The AI Accounting Playbook
Most small business owners spend 6 to 8 hours every month on accounting admin. Categorising transactions. Chasing receipts. Reconciling accounts. Compiling summaries for their accountant. This playbook gives you 7 copy-paste prompts that cover the full monthly cycle. Paste the prompt, add your numbers, and you'll have something your accountant can actually work with. 30 minutes instead of 6 hours.
The outcomes you walk away with.
How to categorise and summarise a full month of transactions in minutes
A prompt that generates receipt follow-up emails so you stop chasing your team manually
How to draft a concise financial update your accountant can review without chasing you
A reconciliation prompt that finds every discrepancy before your accountant does
How to build a realistic budget from last month's actuals in one prompt
A GST quarter prep prompt that gets your BAS numbers ready before the deadline
How to forecast next month's cash position and flag tight weeks early
Every month it's the same cycle. Categorise transactions. Chase receipts. Reconcile accounts. Pull together a summary for your accountant. Then wait for them to come back with questions about transactions you've already forgotten.
Most small business owners spend 6 to 8 hours a month on this. None of it grows the business. All of it could be faster.
The 7 prompts
- Categorise and Summarise: turn raw transactions into categorised expenses with accountant-ready totals
- Receipt Chaser Email: generate follow-up emails to your team for missing receipts
- Accountant Update: draft a concise financial summary your accountant can review immediately
- Reconciliation Helper: compare bank statement to records and find every discrepancy
- Budget Builder: use last month's actuals to draft next month's budget
- GST Quarter Prep: calculate your GST position and group by BAS category
- Cash Flow Forecaster: project next month's cash and flag weeks where it might run tight
Each prompt includes the exact text to copy, written in plain English. No accounting jargon. No prompt engineering. Just paste, add your numbers, and let AI handle the admin so you can focus on what the numbers are actually for: making better decisions.
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