--- name: taxhacker-2359dd4f0bce description: >- 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. license: Apache-2.0 compatibility: "Docker with Compose (or Node.js 26+ and PostgreSQL 17 for local development)" metadata: author: terminal-skills version: "1.1.0" repository: https://github.com/vas3k/TaxHacker category: business tags: "accounting, tax, receipts, self-hosted, bookkeeping" --- # TaxHacker ## 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](https://github.com/vas3k/TaxHacker) ## Instructions ### 1. Deploy with Docker ```bash mkdir taxhacker && cd taxhacker curl -O https://raw.githubusercontent.com/vas3k/TaxHacker/v0.8.5/docker-compose.yml sed -i 's|taxhacker:latest|taxhacker:0.8.5|; s|"7331:7331"|"127.0.0.1:7331:7331"|' docker-compose.yml docker compose up -d ``` The file is fetched from the `v0.8.5` release tag (not `main`) and edited before it runs: the image is pinned to `0.8.5`, and the port is bound to localhost only because self-hosted mode has no login, so the stock `7331:7331` mapping would let anyone on your network open your books. Read the file before starting it. The stack runs three containers from the published image `ghcr.io/vas3k/taxhacker`: the app, a `cron` container (e-mail sync every 5 minutes), and PostgreSQL 17. There is no Redis. Migrations run on startup. Open `http://localhost:7331` (self-hosted mode logs you in automatically). Uploads go to `./data` and the database to `./pgdata`. Image tags have no `v` prefix (`0.8.5`), unlike the git tags (`v0.8.5`). To upgrade, check the releases page, change both the download tag and the image tag, and run `docker compose pull && docker compose up -d`. ### 2. Configure the AI provider Open Settings in the web UI and enter a key and model, or provide them as environment variables on the `app` service: ```yaml services: app: environment: OPENAI_API_KEY: ${OPENAI_API_KEY} # OPENAI_MODEL_NAME defaults to gpt-4o-mini GOOGLE_API_KEY: ${GOOGLE_API_KEY} # GOOGLE_MODEL_NAME, e.g. gemini-2.5-flash MISTRAL_API_KEY: ${MISTRAL_API_KEY} # MISTRAL_MODEL_NAME, e.g. mistral-medium-latest BETTER_AUTH_SECRET: ${BETTER_AUTH_SECRET} # optional in Docker (auto-generated in ./data); create with `openssl rand -hex 32` ``` | Provider | Notes | |----------|-------| | OpenAI | Default model in `.env.example` is `gpt-4o-mini` | | Google Gemini | Example model `gemini-2.5-flash`, good cost/quality balance | | Mistral | Example model `mistral-medium-latest`, EU provider | | Local LLM | Any OpenAI-compatible endpoint (Ollama, LM Studio, vLLM, LocalAI) in self-hosted mode; OCR quality depends on the model | Other variables: `PORT` (default 7331), `BASE_URL`, `DISABLE_SIGNUP`, `SELF_HOSTED_MODE`, `UPLOAD_PATH`, `DATABASE_URL`. ### 3. Upload documents Drop photos of receipts, invoice PDFs, or bank statement CSVs into the web UI. The AI extraction pipeline: 1. Files land in "unsorted" until you run the AI analysis (or process them manually) 2. The LLM reads the image or PDF and extracts vendor, date, amount, currency, items, tax 3. Auto-categorizes into your categories and projects, and can split invoice items into separate transactions 4. Stores structured data in PostgreSQL ### 4. Import bank statements Use the sidebar entry "Import from CSV" (`/import/csv`), upload your bank's CSV export and map its columns to TaxHacker fields (date, name, amount, currency). Imported rows can then be categorized by hand or with the AI. ### 5. Generate tax reports Filter transactions by date range, category, project, amount or custom fields. Export the filtered set to CSV with the attached documents, or download a full data archive. ## 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 the documents you queue (a couple of 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 (with the percentage), 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 postgres pg_dump -U postgres taxhacker > backup.sql`, plus a copy of `./data` - **Production deployment** — Put it behind a reverse proxy (Caddy, nginx) with HTTPS. Self-hosted mode auto-logs in, so never expose port 7331 directly without your own authentication; see `docs/self-hosted-public-access.md` in the repo - Needs an LLM: an OpenAI, Google or Mistral key, or a local OpenAI-compatible endpoint; nothing is bundled - The project calls itself early development ("use at your own risk"); keep backups and review extracted numbers - 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 - [GitHub: vas3k/TaxHacker](https://github.com/vas3k/TaxHacker) - [TaxHacker Website](https://taxhacker.app) - [Container image](https://github.com/vas3k/TaxHacker/pkgs/container/taxhacker) --- Source attribution: terminal-skills Original project: https://github.com/TerminalSkills/skills/blob/8a9852d489f274538be9bf1c9121aeb403750b1c/skills/taxhacker/SKILL.md License: Apache-2.0 License information: https://www.apache.org/licenses/LICENSE-2.0 Original upstream instructions; downloaded from Mega AI Hub. ## Upstream license notice Apache License Version 2.0, January 2004 http://www.apache.org/licenses/ TERMS AND CONDITIONS FOR USE, REPRODUCTION, AND DISTRIBUTION 1. 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See the License for the specific language governing permissions and limitations under the License. # Mega AI Hub resource metadata Creator / publisher: terminal-skills Original project: https://github.com/TerminalSkills/skills/blob/8a9852d489f274538be9bf1c9121aeb403750b1c/skills/taxhacker/SKILL.md Attribution basis: Source repository record Fields of work: Finance & Accounting, Sales Roles: Accountant, Tax Specialist, Financial Analyst, Business Development, Customer Success Manager Specialties: Backend, API Tools: Docker, PostgreSQL, Redis, OpenAI API Country applicability: Germany Classification basis: Source category, role and specialization labels Instruction SHA-256: 14943aa5c7ecbd16a14b116305cdd4612ac9ca3b17f0a0abf43f78eb4b0ef5c0