** — Rule-based first (regex on description → category), Claude fallback for ambiguous lines. Low-confidence rows get flagged for review.
5. **Destination of your choice** — Write to a Google Sheet (for your bookkeeper), a Neon table (for queries + dashboards), or a CSV in the repo (for git-tracked auditability).
## Pipeline
## Use Cases
- **Replace Xero / QuickBooks for a solo / 2-person business:** If your accountant just needs a clean transaction list at quarter-end, this gives them one — without the $40/mo subscription and the seat-licence dance.
- **Feed P&L Tracker:** Transaction Sync is the plumbing; the Profit & Loss Tracker skill reads from the same table and produces the monthly P&L. Build the pipe once, run the report any time.
- **Monthly partner reconciliation:** For partnered businesses (SoloStack's own structure): one query gives you Stripe net, Airwallex incoming, approved expenses, and the 50/50 split — already covered in `departments/finance/financial-sync.md`.
## Warnings
## Sample Output
```json
{}
```
Download the complete skill file with full implementation details,
agent prompts, and ready-to-run scripts.