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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.

1. Pick your AI tool

A plain prompt that works in any chat assistant.

2. Add your details

Everything you type stays in this browser tab. Nothing is sent to us or saved.

3. Pick the task

Transactions

Reconciliation

Month-end close

AR and AP

Reporting

Spreadsheets

Process

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