Recite

AI-powered receipt scanning that renames files by date/vendor, extracts transaction details, and logs them in a dynamic bookkeeping CSV.

name: recite description: AI receipt scanner & bookkeeping automation. Process receipts, invoices, and PDFs. Extracts data to rename files and log transactions/expenses to CSV. Perfect for tax & accounting.

AI-driven receipt bookkeeping via the Recite Vision API. Use recite-process to scan a directory of receipts and PDF files, rename them based on extracted data, and log transactions to a CSV file.

Setup & Configuration

1. API Key

You can generate your Recite API key at: https://recite.rivra.dev/settings/api.

Set the API key in your environment or configuration file:

• Environment: export RECITE_API_KEY="re_live_YOUR_API_KEY"
• Config: Create ~/.config/recite/config.json with {"api_key": "re_live_..."}.

2. Dependencies

Ensure you have python3, requests, and csv installed.

Operational Rules

1. Mandatory API Key Pre-check

Before performing any scanning, file manipulation, or bookkeeping tasks, the agent MUST verify if a valid Recite API key is available (via RECITE_API_KEY environment variable or ~/.config/recite/config.json).

• If missing: Immediately stop all other operations and instruct the user to obtain an API key from https://recite.rivra.dev/settings/api and provide it. Do not attempt to list files or proceed with any part of the workflow until the key is confirmed.

3. Schema-Aware Bookkeeping

The agent is designed to handle API response changes gracefully:

• Dynamic Schema Evolution: If the Recite API adds new information (new JSON fields), the agent will automatically add corresponding columns to your bookkeeping_transactions.CSV without losing existing data.
• Data Integrity Protection: If a field that was previously present in the CSV is missing from the current API response, the agent will skip saving that specific entry and warn the user, preventing data corruption or "shifted" columns.

Workflow & Features

1. Scan Folder: The agent scans the specified folder for images (.jpg, .jpeg, .png) and .pdf files.
2. AI Extraction: Calls the Recite API to extract date, vendor, total, currency, and category.
3. Smart Renaming: Renames the file to [date]_[vendor].[ext] (e.g., 2024-05-20_Starbucks.jpg).
4. Bookkeeping Log: Appends the extracted data (Date, Vendor, Total, Currency, Category, Subtotal, Tax, Tip, Fees, Discounts, Description, Payment Method, Confidence, etc.) and filenames to bookkeeping_transactions.CSV in the target folder.
5. Status Report: Provides a summary of processed files and the CSV location.

Long-Term Memory & Custom Logic

Modify skills/recite/long_term_memory.md to add persistent instructions for the agent. The agent will always read this file before processing.

Examples:

• "After processing, move all files to a sub-folder named processed/."
• "Alert me if any single receipt is over $500."
• "Always categorize 'Amazon' as 'Software Services'."

Tool Usage

• Command: python3 skills/recite/process_receipts.py <target_directory> skills/recite/
• Arguments:
  • <target_directory>: The folder containing your receipts.
  • skills/recite/: The path to the skill folder (used to locate long_term_memory.md).

Strategic Moat

• Agent-First Consistency: Guaranteed structured JSON output for financial data.
• Tax-Ready Logic: Intelligent categorization based on standard business practices.
• Seamless Integration: Built for the AI Agent economy (OpenClaw, Claude Code).