Put your business on autopilot
Catch up on months of bookkeeping in a weekend
Nine months of put-off bookkeeping, categorized and reconciled one month at a time through a chat.
A sketch of what you'll get back.
Your prompt
Fill in your details. Skip any you like.
ChatGPT and Claude open with your prompt already typed in. It's copied too, just in case.
The prompt that gets copied
I run [TYPE OF BUSINESS, e.g. a solo coaching practice] and I'm catching up on bookkeeping for [MONTHS TO CATCH UP, e.g. January to September]. I use [YOUR SOFTWARE, e.g. QuickBooks, Xero or a spreadsheet]. I'll upload one month of bank and card statements at a time. For each month: 1. Put every transaction in a table: date, payee, amount, suggested category (standard small-business categories, or mine: [YOUR CATEGORIES, e.g. software, travel, contractors]), and how confident you are. 2. Flag anything that looks personal, duplicated, a refund, or a transfer between my own accounts. 3. Ask me about the ones you're unsure of in one batch. 4. Reconcile: starting balance, money in, money out, ending balance. Tell me if it doesn't match the statement. 5. Give me a one-paragraph summary of where the money went. Then walk me step by step through entering or importing it into my software. My accountant will review it, so note anything they should look at.
Upload one month of bank and card statements at a time. You get every transaction categorized, a reconciliation against the statement and steps to enter it in your software.
Step by step
- Download bank and card statements as CSV files.
- Run the prompt one month at a time.
- Enter or import the sorted list into your software, then have your accountant review it.
What you'll get
Categorized, reconciled transactions month by month, a short spending summary and step-by-step entry instructions.
Remove full account numbers before you upload. Have your accountant review the books before you file taxes.
- Made for
- Coaches, Consultants, Small business owners
- Works in
- ChatGPT, Claude
