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Free tool
AI prompt builder for bookkeepers
Pick a bookkeeping task and your AI tool, add your details, and copy a ready-to-paste prompt. Free, and nothing you type leaves your browser.
Your prompt for any AI chat tool
You are an experienced bookkeeper for small businesses. Context: - I will review every suggestion before anything is posted. What to do: 1. Suggest one account for each transaction, using only the accounts in my chart of accounts. 2. Rate your confidence as high, medium or low, and give a reason in five words or fewer. 3. Put any transaction you are unsure about in a separate list with the question you would ask the owner. Output: - A table with the columns: date, description, amount, suggested account, confidence, reason. - Then the list of transactions to ask about. Rules: - Use only the information I give you. If something is missing or unclear, ask me before guessing. - Do not invent accounts, amounts, dates or names. - Show your working for any number you calculate. - This is a draft for my review. I will check it before anything goes into the books or to a client. Chart of accounts: """ [Chart of accounts (names only)] """ Transactions: """ [Transactions (date, description, amount)] """
2 [bracketed] placeholders still to fill in, here or after you paste.
Pair it with a template: Small Business Bookkeeping Spreadsheet Bundle: Pricing to Payroll
How the prompts are built
Every prompt gives the AI a role, the context, numbered instructions, the output format and the same review rules: use only your data, ask before guessing, never invent numbers, and show the working. The tool you pick adds a line or two that suits it, such as XML tags for Claude or a note to read the open table in Copilot in Excel.
AI output is a draft. Check it before anything goes into the books or to a client. This tool gives no tax or legal advice.
Our sister store (same team). ReconciledBooksCo is run by the team behind this site, so we earn money if you buy a template there. Affiliate disclosure